Faced with increasing regulations and government scrutiny, your clients rely on your expertise to navigate the ever-changing tax and audit landscape.
With more than 20 years of researching and developing comprehensive solutions for accounting firms and CPAs, our team will work with you to create proven financial and risk management strategies that align with your long-term goals.
Who We Serve
When you partner with us, we will:
How We Can Help
Together we'll help State Bar Members with exclusive solutions. No matter what financial needs you, your firm or your client's have, our team is there for you. From simple to complex, we will work closely with you to provide solid financial advice and innovative solutions.
We offer personalized service and solutions with a consultative approach to help you improve your company's funds availability, cash forecasting and audit control by placing money where it can be used best for your firm. We help you reduce your risk and protect your accounts and all with competitive pricing.LEARN MORE about Treasury Management.
As a leader in your firm, expanding your company is on your mind. As you think about ways to acquire new equipment or purchase a larger building, we are able to help you through our flexible financing options.LEARN MORE about Commercial financing.
With the current war for talent, your employee benefits plan is a critical component of attracting and retaining high-performing employees. We work closely with you to put together a long-term plan for your employee benefits program that aligns with your firm’s strategic goals.LEARN MORE about Employee Benefits.
In the current environment of rising litigation costs, your firm needs a proven risk management partner to help keep you abreast of changing regulations and how they may impact your firm in order to develop and maintain a comprehensive insurance program.LEARN MORE about commercial insurance.
The War for Talent
With low unemployment, businesses are in a battle for talent. It is a candidate's market. In addition to low unemployment, many employers are facing large numbers of baby boomers reaching retirement age. Our organization is no exception. Are you prepared?READ MORE Click here to read more about how businesses are in battle for talent.
Dealing with disruption takes muscle
Savvy, competitive business owners know disruption is a constant. No matter the industry, it's not a question of whether you must deal with disruptive forces — it's when.READ MORE Click here to read more about dealing with disruption in business.
Your Trusted Advisor
Our team is dedicated to your industry and ready to deliver efficient, economical and effective solutions. Using our knowledge and industry expertise, we will help you grow and manage your company while minimizing risk.FIND AN ADVISOR