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Pay Bill Get In Touch
  • What We Do
  • Who We Are
  • Resources
    • Resources Library
    • eBooks
    • Forms, Documents & Links
    • Refund Tracker
    • Blog
Pay Bill Get In Touch

Apps

Select online apps from the list at the right. You'll find everything you need to conduct business with us.

Receipt Management

Dext Prepare

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Accounting Login

QuickBooks Online

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Accounts Receivable

Bill

Performance Reporting

Fathom

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Video Conferencing

Zoom

Tax-loss harvesting: What it is and how it works

Learn how tax-loss harvesting can help your small business minimize tax liability.
Read more about Tax-loss harvesting: What it is and how it works ➞

12 tips to finish the year strong

Use these tips to help you tidy loose ends, boost your business and set yourself up for success in 2025.
Read more about 12 tips to finish the year strong ➞

Resilience series, part 6: A guide for the unpredictable job market

Discover actionable steps to streamline your recruitment process and build a more resilient workforce.
Read more about Resilience series, part 6: A guide for the unpredictable job market ➞

Year-end financial checklist: 20 must-do's you can’t afford to forget

End the year with a financial win. Save money, reduce taxes and set yourself up for success in 2025 with this end-of-year checklist.
Read more about Year-end financial checklist: 20 must-do's you can’t afford to forget ➞

From the firm: Embracing year-end opportunities

Explore tips on financial readiness, team resilience and festive traditions to close out the year.
Read more about From the firm: Embracing year-end opportunities ➞

Everything you need to know about 1099s

If your business uses contractors or freelancers, you need to ensure they receive the correct tax forms. Our guide breaks down everything you need to...
Read more about Everything you need to know about 1099s ➞

Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January

Smart business owners know that preparing for tax season shouldn’t wait until January. Check out our end-of-year checklist to get organized!
Read more about Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January ➞

Mind flex: How trendy is your business? A quiz

See how ‘on trend’ your business is by exploring our short quiz.
Read more about Mind flex: How trendy is your business? A quiz ➞

Embracing the season: How to combat the fall and winter blues

Feeling less motivated as the days get shorter? Discover how to combat the fall/winter blues and boost your energy with these simple tips.
Read more about Embracing the season: How to combat the fall and winter blues ➞

5 simple steps to keep your small business cybersecure

Is your business prepared for cyberattacks? Here are five steps to boost your security during Cybersecurity Awareness Month!
Read more about 5 simple steps to keep your small business cybersecure ➞

The ultimate tailgating playbook

Ready to score big this football season? Check out our ultimate tailgating playbook to up your pregame festivities!
Read more about The ultimate tailgating playbook ➞

Mind flex: How cybersecure is your home or business?

What can happen when you click on a link in an email? Find out.
Read more about Mind flex: How cybersecure is your home or business? ➞

Life and living: Winter-proof your home: Your cozy season checklist

Winter will be here before you know it. Get prepared with these nine tips.
Read more about Life and living: Winter-proof your home: Your cozy season checklist ➞

7 ways to rev up your business this fall

Fall is a season of change. Embrace it by using these seven tips to boost your business.
Read more about 7 ways to rev up your business this fall ➞

Small business + big data: A winning equation

Data analytics isn’t just for the tech giants; it can help you, too. Discover how.
Read more about Small business + big data: A winning equation ➞

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Contact Us

Crestwood Office

6321 Highway 329
Crestwood, KY 40014

e: 

p:  (502) 241-5656

f:  (502) 241-5657

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