BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
As the end of the year approaches, we see more charitable solicitations arriving in our mailboxes and by e-mail. Since some charities sell their contributor lists to other organizations, frequent contributors may find themselves besieged by requests from charities with which they aren’t familiar.
Hosting an employee holiday party that is festive, frugal and free of stress
Hosting a holiday party for your staff is one of the best ways to show them you care—while also creating some meaningful, team-driven memories. Follow our tips below for hosting a memorable soiree that doesn’t push your stress or your budget past your limit.
Thinking about retiring? Here’s an easy 5-step calculation to see where you stand.
If you have retirement on your mind, the big question is this: Are you in a financial position to do so? While nothing replaces the advice of a seasoned advisor, you can take your first step to answering this question by applying a simple 5-step calculation.