They take the stress out of running a small business. They call me to remind me to do things on time and they keep an eye on my transactions to make sure they are logged correctly. This makes tax time much easier for us both.
— Will Woods, State Farm Owner / Agent

Happy Clients


Knowledgeable guidance helped me begin to organize materials and information needed for Dan to proceed with his professional part of our start up project. I respect and appreciate Dan's thorough approach and look forward to a continuing relationship between Dan a d our non profit foundation.

— Jerry L

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Dan really dives into your business and helps you with good advice as if it was his own. The subscription model is brilliant and affordable.

— Lute A

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Great people, very educational service. I will be a lifelong customer!

— Jake K.

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