INVEST IN YOURSELF
We believe you can learn from others. Many times someone else's past can help us choose a different future for ourselves. Below are resources we have applied to our lives and a list of people we have done business with.
BOOKS WE LOVE
We love these books because we have read them and apply their concepts to the work we do every day. Have a favorite book? Tell us what it is and you just might find it here. We will make sure everyone knows you suggested it.
ORGANIZATIONS WE TRUST
We trust them because we know them and have worked with many of them.
Professional Organizations
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AICPA - American Institute of CPAs
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AICPA - Journal of Accountancy
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ACG - Association for corporate growth
PEO Services
Risk Management
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Risk Management/Insurance - The Jamison Group
Accounting/ Finance Products
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Investment Banking
Creative Services
Entrepreneurship
Business Leadership Development
Employee Health/Wellness
BECOME THE AUTHOR OF YOUR FINANCIAL STORY
Click below to gain access to free resources and tools created to help you and your organization learn more about your numbers.
WANT TO GET IN TOUCH WITH US?
Want to learn more about our financial service's? Want to discuss next steps? We are here to help.
ADDRESS: 1020 ILLINOIS AVENUE PALM HARBOR, FL
TEL: 727-669-8006 |