by Logan Speights | Dec 2, 2021 | Article
If any of these symptoms are occurring in your business you may be experiencing the need to reassess your strategic plan and the way you’re doing it: Unsustainable Growth While every business should utilize strategic planning, fast-growing SMBs are at the top of that...
by Bryon Morrison | Oct 1, 2021 | Leader's List, Uncategorized
Signs Your Company Could Benefit From a Tax Professional There are several signs your company isn’t performing as well as it could and would benefit from a tax professional. Client Dependence If you attribute more than half your income to a single client, you fall...
by Tony Amador | Sep 23, 2021 | Uncategorized, Videos
Our interview with John Pollock of Financial Gravity and think differently about tax planning vs getting through April 15th. Tax season is notoriously difficult—doubly so if you are an SMB owner. In fact, more than half of SMB owners view tax preparation as...
by Tony Amador | Sep 23, 2021 | Videos
Ever Wonder how Proxxy Started? A CRM is a Customer Relationship Management tool. It refers to a system for organizing customer data. Typically, multiple teams interact with a CRM to extract insights from the database related to their goals. Sales,...
