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  • What We Do
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  • Resources
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    • QuickReads
    • eBooks
    • Forms, Documents & Links
    • Refund Tracker
    • Video Library
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Estate Planning: Tips for Every Family

If juggling priorities were an Olympic sport, young parents would win the gold medal. Raising kids, advancing careers, paying off student loans, and s...

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From the Firm graphic

From the firm: Winning plays for your business

As we approach midyear, it’s the perfect time to reevaluate your approach and create winning plays that will carry your business through the remainder...

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Tips to conduct your mid-year business review.

Your mid-year review in 3 simple steps

Breaking down your mid-year review into manageable steps can make it productive and insightful. This simple three-step process to help you evaluate yo...

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internship program tips

How to create a stand-out internship program

Modern interns seek meaningful experiences that offer real impact and professional growth, while businesses need programs that deliver genuine value....

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KPIs for small businesses

Tools for tracking your (and your business’s) progress

For small business owners, selecting the right applications to monitor both personal and business progress is essential for productivity, organization...

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Do you need an executive coach?

Deciding whether to hire an executive coach is a significant investment that can transform your leadership capabilities. Use this practical guide to d...

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Small Business Workspace Options

Life and living: How motivating is your workspace?

Your home office should energize you and enhance productivity, not drain your motivation. These ideas can help!

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Golden AGE business framework

Mind flex: Go from average to excellent with the Golden AGE framework

Excellence isn't an accident It's the result of a deliberate journey that Terrell Turner, CPA, has mapped out in his Golden AGE framework. This powerf...

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KPIs for small business eBook

The new KPIs of business: Why tracking the right data is your key to success

To ensure long-term success, you must move beyond the "getting things done" mentality and focus on key metrics that reflect your team's efficiency and...

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employee perks

Are you attracting the right employees? 4 perks to start offering today

You don’t need deep pockets to compete with big companies for top talent. Discover 4 cost-effective perks that attract exceptional employees to your s...

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Why Do Socks Always Vanish? And Other Pressing Life Questions

It’s a universal truth: socks have a way of disappearing. The mystery of the vanishing sock is an unsolved puzzle that everyone experiences. But what’...

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Scammers Up Their Game With AI

Scammers are becoming increasingly sophisticated, with more emails, phone calls and text messages crafted to look and sound like the real thing.

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From the firm: Making tax season work for you

This time of year is about more than just filing returns–it’s an opportunity to build a stronger foundation for your business. Learn how we're priorit...

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Protect your business: Your essential cybersecurity checklist

Cyber threats are on the rise for small businesses! Take action now to protect your business, data and reputation. Use this essential cybersecurity ch...

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Sales tax in 2025: What small business owners need to know

Learn about the latest sales tax law changes impacting businesses in 2025.

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12324 Hampton Way
Suite 201
Wake Forest, NC 27587

p:  (919) 556-9500

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