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Site Map
Home Page
About US
Accounting Team
Jody Grunden
Adam Hale
Cathy Eix
Jill Podsadecki
Rachael Picazo
Nikki Davis
Sharon Davis
Caroline Blue
Trusted Advisors
April Grunden, Esq.
Testimonials
Prices and Packages
Services
Outsourced Bookkeeping
Virtual CFO Services
What does an Outsourced CFO do?
Cash Flow Management
Bank Financing
Strategic Business Planning
Succession Planning
New Business Formation
Non-Profit Organizations
Internal Controls
Tax Services
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Record Retention Guide
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401K Audits - Page 1
401K Audits - Page 2
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How does Outsourcing Work? - Video
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Buy Quick Books Here and Save!
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Starting A Business
Starting a Business? 3 Things You Must Know
Our New Business Formation Service
Form of Business Organization: Which Should You Choose?
Business Forms of Organization: Frequently Asked Questions
Advantages of Incorporating
Incorporating: Frequently Asked Questions
Advantages of Limited Liability Companies
Limited Liability Companies Frequently Asked Questions
Business Plans: How To Prepare An Effective One
Raising Capital: How To Get Money For a Small Business
The Home-Based Business: Some Basics You Should Consider
Small Business: Frequently Asked Questions
Financing: Frequently Asked Questions
Recordkeeping: Frequently Asked Questions
Choosing a Professional: Frequently Asked Questions
Sales Volume Break-Even Analyzer
Running Your Business
Recordkeeping and Cash Flow: Effective Techniques
Recordkeeping: Frequently Asked Questions
Cash Flow - The Pulse of Your Business
Our Cash Flow Management Service
Travel and Entertainment: Maximizing The Tax Benefits
Travel and Entertainment: Frequently Asked Questions
Employee Benefits: How To Handle Them
Employee Benefits: Frequently Asked Questions
Document Locator System: A Handy Aid For Keeping Track of Your Records
Buying a Computer System That Meet Your Needs
The Home-Based Business: Some Basics You Should Consider
How To Best Manage Your Team
How To Make the Best Use of Your Time
Financial Planning Tips For Business Owners
The "SIMPLE" Plan: A Retirement Plan for the Really Small Business
Small Business: Frequently Asked Questions
Financing: Frequently Asked Questions
Sales Volume Break-Even Analyzer
Inventory Analysis Calculator
Business Ratios Calculator
Our Strategic Business Planning Service
Growing Your Business
Evaluating Your Market: A Basic Review
Pricing Your Products and Services: A Basic Review
Marketing and Pricing: Frequently Asked Questions
Developing An Advertising Program: A Basic Review
Make Your Business Explode With Referrals
How To Get Your Customers To Trust You
The Nicest Way To Build Your Business
How To Ethically Blow Your Competitors Out of The Water
Uncover Your Business's Most Valuable Hidden Asset
How to Profitably Grow Your Business With Less Stress
Recordkeeping and Cash Flow: Effective Techniques
Raising Capital: How To Get Money For a Small Business
Commercial Loan Calculator
Marketing Campaign Profitability Analyzer
Sales Volume Break-Even Analyzer
Securing Business Loans
Raising Capital: How To Get Money For a Small Business
Show Me The Money! Strategies For Securing a Loan
Our Loan Proposal Service
Commercial Loan Calculator
Loan Amortization Calculator
Lease Vs. Buy Analyzer
Financial Ratios Calculator
Selling/Exiting Your Business
Your Business Succession: How To Plan For It
Successfully Pass On Your Family Business To Next Generation
Maximize Your Wealth With a Winning Exit Plan
Our Succession Planning Service
Business Valuation Calculator
Tax Strategies for Business Owners
Tax Planning For Small Business Owners
Our Tax Planning Service
7 Biggest Misconceptions Business Owners Have About Their Returns
Travel and Entertainment: Maximizing The Tax Benefits
7 Ways To Save Even More Income Taxes
The Home Office Deduction
How To Make Money on Vacation
Form of Business Organization: Which Should You Choose?
Retirement Plan Options For Small Businesses
The "SIMPLE" Plan: A Retirement Plan for the Really Small Business
Recordkeeping For Your Taxes: Frequently Asked Questions
1040 Tax Estimator
1040 EZ Tax Estimator
Marginal and Effective Tax Rates Calculator
Self Employment Tax Calculator
Our Tax Preparation Service
Our Tax Problem Resolution Service
Tax Strategies for Individuals
Tax Saving Strategies: A Helpful Checklist
Tax Saving Strategies: Frequently Asked Questions
Travel and Entertainment: Maximizing The Tax Benefits
Travel and Entertainment: Frequently Asked Questions
The "Nanny Tax" Rules: What To Do If You Have Household Employees
The "Nanny Tax" Rules: Frequently Asked Questions
Higher Education Costs: How To Get The Maximum Deduction
Tax Benefits of Higher Education Costs: Frequently Asked Questions
Selling Your Home: How To Minimize The Tax On The Gain
The Deductibility of Points
Annuities: How They Work and When You Should Use Them
Annuities: Frequently Asked Questions
Retirement Assets: Frequently Asked Questions
Retirement Plan Distributions: When To Take Them
Retirement Plan Distributions: How To Take Them
Roth IRAs: How They Work and How To Use Them
Mutual Fund Taxation: How To Cut The Tax Bite
Mutual Funds: Frequently Asked Questions
Traditional & Roth IRAs: Frequently Asked Questions
Recordkeeping For Your Taxes: Frequently Asked Questions
Advanced Charity Techniques: Maximizing Your Deduction
Charitable Contributions of Property: Maximizing the Deduction
Charitable Contributions: How To Give Wisely
Charitable Contributions: Frequently Asked Questions
Charitable Deductions: Frequently Asked Questions
1040 Tax Estimator
1040 EZ Tax Estimator
Marginal and Effective Tax Rates Calculator
Self Employment Tax Calculator
Payroll Deductions Calculator
Flexible Spending Account Savings Calculator
Our Tax Preparation Service
Our Tax Planning Service
Our Tax Problem Resolution Service
Investment Strategies
Investment Basics: What You Should Know
Investment Options: Frequently Asked Questions
Asset Allocation: How To Diversify For Maximum Return
The Secret of Creating Wealth
Buying On Margin: How It Works and What To Watch Out For
Financial Planning Checklist
Investment Clubs: What You Need To Know
Swap Tactic Lets You Defer Capital-Gains Tax
Changing Jobs? Don’t Forget Your 401(k)
How Brokers Execute Trades: What Every Investor Should Know
Investing In Mutual Funds: The Time-Tested Guidelines
Mutual Fund Taxation: How To Cut The Tax Bite
Mutual Funds: Frequently Asked Questions
Stocks: Frequently Asked Questions
Bonds: Frequently Asked Questions
Penny Stocks: How To Investigate Them and Avoid the Traps
Annuities: How They Work and When You Should Use Them
Annuities: Frequently Asked Questions
Variable Annuity Calculator
10 Retirement Saving Tips
Your Retirement Plan: How To Get Started
Retirement Assets: Frequently Asked Questions
Developing a Financial Plan: Frequently Asked Questions
Retirement Planner
Traditional IRA Calculator
IRAs: Frequently Asked Questions
Traditional Vs Roth IRAs: Frequently Asked Questions
Roth IRAs: How They Work and How To Use Them
Roth IRA Calculator
Roth IRA Transfer Evaluator
Required Minimum Distribution
Savings After Inflation and Taxes Calculator
Cost of Delaying Savings Calculator
Become a Millionaire Calculator
Our Personal Financial Planning Service
Frequently Asked Questions
Business Owners
Small Business: Frequently Asked Questions
Choosing a Professional: Frequently Asked Questions
Employee Benefits: Frequently Asked Questions
Recordkeeping: Frequently Asked Questions
Travel and Entertainment: Frequently Asked Questions
Marketing and Pricing: Frequently Asked Questions
Business Forms of Organization: Frequently Asked Questions
Incorporating: Frequently Asked Questions
Limited Liability Companies: Frequently Asked Questions
Home Owners
Buying a Home: Frequently Asked Questions
Mortgages: Frequently Asked Questions
Homeowner Insurance: Frequently Asked Questions
Selling Your Home: Frequently Asked Questions
Planning Your Move: Frequently Asked Questions
Financial Planning
Developing a Financial Plan: Frequently Asked Questions
Investment Options: Frequently Asked Questions
Annuities: Frequently Asked Questions
Bonds: Frequently Asked Questions
Mutual Funds: Frequently Asked Questions
Stocks: Frequently Asked Questions
Saving For College: Frequently Asked Questions
Retirement Assets: Frequently Asked Questions
Retirement Plan Distributions: Frequently Asked Questions
IRAs: Frequently Asked Questions
Traditional Vs Roth IRAs: Frequently Asked Questions
Social Security Benefits: Frequently Asked Questions
Wills: Frequently Asked Questions
Insurance
Car Insurance: Frequently Asked Questions
Disability Insurance: Frequently Asked Questions
Disability Benefits: Frequently Asked Questions
Homeowners Insurance: Frequently Asked Questions
Life Insurance: Frequently Asked Questions
Long-Term Care Insurance: Frequently Asked Questions
Life Events
Buying or Leasing Your Next Car: Frequently Asked Questions
Getting Married: Frequently Asked Questions
Getting Divorced: Frequently Asked Questions
Death of a Loved One: Frequently Asked Questions
Other Situations: Frequently Asked Questions
Credit
Credit Cards: Frequently Asked Questions
Credit Reports: Frequently Asked Questions
Credit Rating: Frequently Asked Questions
Financial Trouble: Frequently Asked Questions
Banking
Financing Questions: Frequently Asked Questions
Getting a Loan: Frequently Asked Questions
Loan Questions: Frequently Asked Questions
Bank Accounts: Frequently Asked Questions
ATM Transactions: Frequently Asked Questions
Affluent Individuals
Charitable Contributions: Frequently Asked Questions
Charitable Deductions: Frequently Asked Questions
Living Trusts: Frequently Asked Questions
Your Estate and Taxes: Frequently Asked Questions
Parents
Raising a Child: Frequently Asked Questions
Saving For College: Frequently Asked Questions
"Nanny Tax" Rules: Frequently Asked Questions
Avoiding Scams: Frequently Asked Questions
Taxes
Tax Saving Strategies: Frequently Asked Questions
Recordkeeping For Your Taxes: Frequently Asked Questions
Tax Benefits of Higher Education: Frequently Asked Questions
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9815 Dawson's Creek Blvd
Fort Wayne, IN, 46825.
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