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  • What We Do
  • Who We Are
  • Resources
    • Resources Library
    • Advantage Magazine
    • QuickReads
    • eBooks
    • Tools
    • Refund Tracker
Get In Touch

Apps

Select online apps from the list at the right. You'll find everything you need to conduct business with us.

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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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Maximizing your tax refund: A strategic guide to tax planning

Learn to maximize your tax refund and optimize your tax planning with our latest eBook.

Read more about Maximizing your tax refund: A strategic guide to tax planning ➞

Protecting your financial data: A small business owner’s guide

Discover a practical approach to safeguarding your business’s most valuable information.

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Everything you need to know about 1099s

If your business uses contractors or freelancers, you need to ensure they receive the correct tax forms. Our guide breaks down everything you need to...

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How to read a financial statement

The world of financial statements can feel confusing and overwhelming. Here's an easy-to-understand breakdown.

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From success to succession planning

A guide for securing the future of your small business

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How you can prioritize your employees' mental health

Healthy employees are productive employees. Learn how you can help them be both.

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4 ways small businesses can tackle inflation

Strategies that can help your business stay strong during inflationary times

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How to work securely with your accountant during tax season

Just a little assistance from you can ensure your accountant does their best for you.

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Self-care in the workplace? Yes, it's a thing.

Learn why self-care isn’t just important for your personal life anymore.

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Keeping it clean

Simplify tax time and keep your small business healthy by maintaining good records all year long.

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The business reevaluation: The key to your success

Stay adaptable in a fast-changing world: Your guide to keeping your business operations up to date.

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25 tips for improving your small business during slow season

Slow months don't have to mean a slow death for your business. Here's your guide to improving your business...even during slow periods.

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Multichannel marketing for your small business

The benefits of being where your customers and clients are.

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Top 5 risks of DIY small business accounting

Small business accounting—should you do it yourself or leave it to the pros?

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Contact Us

San Juan Office

Ponce de Leon Avenue 1605
Suite 511
San Juan, Puerto Rico 00909

p:  (787) 975-3824

f:  (787) 979-1650

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