RootAdvisors

Don't fall for it! QuickBooks customers should be aware of phone calls from individuals pretending to be Intuit agents. These scammers may claim that your QuickBooks subscription will expire soon and request a payment over the phone or through wire transfer. Intuit will never call customers to request a renewal payment for QuickBooks Desktop or QuickBooks Online. If you receive such a call, do not provide any personal or financial information. Contact our office with any questions.

In celebration of Independence Day, our office will be closed Friday, July 4th🎆

As we approach the year’s halfway mark, it’s the perfect time for both businesses and individuals to pause, analyze, and recalibrate their financial strategies. A mid-year financial checkup is more than just a routine review; it’s an essential practice that can help you stay on track, identify new opportunities, and overcome obstacles before year-end. Check out these helpful tips to see if your business is on track for 2025.

https://rootadvisors.com/resources-new/smart-tips/single-smart-tip/?article_id=1710&issue=1708

Our 2nd annual Lake Monroe boat day was a perfect way to close out the summer😎