Resources

Not Just Answers – Insight That Moves You Forward

Practical resources, thoughtful tools, and guidance for business owners who want more than just the numbers.

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    • Accounting

    Everyone needs a friend who always says YES

    October 16, 2026

    Together on the basketball sidelines, not even sure how many years ago at this point. Then again on the lacrosse field and ended up in the same workout group. We’re both women in finance and have so much to talk about within our professional worlds. All of these points in our lives with kids, business,…
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    • Accounting

    That’s a wrap at Gusto Next in San Francisco.

    October 12, 2026

    What an amazing day spending time in the accounting community with an innovator in our field leading the conversations on AI. So much to take back to the team. Thanks to Kate Dehlendorf for the warm welcome! Can’t wait for next year.
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    • Accounting

    Woods Financial Services Welcomes Oriana Barros

    September 24, 2026

    We are thrilled to welcome Oriana Barros to the team! Oriana will be working with Woods Financials Services, LLC as an Accounting Associate. She brings a bright energy to the team which shows in her client support along with her natural curiosity and attention to detail. She’s already joined in our daily Wordle battle and…
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    • Accounting

    AI Didn’t Invent the Second Opinion

    September 21, 2026

    Each week Elad Shmilovich posts 5 Minutes Before Monday. Somehow his timing is impeccable as it’s always the topic of mind for me. He’s 100% in his analysis, clients were asking someone else from the beginning of time, it’s not new with AI. This week when someone sent me an “audit” they had done on…
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    • Accounting

    Why We Called in an Expert (And Are So Glad We Did)

    September 1, 2026

    As entrepreneurs and professionals there is often the need to get outside help and counsel on areas we are not experts in. And we did just that with Miranda Leurquin, MBA, SHRM-SCP and 12HR Consulting. We’ve been working with Miranda since the spring and it’s been a true honor and pleasure to work with Miranda…
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    • Accounting

    A Thursday evening well spent.

    August 7, 2026

    What a great way to spend a Thursday evening! These ladies are all so inspirational with the work they do in the Baltimore community. Adriane Keepler – thank you for the thoughful message at the event. ❤️
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