Anchor is a platform that automates the entire process of getting paid by clients, end to end. Using Anchor, you can send proposals, issue invoices, charge your client, and sync everything with your accounting software. An Anchor agreement is a living contract that allows your client to connect their payment method ahead of approval. Once you are ready to bill, invoices will be issued automatically and and synced to your accounting software for a seamless reconciliation at the end of the month. This allows you to get paid on time, every time, and your client to avoid risks like fraud and duplicate payments while enjoying full transparency.

ClickUp is an all-in-one productivity platform that works as an ideal place for teams to come together, brainstorm, plan, and collaborate on everything from process docs to product designs. While relying on a single tool for so many use cases might sound like a stretch—ClickUp was built for this.

Keeper is the software designed specifically for bookkeepers to simplify firm management. From organizing workflows to helping teams close books faster, Keeper gives professionals the tools they need to save time, stay accurate, and deliver top-quality results for their clients. Built with bookkeepers in mind, it combines efficiency, collaboration, and powerful reporting in one platform. This is the software that is used by bookkeepers to manage their firms workflows and help close books faster.

Dubsado is a business management platform that helps service providers streamline contracts, proposals, invoicing, and client communication, all in one place.

Funnel Breezy is an intuitive platform that helps entrepreneurs create high-converting landing pages, opt-in forms, and automated sales funnels without needing advanced tech skills.

Greenlight is a debit card and money app for kids and teens that helps families teach financial literacy. Parents can set flexible controls, manage allowances, and track spending while kids learn how to save, spend, and give responsibly.

Gusto is an all-in-one payroll, benefits, and HR platform that helps small businesses pay their team, manage benefits, and stay compliant with ease.

We offer a broad range of services to help you secure a sound financial future. You've worked hard to get where you are. You deserve a firm that works hard for you.

Marriott Bonvoy Credit Cards by Chase give cardholders access to travel rewards, free night awards, and exclusive benefits at Marriott hotels worldwide. With every purchase, you can earn points toward future stays and perks.

Why Dentists Choose This Program • Made for Dentists: Profit First has been customized to fit dental practices—your revenue streams, your overhead challenges, and your lifestyle goals. • Clear, Practical Coaching: No accounting jargon. Just a step-by-step system that puts you back in control. • Community & Accountability: Join other dentists in group coaching who are on the same journey, with opportunities for hot-seat coaching and peer learning.

Nate started his career with Daniells Phillips Vaughan & Bock as a tax department intern in 2013. Continuing with the firm after his first tax season, he went on to graduate from California State University, Bakersfield with a Bachelor of Science degree in Economics in 2014 before obtaining his CPA license in 2017 and his Master of Science in Taxation from DePaul University in 2021. He was admitted as a partner in the tax department in 2023. Nate is a member of the American Institute of Certified Public Accountants and the California Society of Public Accountants and has participated extensively in both the AICPA and Runner Alumni mentoring programs. Nate also serves as the Vice President of the Board of Directors of CASA of Kern County. Throughout his career, Nate has focused on tax planning and compliance for closely held partnerships and corporations in the industries of real estate, agriculture, and professional services. He strives to deliver high quality service founded on the core tenets of proactivity, communication, and authenticity. Nate lives in Bakersfield, California with his beautiful wife Demi and sons Isaac and Oren.

Pina Business Services started in 2007, we have been helping Small Business Owners with their tax planning. Our goal is to help business owners with our quarterly tax planning sessions to maximize the tax credits and deductions that the IRS gives us. The rest of the year we help them set up their Strategic Plans so business owners can have a better plan for success

POP Academy Fall 2025 is a 10-week live education program designed for product-based business founders who want to turn their hard work into scaled, profitable growth. It walks you through pricing, inventory, marketing, and operations—step-by-step—so you can dominate holiday sales (Black Friday, Cyber Monday, etc.) and set your business up to scale in 2026.

Profit First App is the official technology solution built to bring the Profit First financial method into your daily business operations. With smart tools like automated CAP & TAP calculations, bank balance integrations, allocation calculators, and rollout plans — you can set up the system in minutes, stay on top of your cash flow, and make your business permanently profitable. There are no long-term contracts or limitations. It’s made for entrepreneurs, business owners, coaches, and anyone serious about being profitable.

QuickBooks Online is a leading cloud-based accounting software that helps businesses track income and expenses, send invoices, run reports, and stay on top of their finances anytime, anywhere.

Struggling to strike a balance between an optimal salary as an S Corp owner and avoiding IRS complications? While lower salaries can reduce self-employment taxes, setting them too low can invite IRS scrutiny and potential penalties. Ensure peace of mind with a tailored report that estimates the right reasonable salary for you, maximizing tax savings and minimizing risks.

Relay is a digital business banking platform that makes it easy to manage multiple accounts, automate bill payments, and gain full visibility into cash flow. It’s designed with small business owners in mind, offering transparency and control without hidden fees.

Starlink is a satellite internet service by SpaceX that delivers high-speed, low-latency internet across the globe, even in rural or remote areas where traditional internet is limited.

Tim Thompson CPA PLLC works to maximize your tax savings with professional tax preparation services and has experts in all areas of taxation, including corporate, estate, individual, partnership and federal, local and state taxes. We provide tax advisory and preparation services with the personalization that software packages can't. We keep up-to-date with the changing tax laws, as well as your changing life events, such as the birth of a child, a new business, new home, or inheritance.