Automatic Data Processing, Inc. (ADP) is a leading comprehensive global provider of cloud-based human capital management (HCM) solutions and business process outsourcing (BPO) services. Founded in 1949 by Henry Taub and headquartered in Roseland, New Jersey, the company specializes in uniting HR, payroll, talent, time tracking, tax administration, and benefits into integrated technology platforms. Core Operations & Segments ADP operates through two primary business segments: • Employer Services: Offers strategic cloud platforms and HR outsourcing solutions. Key software platforms include RUN Powered by ADP (for small businesses), ADP Workforce Now (for mid-sized and large enterprises), and ADP Lyric HCM (for large global organizations). • Professional Employer Organization (PEO): Provides full-service HR and employment administration outsourcing under the ADP TotalSource name. This operates through a co-employment model to provide small-to-medium businesses with Fortune 500-caliber benefits, risk management, and compliance support. Global Scale & Impact • Client Base: Serves over 1.1 million clients worldwide across diverse sectors, including retail, healthcare, manufacturing, and hospitality. • Geographic Reach: Operates in more than 140 countries and territories. • Workforce Size: Employs approximately 67,000 people globally. • Economic Data Provider: Through the ADP Research Institute, the company produces high-frequency labor market data, notably the ADP National Employment Report (NER), which serves as a key independent economic indicator for private-sector employment and wage growth trends. If you are looking at ADP for a specific reason, let me know if you want to explore their software product features, their PEO co-employment model, or how they compare to industry competitors.

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.

If you're an S Corp owner who actively works in your business (as most of us do!) you're required to pay yourself a "reasonable salary" via W-2 wages. Many S Corp owners usually aim to reduce their reasonable salary as much as defensible, because this helps to reduce self-employment taxes (which is the main reason most LLCs elect to be taxed as S Corp). Any profits above and beyond your reasonable salary don't have self-employment taxes removed, which saves about 15.3% in taxes...not chump change! But, before we start setting absurdly low salaries for ourselves (or even no salary...yikes!), we also must remember that the IRS is fully aware of this strategy to reduce taxes...and they can (and will) come-a-knocking. And even if we set our salary with the best of intentions, the IRS can STILL tell you it isn’t high enough and assess penalties and interest in an audit. So, what's a small biz owner to do? You COULD set a high reasonable compensation to protect yourself and potentially pay thousands more in taxes than you need to. But even then there is no guarantee you won’t have fines and penalties if the IRS doesn’t agree. OR… You can protect yourself and your pocketbook by getting a custom report that estimates and supports your appropriate reasonable salary, keeping tax savings top of mind.

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.

Double (formerly known as Keeper) is an AI-powered month-end close and practice management platform built specifically for bookkeepers and accounting firms. It centralizes client communication, task management, and financial reviews into a single workflow. Core features include: • Two-Way Ledger Sync: Features deep, bi-directional integration with QuickBooks Online and Xero, allowing you to post journal entries and update transactions that sync instantly back to the client's books. • AI-Powered Review: Automatically flags coding and categorization errors by analyzing current expenses against historical data. • Client Collaboration: Provides a centralized hub for managing questions, tracking client communication, and gathering missing vendor information. • Automated Close Checklists: Orchestrates the month-end process from start to finish, tracking progress across all client entities and rolling forward processes month over month.

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

Funnel Breezy is a white-labeled GoHighLevel platform designed specifically for business owners who want the power of an all-in-one marketing and CRM system—without the overwhelm. While GoHighLevel is an incredibly robust platform, its extensive features can come with a steep learning curve. Funnel Breezy combines the same powerful technology with personalized guidance, hands-on support, and practical training to help you implement the platform with confidence. Instead of figuring everything out on your own, you'll receive one-to-one support, expert advice, and real-world strategies tailored to your business. Whether you're building sales funnels, automating follow-ups, managing leads, scheduling appointments, or running marketing campaigns, Funnel Breezy helps you get results faster by providing the support that many users wish they had from day one. If you're looking for the capabilities of GoHighLevel along with dedicated guidance from a team invested in your success, Funnel Breezy offers the best of both worlds.

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.

Bookkeeping Academy provides practical, step-by-step training for bookkeepers and in-house accounting staff who want to improve accuracy and efficiency in QuickBooks Online. With modules that cover setup, bank feeds, accounts payable and receivable, reconciliation, reporting, and workflow best practices, the Academy equips staff to manage bookkeeping tasks correctly and with confidence.

QuickBooks is more than just accounting software. It allows you to create invoices, track your cash flow, accept payments, see what’s selling, plan for the future, and much more. Tracking financials accurately is essential for any business. QuickBooks saves you time and money by connecting your business tools and making it easy to track everything you need to make important business decisions.

Iubenda is a platform that provides automated legal compliance solutions for websites, apps, and organizations, specializing in privacy policies, cookie consent management, and data protection documentation. Key Features Privacy Controls and Consent Management: Iubenda provides tools to display legal disclosures, manage user privacy settings, and implement cookie consent banners. It supports prior consent blocking and opt-out preferences, helping businesses collect and store user consent in compliance with global regulations. Compliance Scanning and Consent Database: The platform can scan websites and apps to identify services and cookies in use, maintain a centralized database of user consent, and document data processing activities as required by laws like GDPR, LGPD, and FADP. Whistleblowing Management: For organizations with 50 or more EU employees, Iubenda offers a tool to collect and manage whistleblower reports in line with the EU Whistleblower Directive. Global and Multilingual Support: Iubenda operates in 14 languages and serves clients worldwide, making it suitable for businesses with international operations privacytools.info+1. It is also a Google Certified CMP and IAB verified partner, supporting frameworks like the IAB Transparency & Consent Framework (TCF) for advertising compliance Fortunly. Usability and Integration Iubenda is designed to be user-friendly, allowing businesses to set up compliance solutions quickly through a dashboard. Users can scan their website, generate policies, and embed consent banners with minimal technical knowledge combell.com. While integration may require some familiarity with web development, the platform simplifies ongoing compliance management. Pricing Iubenda offers a Free Plan for small websites with limited page views, though it includes branding and limited features. Paid plans start at $5.99 per month (annual subscription) and provide full access to legal documents, multilingual support, and advanced compliance tools Fortunly. Summary Iubenda is a comprehensive 360° compliance solution that automates the creation and management of legal documents, consent management, and data processing records. It is suitable for businesses of all sizes seeking to comply with multiple global privacy laws efficiently, while also providing tools for international operations and regulatory updates

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.