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Pay Bill Get In Touch
  • What We Do
  • Who We Are
  • Resources
    • Resource Library
    • Advantage Magazine
    • QuickReads
    • eBooks
    • Blog
    • Forms, Documents & Links
    • Refund Tracker
    • Video Library
Pay Bill Get In Touch

Apps

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

Client Portal

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Secure File Upload

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Expiring soon

Onvio Client Center

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Accounts Payable

Bill

Receipt Upload

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Xero

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Video Meetings

Zoom

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QuickBooks Online

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QuickBooks Desktop

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Employee Self Service

NetClient CS

Choosing your 401(k) pathway: A guide to a golden retirement

Should you manage your 401(k) as a large cohesive block or take a tiered approach?

Read more about Choosing your 401(k) pathway: A guide to a golden retirement ➞

Retiring to a warmer climate?

We cover tax considerations for future retirees considering living in two states or two countries.

Read more about Retiring to a warmer climate? ➞

Advance directives for healthcare: Do you need one?

Join our dive into advance directives, what they are and why you may need one.

Read more about Advance directives for healthcare: Do you need one? ➞

Getting ahead: 9 tips for personal and professional efficiency

Discover nine tips to help your efficiency skyrocket in your professional and personal life.

Read more about Getting ahead: 9 tips for personal and professional efficiency ➞

Life and living: Make-ahead holiday meals

Heat up these four family favorites to create an easy meal with a holiday feel.

Read more about Life and living: Make-ahead holiday meals ➞

Mindflex: New Year’s prediction fun

Are you ready to deal yourself a hand in shaping 2024? Take a card and let the New Year’s fun begin!

Read more about Mindflex: New Year’s prediction fun ➞
Two professionals reviewing a spreadsheet.

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.

Read more about How to work securely with your accountant during tax season ➞
Ingredients in bowls spread across a table.

How to feed a diverse group of eaters at holiday get-togethers

Curate a menu to help all your guests have a joyful and satisfying holiday feast, no matter their dietary preferences or restrictions.

Read more about How to feed a diverse group of eaters at holiday get-togethers ➞

IRS Announces Employee Retention Credit Withdrawal Process to Aid Businesses

In response to concerns over ineligible Employee Retention Credit claims, the IRS introduces a simplified withdrawal process. Here's how it can assist...

Read more about IRS Announces Employee Retention Credit Withdrawal Process to Aid Businesses ➞

From the firm: Growth in business and personal pursuits

Let us help you ignite your passion for growth, both in and out of the office.

Read more about From the firm: Growth in business and personal pursuits ➞

Passive income 101

We have everything you need to know about passive income, including ideas on how to build your own.

Read more about Passive income 101 ➞

Popular personal growth podcasts

Get ready to tune in to these seven podcasts for valuable advice on living your best life.

Read more about Popular personal growth podcasts ➞

AI in business: Pros and cons

We look at the pros and cons of using AI in your small business.

Read more about AI in business: Pros and cons ➞

Growing pains for businesses

A look at how to avoid common issues that come with expansion.

Read more about Growing pains for businesses ➞

Life and living: Blooming into next summer

Follow these eight tips to prep for next summer’s garden growing season.

Read more about Life and living: Blooming into next summer ➞

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Contact Us

New Bloomfield | Home Office

19 East Main St
PO Box 68
New Bloomfield, PA 17068

p:  (717) 582-8135

f:  (717) 582-7392

e: 

West Shore | Harrisburg Office

342 N Front St
Wormleysburg, PA 17043

p:  (717) 773-4958

f:  (717) 641-7995

e: 

Colorado | Online Bookkeeping | Virtual Office Team

2580 E. Harmony Rd, Suite 201
Fort Collins, CO 80528

p:  720-381-4546

f:  717-582-7392

e: 

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