What Our Clients Are Saying.
“The work is always done in a timely manner—and done when we need it. The turnaround time is always quick.”
Chris P., Northwest Liquid Gold
NorAm Financial Services
You didn’t open a bakery to spend your off-hours balancing the books, launch an apparel line to keep tabs on vendor bills or dream up a dog-sitting service to research business taxes between walks.
Whatever your passion, crunching numbers and figuring out finances isn’t it.
Since 2014, our team of experts has made life easier for stressed-out small business owners and nonprofit managers with essential services, financial coaching and other key resources.
Learn more about our offerings, and schedule a free consultation today.
Client of the Month!
Back in 2010, Dan Stewart looked around the investment industry and didn’t like what he saw – namely, firms prioritizing profits and commissions over the long-term financial health of the clients they served.
So, with more than 15 years of experience, Stewart created Revere Asset Management.
Eight years later, Revere prides itself on being a Fiduciary and fee-based only Registered Investment Advisor for clients, meaning Stewart’s team gets paid a flat fee percentage to manage portfolios–and are, therefore, incentivized to act exclusively in the best interests of their clients. Put another way: Revere’s interests are aligned with their clients’ interests.
In analyzing markets, the Revere team uses a mix of fundamental and technical analysis to serve its clients–and only its clients. “It’s the ethical way to do business,” Stewart says. “It’s transparent. When your interests aren’t aligned with your clients’, you create a deceptive environment. At Revere, it is about strategy – NOT products.”
In addition to helping clients, the Revere Team hosts the Your Money Radio Show, a weekly podcast that wraps up the past week’s market action and what to expect heading into next week. Revere also produces a daily short video market newsletter for their StockNerd® community, providing actionable ideas.
Education is important for anyone trying to learn about the markets; Revere’s educational tools are free, and those interested can reach out for more information.
As a small business or nonprofit owner, you don’t have time to track down tax forms and search for important links. Fortunately, we’ve gathered those resources so you don’t have to.
Our “Resources” section hosts state and federal tax forms to help you make new hires, update information for current employees, and ensure a stress-free tax season. We’ve also gathered links to chambers of commerce and other business resources to help clients make connections within their communities.