CEO Services

01/24/2026

Oh my. Can you tell I haven't figured out how to post links properly? The ADP link goes to my Affiliate login page, which is not the intention. Back to the drawing board. Plus, it shows up on my personal FB page, and I posted it to my business FB page.

Working with ADP has never been easier. Thanks to ADP, our clients can get 24/7 customer service and help with their cash flow, people management, and risk/compliance. Click here to speak with our ADP rep and find out how ADP can help you.

01/23/2026

Shameless ADP marketing, but hey my business success is enhanced by my offering ADP payroll services, retirement packages, ERC, HR packages.

Our firm recommends ADP because our clients can get 24/7 customer service and the support they need to help manage their cash flow, people and risk. Check them out or contact our office to learn more!

04/17/2019

San Francisco Bay Area ProAdvisor Rally

We Are Restarting Our Local QuickBooks Meetings!

We have teamed up with Woodard Groups and are holding our kick-off meeting – with two day/location options!

Guests include Joe Woodard and Misty Megia.

Please note: Seating is limited at Zoho and is extremely limited at Intuit, so RSVP today!

Option 1

When: Monday, April 22, 2019, 5:30 – 7:30 pm
Where: Zoho, 4141 Hacienda Drive, Pleasanton, CA 94588
Refreshments: Light dinner and soft drinks
Cost: Free
Guests: Joe Woodard & Misty Megia

Option 2
When: Tuesday, April 23, 2019, 12:00 noon – 1:30 pm
Where: Intuit, Building 7, 2700 Coast Ave, Mountain View, CA 94043
Refreshments: Lunch and soft drinks
Cost: Free
Guests: Joe Woodard & Intuit Executive TBD

RSVP: email David at [email protected], Fran at [email protected], or [email protected] with which day/location you prefer to attend.

We are excited to reestablish this wonderful community where we can learn so much from each other. We look forward to seeing you soon!

To receive information about future meetings, join our page.

Woodard Groups allow accounting professionals and other small business advisors to interact throughout the year at a local level, leading to the development of highly impactful, long-term professional relationships. In addition to networking opportunities, the local meetings offer in-depth training and the opportunity to cross refer services.

02/14/2019

In the beginning stages of modernizing our website. Thank you Tony! He's an amazing web developer, so I'm excited about working with him on this project.

02/02/2019

After seeing that at least four of my customers use Expensify, I finally completed their certified course. I can now add them to my toolbox of solutions for QuickBooks.

12/25/2018

First post: Happy Holidays and Merry Christmas. Yep. Getting caught up on emails for the holidays. Emails are the modern paperwork.