SSC CPAs + Advisors

05/29/2026

If you are a new graduate, there is a lot of work behind you and a new financial picture ahead.

This stage of life often brings a shift in how you think about your personal finances, from reallocating cash flow to reevaluating long-term investment strategies.

Explore what’s possible: https://bit.ly/4mNEqO7

05/27/2026

Looking for the next right step for your CPA firm? Growth through mergers or acquisitions isn't about bigger. It's about better — for your clients and your team.

Our team focuses on alignment, culture, and long-term value to position your firm's legacy. Your firm's legacy doesn't end here. It expands. You built something worth building on.

Join your firm with SSC: https://bit.ly/4aM4Gmw

05/26/2026

Summer has a way of sneaking up on business owners. Taking time now to review cashflow, adjust forecasts, and plan for seasonal shifts creates flexibility when schedules get busy. It also opens the door to new opportunities that may come mid-year.

Get ahead before summer hits: https://bit.ly/4ctmghl

05/25/2026

Today we remember and honor those who gave their lives in service to our country. Their sacrifice is the foundation of the freedoms we experience every day. We are thankful for the courage and dedication of those who served.

05/22/2026

If your business depends on you, an important question to answer is: What’s the plan?

Succession planning is not just about stepping away someday. It’s about protecting what you’ve built and creating continuity for your team and clients. The earlier you start, the more options you have.

Start the conversation with our team: https://bit.ly/4eFRoeR

05/21/2026

Our Tulsa team had a great day with Merit Financial Advisors hosting lunch for the amazing team at Robert B Grove Elementary. Thank you to the Marshall Family Food Truck for joining us and congratulations to the lucky winner of the gift card drawing!

We are grateful for the opportunity to celebrate the teachers, administrators, and support staff who make such a lasting impact every day.

05/20/2026

To all our fellow CPAs, you know it’s after tax season when...

- Your inbox finally hits zero.
- You remember what day of the week it is.
- You're circling back on everything that got pushed to “after April 15.”
- Coffee intake starts to look a little more reasonable again.

Be honest, which one are you?

05/19/2026

Tax Day may be behind us, but effective tax planning continues year-round.

Mid-year is an ideal time to revisit your strategy, identify opportunities, and make proactive adjustments before year-end. Start the conversation today with your SSC tax advisor and Merit Financial Advisors about connecting your income tax planning to your financial planning.

Learn more in this blog by Michele Hammann: https://bit.ly/4de5VgL

Many investors think tax planning happens only once a year, but the reality is that mid-year check-ins are just as important.

05/18/2026

An Employee Stock Ownership Plan (ESOP) can be a powerful tool for succession, retention, and long-term value creation when structured correctly. The process requires careful planning and the right advisory team to guide each step. Our expertise and experience as a veteran ESOP helps business owners understand if an ESOP aligns with their goals and how to execute it effectively.

Build a strategy that benefits both your business and your people: https://bit.ly/42MhWEp

05/15/2026

We’re proud that our COO, Erika Dvorske, took the stage again at the 2026 BDO Alliance USA Conference. She contributed to an insightful conversation on the evolving role of ESOPs in today’s firms and how using ownership reflects the strategy driving SSC forward. Thank you for representing!