Personal Finance Tips for Entrepreneurs

This article originally appeared on NerdWallet and is shared with with permission. By Heather Castle, CFP Learn more about Heather on NerdWallet’s Ask an Advisor  As entrepreneurs, many small-business owners are comfortable taking risks. But their business is often their biggest asset, as well as the largest source of their household’s income, which means it’s especially important…

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Meet Our Clients: Professional Computer Support

Daniel Hernandez knew early on that he would end up starting his own business.  As an IT professional, he wanted to continue to learn and grow but faced limitations in a full-time IT support role.  Now as a small business owner, Dan works with hundreds of companies and is constantly learning and adapting his business…

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It’s Oakland Restaurant Week!

      It’s one of our favorite weeks of the year: Oakland Restaurant Week!  From January 19 through January 29, restaurants across town are offering lunch and dinner specials between $20 and $50 per person.  We encourage you to take this opportunity to check out some of our clients’ restaurants:   Nido Adesso Brotzeit…

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It’s San Francisco Restaurant Week!

It’s our favorite time of the year: Restaurant Week!  San Francisco and Oakland’s restaurant weeks happen simultaneously this year, which means great eating on both sides of the Bay!   San Francisco Restaurant Week kicks off January 18 and runs through January 29, 2017.  You’ll find lunch prix-fixe menus at $15 and $25 and dinner…

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In Honor of Dr. King

On Monday our offices are closed in recognition of Dr. Martin Luther King Jr.  Dr. King’s birthday is now a national day of service, and we look forward to joining our community in service and remembrance.   Dr. King’s legacy is important and informs our work of creating access to capital and opportunities for communities…

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