Meet the Team Behind Greenwood Ohlund

When a client of ours began working with our outsourced accounting team, the organization was dealing with a significant accounting cleanup issue. Their point-of-sale system, Zenoti, had not been properly mapped into QuickBooks Online, which caused a substantial amount of duplicated activity, particularly duplicated revenue. Management knew there was a problem, but the accounting records were not reliable enough to

Retirement planning involves more than investments. Learn how tax planning, Roth conversions, RMD management, estate planning, beneficiary strategies, and legacy planning can work together to provide greater flexibility and more choices for your future.