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MODERNADVISORS

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APPS

Select online apps from the list at the right. You'll find everything you need
to conduct business with us.

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Onvio Client Center




QuickBooks Online




QuickBooks Desktop




myPay Payroll Login

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Video Conferencing

Zoom




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Our office is now open by appointment only.

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LET US GUIDE YOU TOWARD A HEALTHY FINANCIAL FUTURE


WHAT WE DO

Let us take the stress out of running your business


BOOKKEEPING

You run your business. We’ll run your numbers.

Learn more about bookkeeping.


PAYROLL

Avoid payroll filing issues and day-to-day processing by handing complex payroll
work over to us.

Learn more about payroll.


TAX

No two tax clients are the same. Enjoy tax support tailored to your needs.

Learn more about tax.


ADVICE

We’ll take you beyond the numbers with deep analysis and strategic guidance that
enables you to make sound, smart business decisions.

Learn more about advice.

Hear it straight from our
client




WHO WE SERVE

Trust us to understand your unique needs


SERVICE-BASED BUSINESSES

We make outgoing payments on time and seamlessly manage your cash flow.


CHURCHES

Helping strengthen your financial standing with dedicated, strategic guidance.


REAL ESTATE INVESTORS

We’ll handle the accounting so you can get back on location, location, location.


PEOPLE

We are here to help reduce the burden of tax season.

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MULTICHANNEL MARKETING FOR YOUR SMALL BUSINESS

Download the eBook about Multichannel marketing for your small business


ADVANTAGE

Your personal
finance edge


FROM THE FIRM: MAKING THE MOST OF WHAT'S LEFT

Once again, it’s back-to-school season and we’re heading into fourth quarter.
This means it’s time to look at making the most of the end of the year.

Read more about From the firm: Making the most of what's left> ➞


FAQS: MULTICHANNEL MARKETING FOR SMALL BUSINESSES

Here’s a primer on a marketing strategy you may have been nervous about trying
(spoiler: don’t be).

Read more about FAQs: Multichannel marketing for small businesses> ➞


ENDING THE YEAR STRONG

It’s crunch time! As the year comes to an end, be sure to apply these strategies
to finish out strong.

Read more about Ending the year strong> ➞
More articles from this issue


QUICKREADS

Let's talk business


HOW TO 'TALK TO THE CHANNEL' IN MULTICHANNEL MARKETING

Multichannel marketing may sound like the latest buzzword, but it’s actually a
strategy that makes sense, given all the choices your existing and pote...

Read more about How to 'talk to the channel' in multichannel marketing ➞


HOW AN ACCOUNTANT CAN HELP YOUR SMALL BUSINESS SUCCEED

If you’d like to free up your time to concentrate on growing your small
business, find out how we can assist you with advisory services that can give...

Read more about How an accountant can help your small business succeed ➞


STICKING TO YOUR SMALL BUSINESS BUDGET

Here are a few hints for making sure that your newly created budget is one you
won’t have trouble following.

Read more about Sticking to your small business budget ➞


HELP US. HELP OTHERS.

Tell us about your experience with our firm.



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WHO WE WORK WITH




CONTACT US

ModernAdvisors

109 St. Marys Avenue, Suite 101
P.O. Box 1207
La Plata, MD 20646

p:  (301) 392-0677

f:  (301) 392-3019

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Firm ID: 39938 Modern Advisors is not endorsed by or affiliated with Ameriprise
Financial. We are not under the supervision of Ameriprise Financial, and are not
a broker-dealer or investment advisory firm. Financial planning services
including wealth management strategies and protection planning are being made
available to our valued clients through a formal referral relationship with
Ameriprise Financial. For more information on Ameriprise Financial, visit
www.ameripriseadvisors.com/david.c.lohff

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