I can't say enough great things about this team! From the very first conversation, it was clear…read morethey truly care about their clients' success, not just in business, but in life. They take the time to listen, understand your goals, and then give you clear, actionable strategies to get there. What I love most is their integrity and authenticity. In a world where it's hard to know who to trust, they stand out as people who genuinely have your back. Their financial advice is solid, their business insight is priceless, and their energy is uplifting. Every time I leave a meeting (virtual or in person), I feel more confident, more focused, and inspired to take the next step. So If you're looking for guidance that's both smart and heart-centered, I highly recommend them. You won't just get great consulting, you'll also gain partners who are truly invested in your growth.

From the owner: Ask Bree and Lisa for strategic financial planning that works. Index-based wealth building,…read moreretirement planning & business growth with energy and expertise. We believe clarity should come before commitment. That’s why every consultation is 100% complimentary.

Dawn is the best! We had our will notarized with her and the process was straightforward and fast…read more Absolutely would recommend using her if you're in the Sanford area.

Siply Magical I…read morespent months searching for a position and was ready to take just about anything that my father would have approved of. At my wits end, I asked YELP to connect me with some Employment Agencies. Within a few days, received replies from Sipley the Best requesting a resume. Within 10 days, a message was sent from an amazing business owner stating that Dawn had forwarded my information to him and he wanted to talk. In only two weeks, I was having lunch with the partners, and when the 3-week mark hits, I will be onboarded and officially part of this exciting adventure! Thank you Dawn - you ARE magical, and an answer to my prayers.

Jennifer's team was asked to create eight months of accounting records for an HOA that was unable…read moreto get financials from its management company. Her team did a fantastic job creating the books and accurate financial statements in a short amount of time. With her reports the HOA was able to change management companies successfully and seamlessly.

From the owner: Step into the world of Jennifer Shelton, a seasoned professional weaving expertise in finance and…read morelaw. Jennifer holds an MBA in Accounting and a Juris Masters in Financial Regulation & Compliance. With over 25 years dedicated to Accounting & Tax Services, she's known for her precise and reliable contributions. In executive roles for 20+ years, including CFO, HR, and the Mortgage Industry, Jennifer's leadership spans diverse sectors. Her strategic financial insights have not only fine-tuned fiscal performance but have also been instrumental in her success across various industries. Explore Jennifer's profile to unravel the depth of her experience and discover the inventive solutions she brings to the dynamic crossroads of finance and compliance. JR Shelton Bookkeeping Consulting Svcs LLC

Jeff at Crossroads Business Brokers is the best in the business. From high-level industry…read moreexperience, to personable and caring service, I wouldn't recommend anyone else to someone who is buying or selling a business. In my career in construction and real estate, Jeff has been an invaluable partner with his knowledge and attention to detail. If looking for a business broker, look no further!

From the owner: We help people sell businesses at maximum value…read more Our process includes a FREE valuation, marketing, and vetting all potential buyers while the owner handles their business uninterrupted. Our commission is SUCCESS based where we don't receive payment until the business is sold. After the FREE valuation, their is no commitment to move forward.