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IMPORTANT: We continue to have limited physical office hours, currently set as Monday-Thursday 9:00-4:00, and Friday’s are By Appointment Only.  With our varying staff levels, our phones do have additional hours of coverage, so please feel free to call. We still welcome you to pre-schedule a visit with our team as we would be happy to provide any one on one you may need!

Customer Retention Metrics You Need to Know

Customer Retention Metrics You Need to Know Your business’s ability to retain customers is one of the most important components to sustained growth and profitability. Here are the three retention metrics useful for every business owner. Retention rate. Most customer...

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Fun-Themed Ideas for Your Spring Cleaning

Fun-Themed Ideas for Your Spring Cleaning Give your spring cleaning a creative twist this year with the following fun-themed ideas. The Hanger Trick. Turn all your hangers backwards. After wearing an item, return the hanger forwards. After a few months, donate clothes...

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It’s Tax Day!

It's Tax Day! Here are some last-minute details and tips With the individual tax-filing deadline on Tuesday, April 15th, if you have not already done so, now is the time to complete all filing arrangements and payments. While this information is provided in our filing...

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Annual Tax Quiz – Quirky Tax Facts!

Annual Tax Quiz - Quirky Tax Facts! From quirky tax laws to surprising deductions, this fun 10-question multiple choice quiz will test your knowledge about interesting tax facts from here and around the world. Let’s see how you do! 1. Given our British origins, let's...

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Simple Ideas to Help Your Small Business

Simple Ideas to Help Your Small Business Here are several ideas to help your business grow and thrive this year. Understand your cash flow. One of the biggest causes of business failure is lack of understanding cash flow. At the end of the day, you need enough cash to...

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Aiming for Financial Goals as a Couple

Aiming for Financial Goals as a Couple Financial goals make it possible for you and your partner to work toward achieving your dreams. Here are several action items to create – and achieve – financial goals as a couple: Start talking sooner rather than later. Finances...

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Fire Survival Starts with a Family Escape Plan

Fire Survival Starts with a Family Escape Plan The recent wildfires in California forced thousands of families from their homes with little to no warning. If you ever find yourself in a similar situation where you need to evacuate your home with only a moment’s...

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