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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!

Client Portal

Customer Retention Metrics You Need to Know

May 7, 2025 | Business

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...

Why Do Socks Always Vanish? And Other Pressing Life Questions

Apr 21, 2025 | Planning

Why Do Socks Always Vanish? And Other Pressing Life Questions It’s a universal truth: socks have a way of disappearing. The mystery of the vanishing sock is an unsolved puzzle that everyone experiences. But what’s really behind this bizarre phenomenon? And what about...

Fun-Themed Ideas for Your Spring Cleaning

Apr 14, 2025 | Planning

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...

It’s Tax Day!

Apr 7, 2025 | Planning, Taxes

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...