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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!

Year-End Tax Moves There are always moves you can make to reduce your taxable income. Some of these tax-saving moves, however, must be completed by December 31. Here are several to consider: Tax loss harvesting. If you own stock in a taxable account that is not in a...

Ideas to Improve Your Personal Cash Flow

Ideas to Improve Your Personal Cash Flow One of the most common reasons businesses fail is due to lack of proper cash flow. The same is often true in many households. Here’s how this concept of cash flow applies to you along with some ideas to improve it. Cash...

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...

Keep Great Business Records with These Tips

Keep Great Business Records with These Tips Your bookkeeping system is the financial heart and lifeblood of your business. When set up and operating properly, your books help you make smart decisions and seamlessly turn your financial data into useful information....

The Good – and Not So Good – of AI

The Good – and Not So Good – of AI At its heart, technology exists to solve problems and enrich our lives, but its journey is rarely straightforward. The rapid integration of Artificial Intelligence (AI) into everyday tools—like search engines, smart...

2024 Form W-9 & 1099 Check In

2024 Form W-9 & 1099 Check In Summer is officially over and as we near the beginning of the 4th quarter, we again want to remind you of the importance of making sure that you are well on your way in gathering the information you will need (or we will need) in...