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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

The Self-Employed Pricing Trap (And How To Escape It)

Sep 11, 2025 | Business

The Self-Employed Pricing Trap (And How To Escape It) If you’re self-employed, there’s a good chance the rates you charge for your services are too low. Maybe you started out charging less to gain experience or attract clients, then never adjusted. This is the...

Reputation Rescue: Smart Ways to Handle Bad Business Reviews

Aug 22, 2025 | Business

Reputation Rescue: Smart Ways to Handle Bad Business Reviews A negative online review can be frustrating, especially when you work hard to provide a great product or service. How you respond to the negative review, though, may matter more than the review itself. Here...

Becoming What We See and Hear: The Quiet Power of Influence

Aug 9, 2025 | Business

Becoming What We See and Hear: The Quiet Power of Influence We like to think we’re in control of our decisions. But the truth is, much of what we do is shaped by influence – often subtly, sometimes blatantly – through what we see, hear, and experience every day....

Be Prepared for Surprise Business Expenses

Jul 21, 2025 | Business, Planning

Be Prepared for Surprise Business Expenses Getting a bill for an unexpected expense can put a dent in your business’s cash flow. Here are some tips your business can use to handle these unforeseen bumps in the road. Stick to a reconciliation schedule. Know how much...

Keep Great Business Records with These Tips

Jun 15, 2025 | Accounting, Business

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....

Springboard Your Summer Job into Valuable Experience

Jun 10, 2025 | Business, Finances

Springboard Your Summer Job into Valuable Experience A summer job is more than just a way to earn extra cash — it’s an opportunity to build valuable skills, expand your network, and set yourself up for future success. Whether you’re working at a local café, interning...