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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

PPP Loan Expenses Are Now Tax Deductible

Jan 26, 2021 | Business, Taxes

PPP Loan Expenses Are Now Tax Deductible If you or your business received funds from the Paycheck Protection Program (PPP), the recently passed Emergency Coronavirus Relief Act of 2020 will help to dramatically cut your tax bill. Here’s what you need to know....

A Happy Banker Makes for a Happy Business

Dec 28, 2020 | Business, Finances

A Happy Banker Makes for a Happy Business With the onset of COVID-19, small business banks are more nervous about potential loan losses than ever. Here are several tips for your business to maintain a great working relationship with your lender. These same tips can...

Home Office Tax Deduction

Dec 14, 2020 | Business, Taxes

Home Office Tax Deduction If you are working from home for the first time in 2020, you may be wondering if your home office is tax deductible. The bad news? If you’re working from home for an employer, you normally can’t deduct your home office expenses. Here’s a...

Retirement Savings Tips for Small Business Owners

Dec 7, 2020 | Business, Planning

Retirement Savings Tips for Small Business Owners As an owner of a small business, you’ve proven that you’re a self-starter by operating a successful private enterprise. Of equal importance is applying your skills towards saving for your future. Here are some of the...

How to Walk the Tightrope When Raising Prices

Nov 25, 2020 | Business

How to Walk the Tightrope When Raising Prices Raising prices can be fraught with risk during good economic times. So what happens if you try to raise prices during bad economic times? As Hamlet would say, “Ah, there’s the rub.” If you raise prices,...

Connecting with Customers During an Emergency

Oct 31, 2020 | Business

Connecting with Customers During an Emergency Worldwide GPS technology giant Garmin became the latest high-profile business to get targeted by cyber criminals. It was widely reported that Garmin suffered a ransomware attack and ultimately paid a ransom of close to $10...