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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

Hedging Against a Trade War

Sep 23, 2018 | Business, Planning

Hedging Against a Trade War As a small business owner, the words “trade war” and “tariff” can be unsettling. When cost uncertainty is on the horizon, you will want to be prepared as much as possible. Here are some ideas to help you navigate...

How to Set Up a Business Accounting System

Aug 28, 2018 | Business

How to Set Up a Business Accounting System You’ve done the hard work. You have a new business idea or you’ve found an existing business to purchase. Want to help ensure your business success? Here’s how to correctly set up a business accounting...

Elements of a Good Business Partnership

Jul 31, 2018 | Business

Elements of a Good Business Partnership Like a bundle of sticks, good business partners support each other and are less likely to crack under strain together than on their own. In fact, companies with multiple owners have a stronger chance of surviving their first...

Protect Yourself from Port-Out Scams

May 21, 2018 | Business

Mobile phones not only contain our personal details and information about everyone we know; they are used to verify our identities and unlock access to our financial accounts. Now scammers are using a process called a “port-out scams” to hack into our phones to change...

Employee Family Members – Tips for Your Business

Feb 16, 2018 | Business

Employee Family Members – Tips for Your Business Working with family can be a pleasure. It can also be a pain, especially if you have to terminate a family member’s employment. Here are tips to help you ease the strain of mixing your family and employee...

Your New Life as a Pass-Through Entity Owner

Feb 9, 2018 | Business

Your New Life as a Pass-Through Entity Owner If you are a small business owner, your planning probably got a lot trickier after the passage of the Tax Cuts and Jobs Act (TCJA). That’s because most small businesses have legal structures that are treated as...