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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

2024 Form W-9 & 1099 Reminder

Sep 27, 2024 | Accounting, Business, Planning

It is that time of year when you need to start preparing for issuing 1099-NECs and 1099-MISC. Early preparation assists you (or us if we are preparing on your behalf) in making sure your 1099s are prepared accurately and filed timely. Q. Who is subject to receive a...

Expand Your Professional Vocabulary

Sep 1, 2024 | Business

Expand Your Professional Vocabulary In our fast-moving world, using concise yet descriptive words and phrases can be very powerful when communicating important thoughts and ideas. While the term can incite eye-rolls if overused, certain words and associated phrases...

The Busy Business Owner: Get Back 15 Minutes a Day

Aug 21, 2024 | Business

The Busy Business Owner: Get Back 15 Minutes a Day Meetings, phone calls, emails, text messages, and water cooler conversations with your employees constantly bombard you as a business owner. Freeing up 15 minutes a day could dramatically improve both your workflow...

Partner With a Tax Expert if the IRS Comes Knocking

Aug 14, 2024 | Business, Taxes

Partner With a Tax Expert if the IRS Comes Knocking Sleuthing your way through a tax audit or responding to a letter from the IRS by yourself is not the same as fixing a leaky faucet or changing your oil. Here are reasons to partner with a tax professional as soon as...

Six Simple Ideas to Help Your Small Business

Aug 1, 2024 | Business, Finances

Six Simple Ideas to Help Your Small Business Here are six ideas to help jump start improvements in your small business. As always, please reach out if you wish to discuss any of them. Understand your cash flow. At the end of the day, you need enough cash to pay your...

Business Advice: Every Impression Matters

Jul 15, 2024 | Business

Business Advice: Every Impression Matters With competition knocking at your door for virtually every product or service, you need to hone every advantage available to you. One of the ways you can set your business apart is to create an awesome customer experience with...