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Office Hours
*Our physical Westlake office is open Monday – Thursday from 9:00 AM to 4:00 PM. Fridays are available by appointment only. Phone support is available beyond these hours, so please don’t hesitate to call.
*To ensure the best experience and any one-on-one needs, we recommend you pre-schedule for in-person visits. We’re also happy to arrange phone or Zoom/Teams meetings, which can offer additional flexibility.

Six Simple Ideas to Help Your Small Business

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

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...

The Benefits of Being a Sole Proprietor

The Benefits of Being a Sole Proprietor Many start-up businesses move from hobby status to a business when they start to make a profit. The tax entity typically used is a sole proprietorship. Taxes on this business activity type flow through your personal tax return...

Make Online Reviews Work For Your Business

Make Online Reviews Work For Your Business Many factors play into a potential customer’s decision to buy your product or service, but one thing is clear — online reviews are at the top of the list. Here are suggestions to improve yours: Create an impactful online...

Retirement Plan Options for Small Business Owners

Retirement Plan Options for Small Business Owners Offering a retirement plan can be a powerful tool when you’re competing to attract the best employees. And if you’re a sole proprietor, a retirement account can help you save even more money for the future. Here...