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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.

Client Portal

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...

The Benefits of Being a Sole Proprietor

Jun 22, 2024 | Business

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

May 7, 2024 | 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...