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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

Ingredients of a Successful Business Partnership

Dec 11, 2023 | Business

Ingredients of a Successful 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...

Unique Employee Benefits to Differentiate Your Business

Nov 6, 2023 | Business

Unique Employee Benefits to Differentiate Your Business New customers aren’t the only group of people you may be trying to attract to your business. It can be as equally challenging – maybe even more so – to attract and retain quality employees. In...

Mitigating Business Risk with Cross-Training

Oct 16, 2023 | Business

Mitigating Business Risk with Cross-Training Cross-training to ensure more than one person knows key functional areas can be a win-win situation for you and your employees. Large companies often use it to prepare managers for future promotions. But in small companies,...

Hiring Family Members – What You Need to Know!

Sep 21, 2023 | Business

Hiring Family Members – What You Need to Know! Many business owners hire their children, their spouse, or other family members to work in their business. Sometimes this works out well. Other times it causes problems. Here are some of the key pros and cons of...

2023 Form W-9 & 1099 Check-In

Sep 19, 2023 | Business, Planning

2023 Form W-9 & 1099 Check-In Summer is officially over and as we near the beginning of the 4th quarter, we again want to remind you of the importance of making sure that you are well on your way in gathering the information you will need (or we will need) in...

Surprise Bills: Prepare Your Business for the Unexpected

Aug 24, 2023 | Business, Planning

Surprise Bills: Prepare Your Business for the Unexpected Getting a bill for an unexpected expense can put a dent in your business’s cash flow. Here are some tips your business can use to handle these unforeseen bumps in the road. Stick to a reconciliation schedule....