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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

Six Simple Ideas to Help Your Small Business

Jul 1, 2022 | Business

Six Simple Ideas to Help Your Small Business Here are six ideas to help your business grow and thrive this summer. Understand your cash flow. One of the biggest causes of business failure is lack of understanding cash flow. At the end of the day, you need enough cash...

Making Your Home Office a Tax Deduction

Jun 7, 2022 | Business, Taxes

Making Your Home Office a Tax Deduction The home office deduction is a great tax break for the millions of Americans who are now working from home, either occasionally or full-time. But there’s one huge catch…you can’t be an employee! That’s right, if you’re working...

Maximizing Work From Home

May 19, 2022 | Business

Maximizing Your Working From Home Opportunity Flexible working arrangements appear to be here to stay. But the benefits of working from home also come with the challenge of maintaining an appropriate work-life balance and a high level of productivity. Here are several...

The Benefits of Being a Sole Proprietor

Apr 29, 2022 | Business, Planning

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...

Business Metrics that Have Impact

Feb 28, 2022 | Business

Business Metrics that Have Impact At the end of the year it is easy to compare revenue, gross margin, and profitability to the prior year and to your business plan. Here are a few ideas of other metrics to consider. Customer acquisition cost. Divide the total amount...

Home-Based Business Tips

Feb 19, 2022 | Business

Home-Based Business Tips Home-based businesses can be financially rewarding and provide a certain amount of flexibility with your day-to-day schedule. Here are some tips to keep your business running at full steam. Stay on top of accounts receivable. It’s easy to get...