Our office is open to serve clients via phone and video.

Learn more

6 steps to creating a budget for your small business

Creating a business budget isn't as daunting as you might think...

Read more about 6 steps to creating a budget for your small business ➞
illustration of a laptop showing images that imply making a payment online

Tax tips for P2P payment platforms

Know the tax considerations if you accept payments from clients, family or friends via PayPal, Venmo or other mobile payment platforms.

Read more about Tax tips for P2P payment platforms ➞
female smiling and looking at a computer monitor, with two thumbs up

Remote team building

Build a productive and engaged remote team with these online team building tips and activities.

Read more about Remote team building ➞
screen showing four people on an online video call, waving at each other

What 'back to normal' might look like at work

Wonder what “normal” might be when you return to the office? We’ve got a possible glimpse of the future.

Read more about What 'back to normal' might look like at work ➞
young woman and man sitting, smiling and looking over paperwork with a calculator

Why your small business needs a budget

Whatever you’ve heard, creating a budget isn’t scary. But it is necessary—and here’s why.

Read more about Why your small business needs a budget ➞
orange background with white text that reads From the firm

From the firm: The key to achieving your goals? Stay on track!

Mid-year is the perfect time to consider any changes that will help you meet your 2021 goals.

Read more about From the firm: The key to achieving your goals? Stay on track! ➞
red coffee mug on table next to blocks that spell out tax refund

Put your tax refund to work for you

Build an emergency fund? Pay down debt? Add to the college fund? Invest in yourself? How you use your tax refund can create a positive ripple in your...

Read more about Put your tax refund to work for you ➞
hand holding magnifying glass with letters floating around image and the word glossary focused in the lens area

Accounting terms - A glossary for the rest of us

When your accountant mentions P&Ls and ROIs, do you smile and nod (but wonder what the heck they mean?) Here are some common accounting terms to keep...

Read more about Accounting terms - A glossary for the rest of us ➞
raised flower bed with soil and starter pots and hand emptying seeds from a seed bag into one of the pots with soil in it

Plan now for your spring garden

It may not be warm enough in your area yet to garden outdoors, but here are things you can do now to be ready for gardening weather.

Read more about Plan now for your spring garden ➞
KPI graphic

3 tips to develop a sound KPI strategy

Use the tips to help you navigate the world of KPIs and build a “starter plan” of sorts.

Read more about 3 tips to develop a sound KPI strategy ➞
Laptop with hologram graphics

KPIs: What they are and why they’re important

Stay on top of your business’s long-term performance by monitoring key metrics...

Read more about KPIs: What they are and why they’re important ➞
home desk with computer monitor and laptop on risers

How to tune up a home office when you don’t have one

It’s a good idea to review your home office setup occasionally to be sure it works for you—especially if you don't have an actual home office.

Read more about How to tune up a home office when you don’t have one ➞

From the firm: Tax season is here…a reminder to plan ahead

As our firm works on tax returns, we encourage you to plan ahead for ways to make the post-tax season period even better for you and your family.

Read more about From the firm: Tax season is here…a reminder to plan ahead ➞

Mind flex: Easy ways to go green at work

Whether you work in the office or at home, use these simple tips to go green—and save money in the process.

Read more about Mind flex: Easy ways to go green at work ➞

Mastering your metrics: Why KPIs matter

Key performance indicators lead to a better overall understanding of business operations. Learn why KPIs matter to your success.

Read more about Mastering your metrics: Why KPIs matter ➞