Accounting is far more than handling taxes. We work closely with our clients, establishing a comprehensive strategy that will maximize efficiency and minimize waste year-round. The first step in this process is gaining a thorough understanding of you and your business, so that we can suggest creative financial solutions that improve operations and allow you more time to focus on running your business day-to-day.

With over 75 years of experience and diverse financial expertise, we can help you recognize and correct a broad range of issues that affect businesses of all sizes. Whether yours is a new or established organization, we will help you find a path to more efficient management and long-term success.

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January 8, 2020

Determining an employee’s “home” for reimbursement purposes

Despite the prevalence of Web-based meetings, many of today’s businesses still have plenty of employees who travel. If you still have sales staff or other workers out on the road, and you’re reimbursing them on a tax-free basis for their travel expenses, it’s important for you as the employer to stay up to date on … Continue reading Determining an employee’s “home” for reimbursement purposes

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January 8, 2020

What to do about fraudulent credit or debit card charges

It’s an awful feeling to learn that someone has used your credit or debit card to make fraudulent charges. Whether you’re liable typically depends on the type of card, whether you still possess the card and when you alert the issuer. Credit cards If your card is lost or stolen and you report it to … Continue reading What to do about fraudulent credit or debit card charges

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January 8, 2020

Every business owner needs an exit strategy

As a business owner, you have to keep your eye on your company’s income and expenses and applicable tax breaks. But you also must look out for your own financial future. And that includes creating an exit strategy. Buy-sell agreement When a business has more than one owner, a buy-sell agreement can be a powerful … Continue reading Every business owner needs an exit strategy

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