A lunchtime yoga class is a great way to recharge for the rest of the workday, especially during tax season.During the busy tax season, we actively look for ways to maintain our mental and physical health. One such way is by defeating stress. The staff recently enjoyed a meditation class and a yoga class from local yoga studio Inner Bliss, located in Westlake.

The meditation class offered us an opportunity to focus on breathing, focusing, and re-energizing with practical tips. Something as simple as three deep breaths with visualization can allow you to look at a problem with a new Read More >>

Mike Bigrigg, CPA/ABV suggests a buy/sell agreement to keep your investment from failing:



When an entrepreneur begins a business venture, there are hundreds of tasks to undertake. Even after the business is up and running, the entrepreneur is often engulfed in the immediate needs of the Company:

  • “How can I increase sales?”
  • “At which demographic should I direct my marketing efforts?”
  • “What is the best way to market and advertise?”
  • “How can I make my product bet

Sheri Terens, CPA has information you may not know about the standards of EB Audits:



The Department of Labor requires that certain retirement plans be audited annually according to the auditing standards of the AICPA. These standards are designed to protect the retirement savings of millions of Americans. It is the responsibility of CPA firms to uphold the integrity of these standards.

You may think you have done your due diligence by getting an employee bene Read More >>

Aaron Apathy, CPA lays out the best routine for a useful month-end closing process:


You may have heard the saying, “If you don’t know your numbers, you don’t know your business.”

It’s true. But how do you get into a routine of checking your numbers? The best way for a business owner to understand their businesses is by receiving financial reporting. It is essential that owners receive this information in a timely manner so that they can review and make sound business deci Read More >>

Molly Stinn, CPA helps you make sure you’re ready for the sale of your business- be it now or sometime down the road:



Mergers and acquisitions, succession planning, equity infusion. Each of these transactions potentially requires an outsider to take an up-close-and-personal look at your business. Your company may be on a fast, upward trajectory. Perhaps you chose your target market well and the economy has been with you. You’ve paid your dues and are no Read More >>

Al Harsar, CPA gives tips for tax-free retirement savings:



Saving for retirement is a no-brainer. But, wouldn’t you like to earn your retirement money on a tax-free basis? As a taxpayer, you have that option by using the benefits of a Roth IRA to save for your retirement.  Here’s how it works:

  1. Contributions to a Roth can be made with after-tax dollars, the benefit being that you pay no taxes on the appreciation when you withdraw from the Roth IRAs in the future.
  2. Ther