Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free tcontact us and we’d love to answer any questions you have and help in any way we can.

FINANCIAL PLANNING

Budget Review

Net Worth Review

Debt Reduction

Retirement Savings Strategies

Goal Setting

PREPARING FOR THE FUTURE

Income Planning

See How We Can Help

The New Congress and Your Lynnwood Business

This time of year means big things for Lynnwood businesses like yours… and big-red-bow-on-top opportunities thanks to the post-Thanksgiving, pre-Christmas buying euphoria. Early indicators are that this has been a tepid start to the consumer holiday season, but...

Lynnwood Businesses choosing to live out of a place of gratitude

This week is an opportunity.To comfort ourselves away from the noise of our clamoring-for-attention society with good food and (mostly?) good company ... for sure.But also, to pause. There's not many opportunities for that as a Lynnwood business owner (without falling...

Our (Early) End of Year Checklist for Lynnwood Businesses

When I think about the holiday season, I think "calm before the storm." That's because in my profession, once mid-December hits, we're scrambling to handle EOY matters. And then when the new year strikes, we're holding our breath for a few weeks ... and then tax...

Changes to Your Lynnwood Business’s Social Security Payroll Taxes

Have you recovered from the electoral drama yet?Allow me to quickly remind you: No matter how you’re feeling about these results, what matters MOST is how you operate that which is under YOUR control.And I say that as somebody whose entire work is driven by decisions...

Which Bills to Pay First in Your Lynnwood Business

Holiday creep. It’s real.Here we are in early November, and it feels like Christmas decorations and other holiday chicanery have already been upon us.Lynnwood retailers are buckling in for what looks to be a rough shopping season, given current economic factors… BUT...

Can Lynnwood Businesses Still Get the Employee Retention Credit?

Everybody keeps saying we’re slowly leaving the pandemic behind – and for Lynnwood businesses, that means that pandemic tax relief is disappearing, too. But can you still qualify for one of the most popular of the Covid-related federal breaks: the Employee...

When a Local Lynnwood Business Is Shutting Its Doors

This might not apply to you.So it could just be something to file away for the future.But I’m hearing enough rumblings from other accountants and seeing some of the signs … SMB owners could be in for a tough ride over the next little while and that could mean any...

How Lynnwood Owners Can Have a Productive Business Meeting

Ever finished a meeting and thought That could have been an email? Yeah, I get that. Work meetings are one of those necessary evils that too often end up being time wasters rather than savers.But you can’t simply wave a magic wand and eliminate them (though, in...

How Lynnwood business owners can beat occupational stress

As a Lynnwood business owner, you carry the weight of your company on your shoulders. But the reward is this: when things go well – your profits are good, you’re meeting your business goals, you’re dreaming for the future, entrepreneurial FREEDOM is in the air –...

Ending Customer Relationships for Growth in Your Lynnwood Business

With the way that the economy is going, inflation, the market gyrations, etc ... ANY business seems like good business.Until it isn't.Consider ...Have you ever been in a Lynnwood store when a customer starts yelling at the employee behind the counter for something...