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Helping Clients Achieve Financial Success

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Access to our personal portal is reserved for clients who have requested our portal services. This is a secure extension of our website designed to allow better, more convenient communication exchange, including documents and services. If you would like to learn more about this service, please contact us.
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Financial Sense Blog

Boost Your Productivity

Having the best attitude and strong skill set can’t make up for a lack in strong work habits. Boost your overall productivity by implementing planning and organizational elements into your schedule.
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Key Imperatives for Internal Audits

Internal audits are playing an ever more important role in helping businesses succeed. In an environment where technological innovation and global interconnectedness presents rapidly moving challenges and opportunities for business owners, more and more organizations are relying on internal auditors for insight.
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Help Your Employees After a Big Technology Change

For your business to grow and maintain its agility, the technology you use must stay current and up-to-date. This process of switching to new systems can be intimidating and even frustrating to those using it – your employees. By carefully training your employees, you can make sure that your new technology doesn’t alienate, but excites your team!
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Summer Activities to Improve Your Career

In the midst of summer, most of us want to take a break from our careers by vacationing and taking some time off. Yet, there are some ways to make some time for yourself and your career goals while enjoying the summer season, by proactively engaging in some meaningful professional development at the same time.
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Our Angle on Service

At Lewis & Knopf, we feel there are three elements of service that are essential to our clients’ SUCCESS and SATISFACTION—quality, timeliness and affordability. Most large firms can only deliver on two sides of the service triangle—we take pride in the fact that we can fulfill all three.
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