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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

Fraud Files: Older Consumers at Higher Risk

It’s estimated that almost one in five Americans over age 65 has been a victim of elder financial abuse. Read on for more information.
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Staying in Compliance with Overtime Pay Regulations

Here are some tips for staying in compliance with the Department of Labor's overtime pay regulations.
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Do You Have an Exit Strategy?

Have you thought about planning for the day you sell your company? Maybe you’re still growing your business, or you’re still heavily involved in the day-to-day operations, and you haven’t thought about leaving anytime soon. Even if it hasn’t crossed your mind, it’s not too early to get a plan in place for that transition. Your CPA is the person to talk to about your exit strategy, but here is a quick overview.
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Benefits and Perks that Matter

Industry experts have determined that benefits are growing in importance to job searchers. A new study suggests that 57% of prospective employees rate perks and benefits as major considerations when accepting or declining a job offer.
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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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