We are a full service Accounting, Advisory, Bookkeeping and Tax Practice with a special emphasis toward solving Small Business Owners immediate problems and creating long-term relationships by helping clients achieve their goals. Our experience in finance, operations and strategic planning combined with our expertise in Accounting and the Internal Revenue Code position us extremely well to help Small Businesses with a broad range of issues.
01 – Introduction
We’ll begin the process with a (stress-free) conversation to get to know you and/or your business.
02 – Data Collection
Next, we’ll work with you to gather the information we need to understand your issue(s) in detail and to address anything else that we see based on the data – in addition to what was discussed during our introduction.
03 – Analysis & Proposal
We’ll present you with our findings and submit our analysis and proposal to engage our services.
04 – Kick Off
After you’re on-boarded, we will continue to communicate our progress and complete the tasks or project based on the engagement agreement.
Another attempt at humor
An Accountant is someone who solves a problem you didn’t know you had in a way you don’t understand.
Some more humor – We can always use more
It takes finesse (and style) to tell someone and convince them that they’re incorrect. The video in this link is not that example.