Our approach is different than a traditional CPA firm or bookkeeping service. As CPAs and trusted advisors, we believe it is our job to help our customers create and protect wealth. While compliance and transactional work are important, that is not what we sell– our priority is adding value from the start and identifying new ways to add value. We take pride in our customer screening and onboarding processes because we want to deeply understand our customers and what they want out of their relationship with us. Our Advisory Service Packages are customized, bundled tax and accounting services that offer upfront monthly subscription pricing – no hourly rates, no hidden fees, just prices guaranteed.
While each advisory service offering is customized to meet the specific needs of every customer, the foundation of every advisory service package is built the same on the following:
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