Why Choose Us
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Why Choose Us
As CPA’s, we have the experience, knowhow and compassion to help you pick the best paths to achieve all your business and personal financial goals. From there, we help you get it done.
Vast Experience as CPA’s
Our experience with a wide variety of industries provides the knowledge and perspective to help clients deal with almost any opportunity or challenge, business or personal.
We have started dozens of businesses, sold them, migrated ownership, developed the entire back office including effective accounting systems and dealt with all areas of tax, insurance, HR and everything else.
Most importantly, we have great humility for the enormous challenges facing our business owners as well as the ever-increasing financial challenge of the average individual. Our job is to help you determine the path forward that makes sense to you.
Roadmap Approach
Most management consulting is heavy on talk and light on detailed action plans.
Our approach anchors your goals and challenges into a forward looking, calendar driven action plan…one which shows key steps, milestones and the financial forecast.
This provides all the stakeholders (business or a family) to better see the paths forward and really engage on the action steps.
Effective ROI
Return on Investment is the guiding light of all financial initiatives. If I invest X, will I get 4X as a return ?
Every recommendation we make is vetted from a ROI perspective and is continually qualified. Of course, the one thing constant about any plan is that usually, the plan will change. By anchoring ROI to the action steps, we can adjust plans as necessary to achieve the outcomes desired. It’s all based on the premise financial plans should, logically, be put through a “financial filter.”
And we always scale our support and costs for larger projects by adopting our ‘First Cut’ approach which helps qualify the scope of the tasks.
Independent, Truthful, Confidential & Compassionate
We are independent advisors…we only sell knowhow and expertise…which means we are truthful, confidential and, compassionate.
We talk about compassion because as everyone knows, running a business (or just running a household) is getting more and more challenging. Everyone must do their best and ultimately, it takes courage and guts. We are empathetic to these challenges and we’ll always be in your corner. We always speak the truth, even when its not what one may wish to hear. But from there, we work hard to find solutions.
We compliment your entrepreneurial spirit by applying the science of financial business strategy.
