Align Your Financial Goals
and Accounting Strategy
and Accounting Strategy
02 Customized service package
Our team will prepare customized service packages for you to choose from based on your needs identified during the discovery stage. We offer fixed-pricing that is clear and transparent. Say goodbye to the outdated hourly billing model and never be surprised by an accounting bill again!
03 Implementation
Once you choose the package you like best, it is time to develop your customized accounting and tax strategy! We will also discuss tax deadlines, best practices and actionable items for the year. Our goal is to help you gain a better understanding of your tax obligations and feel in control of your finances.
04 Revisit
Our relationship does not end just because tax season is over! We will setup ongoing touch points to revisit your tax strategy and goals. You also have a CPA on retainer who will answer your questions throughout the year so that you can feel confident in your financial decisions.
