Our ClientsOur clients are typically small to mid-sized closely held companies and family business owners with annual revenues up to $200 million, with operations in almost every state. We have found that many of our clients turn to us when they struggle with the feeling that they have outgrown their small practice CPA, or when they feel ignored and under-served by their current accounting firm. We work with business owners who want to avoid year-end surprises; owners who struggle with non-responsive accounting partners that are slow to return phone calls; owners who don't feel they are receiving the time and attention they deserve from their current CPA firm; owners who desire to have a personal relationship with their CPA partner not shielded with layers of staff; owners who want proactive ideas on easing the tax burden throughout the year, not just a tax time; owners who struggle with the feeling that they are overpaying for the amount of accounting value they actually receive; and owners who just want to be taken care of better than what they have experienced in the past.
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