Process consulting is important for you as an independent business...
Many accountants and tax professionals are transactional and retrospective thinkers. We are a relationship-based, forward-thinking firm whose value is derived from saving you lots of money on the four I’s – the IRS, Interest, Insurance, and Investments.
We leverage three types of financial intelligence to gain a comprehensive understanding of your
business and save you lots of time and money:
But of course! But while we will work with anyone, we do not work with everyone. We leverage our curated discovery process to get to know you and your business to determine if you are a good fit for our services.
With a focus on technological innovation and continuous process improvement, we havedesigned our practice to provide the same service and value we would deliver to our local real estate investors. To save you time, our complimentary discovery call is conducted remotely.
We are a proactive firm that prioritizes relationships ahead of transactions and maximum value delivery over hourly fees. We view our clients as partners who share in the accountability over the performance of their businesses. Learn more about us by scheduling a complimentary discovery call today!
While many industry peers charge based on the hour, our forward-thinking firm prices our services based on the ridiculous value that our clients receive. Each client’s situation is unique, and we build our pricing to reflect the needs of our clients and the deliverables they desire.
Book a complimentary discovery call and see how investing in our services can save you time and money.
Getting started is easy. Register for a complimentary discovery call and learn about the multitude of ways we can save your business money and deliver maximum value.
I can’t predict how much your session might save you. But you’ll know as soon as you send in your tax returns for my free analysis. I’ll review them in detail and look for mistakes and missed opportunities. When we meet for your free mini-tax planning session, I’ll share with you what I find so you can begin saving immediately. Business owners just like you have used our strategies to save thousands, year after year. You owe it to yourself to ensure you’re not missing any legal savings.