Our Approach
We get to know our clients. If you are new to our firm, you may find that at first, we have more questions than answers. We want to understand your financial pain points. What’s important to you? Once we understand, we can then determine if we can do business together and the best way forward to deliver a great solution.
We go deeper with our clients. We prefer to work with clients who require year-round service. For example, a business may need a combination of tax preparation, accounting support, and payroll preparation. Our goal for a client like this is to do the work throughout the year and charge monthly, to avoid those “fun” surprises at tax time. In fact, we like to say that with proactive planning, the tax return is nothing more than an afterthought!