Things you should know before you hire us

• We don't like charging by the hour
• We like working with people we enjoy as friends
• We think strategically
• We want you to accomplish your goals

Things you should know about our clients

• They value results, not time on the clock
• They don't take themselves or the world at large too seriously
• They think (or want to think) ahead
• They have (or know they need to have) goals

Our process

We don't have a magic wand. Achieving goals takes work, but it also requires discipline. Over years of working with clients we have developed a method of prioritizing what needs to get done, in what order, to assist clients in realizing their vision for their business. Starting at the bottom...

It sounds simple, but most business owners only have experience in the lowest two sections of this pyramid. Often the inability to progress any further up the pyramid means that both bookkeeping and tax planning suffer. This isn't surprising when you understand a few basic truths.

Business owners have more work to do than time to do it...

They need help with execution and time management

CPA's and financial advisors tend to look backward rather than forward...

Owners need help with planning and setting goals

Hourly billing discourages clients from seeking help from their advisors...

They need a fixed fee to stop worrying about the cost

Business owners need accountability to accomplish their goals...

They need someone to hold their feet to the fire

If this sounds like you fill out the information below so we can talk to one another and explore the possibility of working together.