Our clients have been telling us for years that they value our advice and services and would like us to be more involved with their day-to-day business management.   The primary reasons most clients hesitate in contacting their accountant when they really need their help are:

1. Many clients do not want to be billed for phone calls and emails.  Our Guaranteed Monthly Fees are intended to reflect the value of the services offered rather than billing you based solely on our standard hourly rates.

2. Some clients feel that their accountant is out of touch with their business needs.  By only preparing annual compliance obligations (tax returns and financial statements), the typical accountant can’t possibly fully understand the challenges facing each client on a day-to-day basis. Our Service Package Options allow us to stay in almost constant contact with our clients.

The following are the four service package options that we currently offer:  

• Business Accounting and Financial Statements Services

• Business Tax Services

• Business Advisory and Planning Services

• Personal Tax and Planning Services

Click here for comparison & details of package options

Our Service Package Agreements eliminate these client/accountant barriers and setup a working relationship in which both sides benefit.   Each service package area is covered by our Fee Guarantee, which entitles you to a refund if you do not receive a satisfactory level of service.

In addition to the services covered in our service package options, we offer a variety of one-time services.  

 

 

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