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Every Friday morning from 9am to 915am (EST), we provide an interactive update via Zoom covering business, tax and finance matters.
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We are an accounting firm focused on growing wealth, lowering tax and promoting peace for our clients.
Clients
Yrs of Experience
States
Awards
"Business is about human relationships, not numbers. It's about emotion, not transactions."
We are experts
Licensed professionals with specialized knowledge in accounting, tax and finance
We are innovative
Adaptable to the ever changing business environments while embracing cutting edge technology
We are professional
Maintaining high standards in all aspects of our work with an emphasis on trust and accountability
Business Services
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The most successful companies are those that integrate purpose and profit. The first (purpose) typically comes naturally. We support our clients with the latter (profit). We offer professional services designed to uplift and empower our clients to be successful.
Bookkeeping Services
Small Business Accounting
Business Advisory Services
Financial Planning & Analysis
Tax Planning & Strategy
Tax Preparation
Individual Services
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Our primary goal is to be your trusted advisor. Most people associate going to a CPA with going to the dentist. And it makes sense at the surface. Scary, confusing, vulnerable, costly. We strive to create good experiences by focusing on value & delivery.
Tax Preparation
Tax Planning & Strategy
Personal Finance Coaching
Financial Consulting
Heuristics
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We recognize that there are times when prospective clients aren't ready to fully engage a CPA, but instead need specific guidance on some matters.
Courses
Templates
Workflows
01
We do nothing but listen.
No two businesses are the same. No two people are the same. Our first step is a discovery to learn what it is you're looking for.
02
We use leading practices.
Leading practices are progress highways; tested and proven by many to get you where you want to be faster, with less headaches and friction.
03
We activate and execute the plan
We prepare the plan, build a workflow, get your buy-in and green light on the playbook and execute.
04
We track, evaluate and evolve
We use key performance indicators to track how well the plan is going. When necessary we pivot, pause, propel or rework.
Don’t just take our word for it
They make financial discussions digestible.
Jax M
ALPHABET
I don't know how they remembers all those tax loopholes but I love it.
Tyler S
TEG
Incredibly knowledgeable, approachable, and helpful!
Chris T
SHN
Join us for our next weekly webinar
Every Friday morning from 9am to 915am (EST), we provide an interactive update via Zoom covering business, tax and finance matters.
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