Our approach is different than a traditional CPA firm or bookkeeping service. We believe, as CPAs and trusted advisors, it is our job to help our customers create and protect wealth. While compliance and transactional work are important, that is not what we sell - our priority is adding value from the start and continuously identifying new ways to add value throughout our relationship. We take pride in our customer screening and onboarding processes because we want to deeply understand our customers and what they want out of their relationship with us. Our Advisory Service packages are customized, bundled tax and accounting services that offer upfront monthly subscription pricing. We want to work with unique, innovative, and creative Entrepreneurs and Small Businesses who are looking to add a dynamic accounting team to their group of professional service advisors!