Who Do We Serve?
When people see our package of services they sometimes comment that they don’t need the “royal treatment” or will call us when they are a “big wig.”
I understand what we offer seems like a lot when comparing our services to other accountants who just do tax returns. There are plenty of places to go to get just a tax return. We are not one of those places and here is why.
We believe that our services are for every small business owner who is ready for a relationship with their accountant. Our packages are built for small businesses and their owners. We put a huge emphasis on the future of our clients. None of our clients are royalty or large businesses.
Who are our clients?
Our clients are:
- single moms who run a business or two
- employees with a day job while they build their side hustle
- entrepreneurs in their first year of business
- parents trying to build a legacy
- people on their third or fourth business endeavor
- businesses owners on the cusp of massive growth
- every other imaginable combination
What do they have in common?
They all understand that a tax return is just the tip of the iceberg when looking for a tax advisor.
How are we different?
We are focused on our clients’ goals. Through our communication and planning tools we help our clients reach those goals.