We work exclusively with the owners-partners-shareholders of small to mid-sized service-based businesses along with the great people who devote their days to keep them in operation. ​

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Small/Medium business is big business and should be treated as such. In fact, doing so will put you years ahead of your competition and position your business for a seamless transition as it begins to scale. Surprisingly many businesses are functioning without process, due diligence, and strategy. This puts them at great risk of losing money and resources, falling out of compliance, and  challenges upon sale.

 

We pride ourselves on showing our clients how powerful the right technology, team, and systems can be in saving you time, money, and stress.  

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• Do you value having a professional on your team? - there will be times in our working relationship where we will require you to fully comply with our recommendations or let us take over a process. 

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• Desire to know the C-Suite financial basics? - understanding the fundamental financial and tax components of your business ensures it thrives therefore you must be teachable. 

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• Are you comfortable working virtually? - we service US based businesses and taxpayers worldwide therefore we conduct majority of our business virtually with cloud-based solutions. In-person visits are by appointment only.

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• Are you ready to hire or have at least one employee? - human capital is a major and important investment and changes the way a business functions. We like those with skin in the long-term.

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