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Why Choose Us

About You...About Us . . .


You are a small—business owner. You might have a startup, or you might be established. Either way, you have a dream, a desire to make money, and you've never felt completely comfortable with your business financials. You'd love clarity on how to look at your numbers and be more profitable.

You probably have a service—based business. You could be a consultant, a coach, a designer, an artist, a speaker, a writer—whatever you do, you probably provide a professional service. You also operate from a high—level of intention. You're open and appreciative, working not from a place of entitlement (a curse of our times), but from a position of gratitude. You know and like who you are.

Maybe you feel like you need a CPA who's local. That's a common feeling. It's also untrue. Geography is not the point. The true test is a CPA's suitability and skills.

You might already have a CPA—but does that CPA take you seriously? Does your CPA even understand your business? It might sound odd, but it happens all the time. It can also impact you adversely—especially if you have an online business. The sad truth? Beyond plugging in the numbers, a lot of CPAs don't think deeper than what they're doing. We have some clients whose businesses are doing over $1 million a year out of their homes—and their old CPAs were letting money stream to their taxes like water through your fingers.

You take your business seriously. So do we. You might feel like you're not getting the attention you need from your financial professional. You may have no tax planning. We fix that to help you grow.

It doesn't matter where you are in the United States. You have a phone. You have internet. We can talk. We can email. We can skype. When you work with us, it really isn't any different than working with someone local.

There's a good chance you're doing exactly what you've always wanted to do. So are we. Do you want to do what you're doing better than you're doing it? Do you want to earn more, and keep more of what you earn? Together, we can make that happen.

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Call Us Today

With the virtual services we offer and our stress-free approach to accounting, we are available and prepared to help whether clients are looking for support when planning their organization’s tax obligations or are looking to bring on a CFO. Contact us at (712) 423-2022