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OUR Approach
Discovery Meeting
Through our free initial discovery meeting we assess the situation, determine our starting point and present a proposal.
- Service Proposal – We focus on the following service approaches
- Jump Start – basic services for those just starting out
- Financially Sound – tax, accounting and financial services for those building their business
- Grand Exit – to help those preparing to sell their business
- Legacy Plan – to help executives with complex financial situations plan their retirement and leaving a legacy
Fixed Price Agreement
Before we start the work we will present an annual price with defined terms for the services desired.
Our Guarantee
If you are not completely satisfied with our services we will either refund the price or accept a portion that reflects the level of the value that you received.
Service Delivery
Whether it is taxes, accounting, financial or general business challenges, we clarify issues and work to find solutions. We balance our recommendations between cash considerations, tax considerations and the owner’s desires. We search for practical solutions and toward continual improvement – progress not perfection. In many cases we become translators, stressing the impact of the recommendations.
core values
Care
Improve the life of our clients.
Excellence
Do it right the first time.
Passion
Put our hearts into it.
Passion
Put our hearts into it.
Hope
Inspire and nurture our clients.
Hope
Inspire and nurture our clients.
Focus
Identify what is important.
Innovation
Find solutions.
HOW WE WORK
OUR BUSINESS PHILOSOPHIES
01
Confidentiality
What happens here, stays here.
02
Responsibility
We are responsible to provide options and information. You make the decision.
02
Responsibility
We are responsible to provide options and information. You make the decision.
03
Proactive
We keep our eyes on your goal. What can
we do to help avoid a challenge, reduce
your risk, or move toward your financial success?
we do to help avoid a challenge, reduce
your risk, or move toward your financial success?
03
Proactive
We keep our eyes on your goal. What can
we do to help avoid a challenge, reduce
your risk, or move toward your financial success?
we do to help avoid a challenge, reduce
your risk, or move toward your financial success?
04
Customer satisfaction guarantee
We work until you are satisfied. If we
cannot satisfy you, we return the fees paid relating to the service.
cannot satisfy you, we return the fees paid relating to the service.
05
Attitude
Have a fun, positive and encouraging
attitude – one worth catching. Focus on strengths, not weaknesses.
attitude – one worth catching. Focus on strengths, not weaknesses.
06
Conflict
We do not run from conflict. If you do not agree, we may not have all the information.
06
Conflict
We do not run from conflict. If you do not agree, we may not have all the information.
07
Curious
Curious
Ask questions. Visit their business. We
value lifelong learning to pursue new skills and expand knowledge.
Ask questions. Visit their business. We
value lifelong learning to pursue new skills and expand knowledge.
07
Curious
Curious
Ask questions. Visit their business. We
value lifelong learning to pursue new skills and expand knowledge.
Ask questions. Visit their business. We
value lifelong learning to pursue new skills and expand knowledge.
08
Competence & Excellence
We take pride in the work that we do. We insure that it is done as right and as complete as we can make it. If we do not know, we research and find the answer. We take time to do it right the first time.
09
Empower those around us
We provide information so that you can make anv informed choice. Instead of telling you how to do it, we walk through the situation, discussing options.
10
Communication
We adapt to the clients. Do you prefer
e-mail, phone calls, mail or face-to-face meetings? Do you like details or just the conclusion? Do you understand graphs or numbers?
e-mail, phone calls, mail or face-to-face meetings? Do you like details or just the conclusion? Do you understand graphs or numbers?
10
Communication
We adapt to the clients. Do you prefer
e-mail, phone calls, mail or face-to-face meetings? Do you like details or just the conclusion? Do you understand graphs or numbers?
e-mail, phone calls, mail or face-to-face meetings? Do you like details or just the conclusion? Do you understand graphs or numbers?
11
Billings, fees and collections
Curious
Before starting a project, let’s define a range in mind. Review the range with the client. If cash flow is tough, let’s discuss payment options. Reduce the stress for us and the client by bringing it into the open.
Before starting a project, let’s define a range in mind. Review the range with the client. If cash flow is tough, let’s discuss payment options. Reduce the stress for us and the client by bringing it into the open.
11
Billings, fees and collections
Curious
Before starting a project, let’s define a range in mind. Review the range with the client. If cash flow is tough, let’s discuss payment options. Reduce the stress for us and the client by bringing it into the open.
Before starting a project, let’s define a range in mind. Review the range with the client. If cash flow is tough, let’s discuss payment options. Reduce the stress for us and the client by bringing it into the open.
