We have set out on a journey to reimagine the CPA Firm. We started by first looking inside at our structure and people. And then outward at the way we connect with clients. Our willingness to evolve has changed perspectives. We ended the billable hour, became closer to our clients, and gave purpose to our employees. Fixed Value Pricing Agreements provided the necessary framework to make this happen. By removing the billable hour obstacle, it opened the lines of communication and allowed us to support our clients on a timely basis.

Tax Preparation Audit Accounting Succession Planning Forecasting Sale Consulting Contract CFO Sales Tax Financial Statements Budgeting Mergers & Acquisitions Bank Loan Consulting Cash Flow Analysis Business Entity Selection Tax Planning Estate & Gift Organization Structure Executive Coaching Process Consulting Mergers & Acquisitions Estate & Gift