Clients We Serve

We primarily focus on Real Estate Investors and Service Based Businesses, but are open to working outside of this criteria if we determine it’s a good fit and can add value.

Does this sound like you?

———————- Your Values ———————-

Your values and primary goals include some or all of the following:

You don’t buy into the traditional 9-5 lifestyle.
Instead of working 40+ years so you can retire, you’re focused on building a life that you never want to retire from.
You want to be financially successful, but simultaneously focus on providing value to others and making a meaningful impact.
You’ve realized that more money does not necessarily equal more happiness. Money enables you to live your best life, but it’s not the ultimate end goal.
You believe life is about experiences and relationships, not stuff.
You want to have options and flexibility so you can live life on your terms.

———-——- Your Situation——————-

You’re a real estate investor, business owner, or independent contractor and meet at least one of these criteria:

You make >$100K of annual revenue.
You want to increase profit and maximize profitability.
You want to expand your business (open new locations, hire employees, etc.).
Your books are a mess.
You have difficulties managing cash flow.
Tax season is a headache for you.
You feel like you’re overpaying in taxes.
You spend too much time working IN your business instead of ON your business.

How Does The Process Work?

Step 1

A 30-minute meeting so we learn about your business, goals, and determine if this could be a potential fit. We aren’t the right firm for everyone and will happily refer you elsewhere if that may be a better fit for your needs.

Step 2

We will review your QuickBooks file and/or prior tax returns, then email you a proposal summarizing how we can help and what the estimated fee will be.

Step 3

A 30 to 45 minute meeting where we will clarify your needs and answer any questions you may have.

Step 4

We will send you an engagement letter outlining mutual expectations and detailing the services that will be provided.

Step 5

We are excited to be working with you! We begin by getting everything set up and laying out the next steps.

Note: Process may vary slightly depending on your needs and services that you’re requesting.

Fees

Working with us only makes sense if the value exceeds the cost.

Fees will vary depending on the quantity and complexity of the work that is required. Our services are based on your unique goals and tailored to your specific needs.

Tax preparation services are a one-time fee that is due upon filing of your return(s).

All other services are a monthly fee payable by ACH bank transfer or credit card.