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Schedule Your Time With Us

This would just be a no commitment meeting where we can get together and see if there is any opportunity for us to work together. Either way you will walk away with a better understanding of the numbers in your business.

FAQ'S

Do you file taxes?

No, we don't file taxes. However we would work closely with your tax preparer and supply all the numbers needed to file taxes efficiently. You will no longer have a headache every tax season.

How often will you give us reports?

We will deliver financial reports every month. Furthermore, if you choose a service plan with an advisor then we will also meet with you monthly.

How long will the reports take to prepare?

We do our best to deliver accurate reports on time. All reports for the end of a month will be delivered within the first week of the following month.

Will you benchmark against other agencies?

Absolutely, we will compare your numbers to industry standards as well as your competitors. This will give you further insight on where you stand and what changes need to be made.