Service Guide

Every Business has the potential to be extraordinary. Yours included...

Build a business that delivers on its potential.

Not every business owner wants to build a big business, but most want to build a successful business. They want to do things more efficiently and profitably. At the end of the day, this is what produces a more valuable asset (your business) and a better lifestyle for you and your family.

And that's what this firm is here to do for you. This firm is not your "average" accounting firm. Far from it.

This firm does so much more than simply "keep the score". The firm will work with you to identify areas in your business that are not realizing their full potential and help you improve them to build a stronger, more profitable future.

The goal of this firm is to help you build a business that delivers on your vision. To achieve this goal, the firm is a member of the Principa Alliance. Click here to learn what that means for you.

Also, be sure to visit the "Members Page" to learn about the member programs.

Professional Service Levels

The firm is proud to offer our customers the freedom to choose their own preferred services. At the beginning of each engagement, customers receive a customized proposal allowing them to decide which level is best for them The following describes the service level offered:

Level One - Compliance

  • Professional assistance to help you run your business by complying with tax laws. Services are provided at both basic and enhanced levels.

Level Two - Management

  • Gain control and direction of your business and personal financial matters. The firm will help you set-up and maintain your accounting records, prepare budgets, and establish reporting policies. Services are provided at both basic and enhanced levels. Click here for more information.

Level Three - Growth

  • Grow your business for financial independence and peace of mind, The firm will perform a detailed financial analysis, management assessment of your business processes, and conduct a planning consultation. Services include on going monitoring and access to the Digital Dashboard. Click here for more information.

Special Projects

  • Take advantage of specialized services to help you comply with outside requirements or regulations or to help solve personal or business issues you may face. Services include miscellaneous tax returns, business start-ups, business transaction planning, software consulting, and other special situations where the firm can provide assistance.

Pricing Policy

It is the policy of the firm to provide up front pricing, This firm believes that the price of CPA services should be based on the value of services provided, not on the time put into a project. Therefore, services are not billed by the hour. Included with most projects is some unlimited consultation with the firm at no additional cost to you. This offers you and your team full access to the accumulated wisdom and experience of the firm to help improve your personal and business financial future and achieve your vision of success.

Entrepreneurial Tool Box

QUOTE

"Our time is precious - it is what we are giving up when we are at work. But the value we add to our customers' lives is not measured by the time we give them, but by the results we produce for them." Ron Baker, CPA

LINKS

Link to Blog Page

RESOURCES

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