Do you replace my CPA?

Absolutely not! 

We work with our clients’ CPAs to make their jobs easier.

CPAs specialize in strategic planning and other valuable services.

Unfortunately, many CPAs (and EAs and other tax preparers) are forced to spend budgeted tax preparation dollars doing remedial bookkeeping to get the records in shape to prepare a tax return.

It’s not good math – they are expensive bookkeepers – and it doesn’t provide their clients maximum value.

Our clients report substantially reduced tax preparation bills and feel that they get more value from their tax preparers when they meet because they have reliable and timely financial data.

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