Tell us a bit about your practice or your real estate. If we're a fit we'll set up a longer conversation. If we're not, we'll point you somewhere that is.
We have two office locations:
We also serve clients nationwide through convenient remote consultations by phone and video.
Yes. We also work with businesses that don’t fall within our four primary niches. The process is the same: we start with a 20-minute discovery call to understand your business, goals, and needs and determine whether we’re a good fit.
If we’re not the right firm for your needs, we’ll let you know.It depends on how quickly you’re able to provide the necessary information and documents. Once the engagement is signed and we have everything we need, we can get started right away. For tax preparation, we can typically begin as soon as we receive the required information, especially when there is an upcoming deadline.
We have flexible pricing based on your business needs. Ongoing engagements start around $300 per month for businesses that need a combination of accounting, tax, and advisory services.
For very small businesses that don’t yet need ongoing monthly services, we can also provide individual accounting, tax, or advisory services for a fixed engagement fee, based on the specific services and work required.