People most often think the risk of not having an accountant is in not finding all of your allowable deductions. While that is definitely a risk, we think the bigger risk is the opportunity cost that you give up by spending your time on accounting and tax related tasks instead of doing the things that make you money.

Our engagement process is designed to make sure nothing is missed. With us you don't just sit back and hope we caught everything, we proactively address it. In addition to that, we try to take as much of the burden of your shoulders as possible. Most of the time, we can perform tasks for you in a fraction of the time it has taken in the past. By turning this work over to our team of professionals, you are freeing yourself up to focus on your business while being able to rest assured that you are not missing opportunities or problems in your accounting because it is being watched over.

​Below is the system we follow when we first engage with you:

Identify Your Tax Strategy

What is your tax strategy? Most people we meet have no idea what their strategy is. They just hope to pay as little as possible. If you don't start with a good plan, you will rarely end with a good result. The first thing we do with our clients is to review their current tax strategy and identify all missed opportunities. 

Implement Your Unique Tax Plan

Once we know what areas your tax plan was lacking, we can implement the remaining pieces of your plan. This piece takes two components, implementation and training. Your plan will require some set up. We may need to get some contracts written and will need to do some calculations to optimize things for you. Once we have things configured, you will be trained on how to run your plan, kind of a business 101 course of accounting best practices to make sure you keep things as clean as you need them to be. 

Ongoing Upkeep

Your plan, if well maintained, will help you be both tax efficient and audit proof for years to come. Depending on your preferences and needs, we will set some recurring check-in times where we can review your actions and make sure your plan is having its intended effect. For most of our clients, this is done monthly, for some it is done quarterly. Part of your upkeep is in getting your basic accounting needs taken care of including bookkeeping, payroll, income taxes, etc.