“I cannot say whether things will get better if we change; what I can say is they must change if they are to get better.”
-George C. Lichtenberg


1.  Services Everyone Offers

First, there are the accounting and tax services that just about any accountant offers – and yes, we do too:

  • Tax preparation
  • Tax planning
  • Estate planning
  • Trust and Fiduciary services

Read more about our Accounting Services here, or click here for Tax Services.


2.  Services you might only find in larger firms or cities of the world.

In our experience, smaller firms will generally not have the resources for this kind of accounting and business intelligence to support your business:

  • Bill pay and family home office – online bill pay services
  • Estate and trust administration
  • Sophisticated tax strategies – Tax Solutions from AdvanceCPA© a division of McGladrey, LLP
  • Best of breed tax resources – Bloomberg BNA©, CCH©, Thomson RIA©, Proactive Accountants Network©, RAN One©, Ginsberg Levin on Mergers Acquisitions and Buyouts©, Nixon TRUST, Advisapedia – read more here about how we invest for you
  • Accounting systems: cloud based (Xero) and Quick Books
  • Tax strategy
  • Tax client situation analysis
  • Tax diagnostics
  • Year End Planning
  • Year end tax projections
  • Business situation analysis
  • Business benchmarking: comparisons with competitor results
  • Key performance indicator development
  • Key performance indicator monitoring and dashboards


3. Signature Services

Finally, for all who refuse to accept anything but the very best from their business, we deliver our Signature Services. These might not be right for everyone, but for those that they are right, they can make a substantial difference in the profitability, business value, and quality of life of the business owner.

  • Client situation analysis
  • Tax diagnostic
  • Business diagnostic
  • Team diagnostic
  • Customer diagnostic
  • KPI development
  • OnePage Business Plan
  • Communication Plan
  • Monthly or quarterly coaching implementation

Our KickStart “OnePage” Business Plan includes:

  • Business Diagnostic
  • Core Competencies
  • Core Values
  • Purpose – What’s your “Why”
  • Key areas for focus
  • Key performance measures
  • 3-5 year and quarterly financial and action goals
  • Team participation
  • Implementation plan

We are big fans of Verne Harnish’s “Mastering the Rockefeller Habits” and use it every day in our own business.  If you might like to hear about how you can develop a simple, one-page strategic plan that will propel you forward in your business, talk to us.

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