Why We Are Different

Many people look at small to medium-sized accounting firms as just providing basic services.

Often CPAs get ‘pigeonholed’ by both clients and others in the business community; thinking that virtually all CPAs provide (pretty much) just those basic accounting and tax services and nothing more.

Although many CPAs (and their firms) are comfortable with that assessment, the many hours of education and training prepare CPAs for even more specialized services.

We felt the areas where clients were being under-served were:

• Multi-generational tax and estate planning

• Asset protection (inform of what type of entity should be used to hold, manage, produce, or provide certain assets or services.

• Merger and Acquisition (of businesses)

• CFO or ‘business partnering’ services