We make every reasonable effort to ensure our clients’ needs are met at a premium level of service. By achieving consistent results, we get a tremendous sense of satisfaction and we are able to grow and attract prospective clients. If you are a positive individual with a passion for client service, we would to hear from you!
Independent bookkeepers are some of our best partners in business. We are happy to support fellow colleagues in our industry by maintaining open communication and providing support. Working together strengthens our services and leads to better-served clients overall. Contact us if you want to learn more about how we work with independent bookkeepers, and what we can do for you!
Financial and Law professionals
With so many areas of that are affected by accounting (financial planning, investing, wealth management, tax management, debt management, business sales, succession, and estate planning, just to name a few), and the related legal undertakings, we understand that a team approach is the best approach. Within the team, each member attends to their own specialization while executing a well-designed plan. We encourage a team-based approach for discussing and exploring solutions, with the client at the forefront of our thoughts.
We are always interested in speaking with other accountants who are close to retirement, or who simply want to slow down to a more manageable pace with practice life. We are well-poised to be part of a mutually-effective plan to suit your needs and ensure that the needs of your clients are well looked after. We invite you to contact us and ask about practice transitions – discretion assured.