We Are Different

When you sign up with a traditional firm they typically spend a small amount of time at the beginning setting you up in QuickBooks or some other program. Then they leave you and say “call with any questions and bring your information to us after the year is over.”

We are different!
We have a series of initial strategy sessions where we do a state of the union address on your business – a financial tune-up – we review your record keeping system, review entity structure, put together an owner compensation plan, review financial statements and prepare detailed tax projections.

The traditional firm operates on a “call us if you have any questions” basis. The problem is most business owners do no know what questions to ask, in other words “they don’t know what they don’t know.”

We are different!
We work with you on a proactive monthly or quarterly basis. We have been doing this long enough that we can anticipate many of the small business owners’ needs and before the owner has even thought of the question, we have already addressed it. Over the last 30+ years we have honed a systematized approach to servicing the small business owner. We don’t have to reinvent the wheel every time we take on a new client.

The traditional firm works in many disciplines; such as public companies, pension and profit sharing companies, etc. Our sole and only focus for the past 30+ years has been on serving the needs of the small business owner. The traditional firm has you bringing them your information in January or February.

We are different!
For us that is too late. There is no way that they can provide any tax planning at that point. If you bring me your information in January, I can’t tell you to write a check or not write a check or buy a piece of equipment or not to buy a piece of equipment. It is too late for that. We keep your records up to date every month instead of once per year.

The traditional firm is doing 12 months worth of work for all their clients during the short tax season. The traditional firm is asking you questions in March or April or sometimes September about things that happened in your business over a year ago. Many times it is simply impossible to get all the work done in a short tax season and extensions have to be filed. This results in interest and penalty charges to you.

We are different!
We have been doing the accounting monthly, so we are ready to do tax returns the minute we have December’s work completed. Because we do monthly accounting; we can do tax planning in the fall of each year. No waiting until 4/15 or many times much later to find out what you owe the IRS (not to mention how much you will owe the accountant!). There are no surprises in our system.

With the traditional firm you generally never know what your fee will be from one month or one year to the next. You generally get charged by the hour which naturally incentivizes the firm to work more hours.

We are different!
All of our prices are fixed, all inclusive and quoted up front. You know exactly what you are paying up front and it makes for a better working relationship. We don’t even send you any bills. We work out a fee that is comfortable for you and comfortable for us and then get right to work. We use the bank to bank method for our fees so you never have to write us a check or worry about which period you are paying us for. It allows us to have less administrative time and more time to help you with your business.