Our mission is to give you peace of mind.
As a client, you have access to unlimited telephone and email assistance. We want to help you with your decisions and encourage you to contact us frequently. Except when we are on vacation, we will reply to your phone calls and emails within 24 hours.
You will benefit from our wealth maximization templates designed to help you increase your after-tax net worth. If you're confronted with a financial decision, chances are we have a template that we can use to help you assess the financial impact of alternative courses of action (if not, we'll design one). See the Wealth Maximization Templates page of our site for a list of these. Unlike other sites we won't leave you on your own with a bunch of "calculators". You will benefit by having us involved to challenge your assumptions and crunch the numbers for you.
We also have a Wealth Accumulation Checklist that we will review with you from time to time to make sure we are addressing issues that are important to you. For business owners, this may involve helping you create a business that really works so that you don't have to. See Business Development Services on our How We Help You page.
Finally, we like to think of ourselves as anything but "typical accountants". That's why our corporate clients get a dozen of Sue's homemade cookies when we deliver the year-end financial statements and tax returns (some of our clients have told us that this is the best part). We feel that a sense of humour is helpful when dealing with the challenges that we all face. Hopefully we can share a laugh or two as we work together.