We work with, not against CPA firms.
CPA firms run with maximum efficiency when they are not burdened by “cleaning up” a year’s worth of accounting. Our experience and know-how have our client’s finance and accounting department running like a fine-oiled machine.
Audits go smoother
Tax Returns can be prepared on time and with less hassle
Tax planning along the way will be accurate
Turns your entire relationship with client from reactive to proactive
And because our founder is a CPA with public accounting experience, we not only speak the same language, but we “feel your pain” and are very happy to work together seamlessly with CPA firms to build a “kickass integrated financial machine” for the benefit of our mutual clients.