About Page
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THE MOTIVATION:
Bookkeeping firms need to fit to their client. Some clients work well with volume based firms while others don't. After years of hearing and sometimes witnessing both client and accounting firm frustrations such as missed deadlines, not being able to rely on their financial reports, under-staffing, lack of communication, and many other complaints, it was time to make a change...
THE VISION
Partnership, not Just processing
is about building relationships and answering questions.
Proactive Insight
should have capacity limits & focused workflows.
Communication
involves focused attention and not being passed off to juniors.