Characteristics of Our Typical Clients

Our typical clients have a lot in common with each other and with us.  These are some of the characteristics we share.

  • Forward thinking
  • Communicate well
  • Responsive
  • Want to use numbers to run their businesses
  • Seek advice
  • Ask questions before making decisions, big or small
  • Operate their own businesses
  • Understand the value of building a team of advisors to help them run their business
  • Want to focus on their highest value activity
  • Interested in leveraging technology
  • Know what they want
  • Work collaboratively with their CPA and other advisors

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