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
- 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
Here’s what you absolutely need to know as you make a decision about whether we’d be a good fit for each other:
- The only new clients we accept are business clients – for profits, and nonprofits.
- The businesses that get the most value out of working with us are dynamic and growing.
- They usually have annual revenues in the $1 million to $10 million range.
- Their owners/CEOs/executive directors have business and personal goals they are trying to achieve and they know that proactive planning is the key to achieving them.
- We have close relationships with our clients and we support them year-round.
- We listen to our clients to determine what they are trying to achieve. Then we diagnose their situation, and develop plans to help them succeed.
- Our pricing starts at $6,000 per year. Most clients pay us monthly. There is no hourly billing. All needed services are packaged and priced as a bundle. Unlimited access to all our team members is included in every package.
- We respond to our clients’ communications within 24 hours, and they never, ever, receive a surprise bill from us.
Click HERE to complete and submit our New Client Application