New Client Application

We are a relationship based CPA firm.  That means we listen to you, diagnose your situation, develop a plan, and work with you year-round to help you get the results you want.

To provide our clients the absolute best service, we only take on a limited number of new business clients each year.  Our minimum price for a package of services is currently $6,000 per year, or $500 per month.  We promise to provide value in excess of the price you pay.

We have many businesses interested in working with us.  Before we take on a new client, we want to make sure we are a good fit for each other.  If you haven’t done so already, please start by reading our Characteristics of Our Typical Clients page and our Frequently Asked Questions page.  Once you have read about the kind of clients we generally work with, the process we go through to bring on a new client, and other important information about the way we work with our clients, if you still feel you would be a good fit for our firm, please complete our “New Client Application” by clicking the appropriate link below.

For Non-Profits:  Non-Profit Confidential Client Application & Business Profile

For All Other Businesses:  Confidential Client Application & Business Profile