Is this you?
Enjoy collaborating with my accountant
Ready to listen to advice (and use it!)
Soak up knowledge and always learning
Value relationships with my advisors
About You
You’ll see the greatest success in your business by engaging, asking questions and being willing to challenge us (in a good way)!
Where are you now?
I already have an accountant, but…
- My books are disorganized.
- Something’s wrong, but I’m not sure what.
- I’m not getting strategy or tactics for my business.
- I have a low tolerance for wasted time.
- I only see my accountant once a year.
I’m Just Starting Out
- I’m building the foundation for a viable business, and want to get it right.
