Describe your practice in 100 words or less: The primary focus of the firm is on the accounting needs of small business owners. Our proven planning techniques will help owners achieve their business and personal financial goals. With our mobile business solutions, they can find more time to do the things they love, like getting to know their customers, collaborating with their employees and living their life. Our firm focuses on tax saving strategies and accounting automation techniques to facilitate business growth for our clients. We are well versed in cash flow projections and business planning.
What is the driving philosophy behind your firm? We strive to create a positive impact in the communities in which we operate.
What is the single most important key to your success? Embracing technology and automation, which enables us to focus on what the data tells us we should be doing to improve the profitability of our clients' businesses.
Looking back, what is one thing you would have done differently? I would have focused on developing advisory services sooner.