No surprises!!

Largely due to the fact that most accounting data is historical, some business owners have been surprised by their business operation’s actual financial performance, tax liabilities, and even accountants’ invoices. Our rule…no surprises!

To avoid surprises in financial performance you need good forecasting tools and effective methods of financial reporting. We help in both of these areas.

To eliminate the possibility of ever surprising you with an unexpected invoice, we agree to price our services before undertaking any work with you. A major point of differentiation about us as compared to most others in our profession is that we give you a fixed price for a scope of work or for defined projects.  We will never bill by the hour!

A fixed price for a scope of work!

We don’t even keep timesheets! Once we agree upon the scope of work and have together defined success, we become extremely task focused and outcome driven.

All of our agreements include ad hoc support. We want to talk to you and do not want the threat of an additional charge to inhibit the conversation. Again, we will never bill by the hour!  We want you to call us!

Hospitality!

We understand that going to visit your accountant or business advisor can be just as stressful as a trip to the dentist. We do not want you to dread meeting with us.

When you come to our office we will do everything in our power to make your visit effective, informative, and as enjoyable as possible. We believe that everyone wishes to be happy and to have fun as much as possible while also being as productive as possible.

When you call our office you will not get the, “May I tell him/her who is calling?” line. If we are available, we take the call… and if not… you will be asked if someone else can help. You are the customer! We want to talk to you.

 Teaching and learning!

Although we sometimes hold structured learning events, most learning (and teaching) will take place in our daily work with you and your business team.

We are careful to notice when someone doesn’t fully understand a process or function and we attempt to take the time to fix or teach it. We believe that an ounce of prevention is worth a pound of cure. No band-aids here… let's correct the underlying problem.

Value adding processes and tools!

The wheel has been invented and we think life is too short to reinvent it. So we are continually attempting to harness technology to our mutual benefit. We are as close as the office telephone…and e-mail…and text message…and cell phone…and Blackberry...and fax machine….etc. We utilize electronic data transfer to assure that most error-prone re-keying is avoided.

Though we utilize technology as much as possible we realize that the benefits of face to face information exhange are immeasurable.  Therefore, we insist (as much as we insist on anything) on meeting with you frequently. 

We also build dashboards and flash reports to give you a quick look at your ever changing business position. And we have our radar continually focused on the horizon for you, always searching for an area of improvement or business news that could affect you.  

What is our commitment to you?  We will give you the customized help and support you and your business need and want.