[Example answer]: Some questions you may want to consider before contacting us are: - Will you need help with personal financial issues, individual or corporate tax returns, retirement, estate, or college planning? - Do you need help forming a corporation, LLC or some other entity? - How comfortable are you with keeping your books and records? - Do you want to do as much as possible yourself, or would you prefer to outsource your bookkeeping, accounting, or CFO functions? - Are there any specific issues with your taxes that need to be addressed?

[Example answer]: We work with small businesses and individuals. On the business side, we work in many industries including service based companies. If you have a particular niche feel free to contact us and we will decide together if we are a good fit.

[Example answer]: It starts with receiving your source file or documents. This can all be done online if you prefer. We report back to you with the information needed to make smart decisions and becomes the foundation for our ongoing conversations. We have a very organized system of communication that promotes efficiency.

[Example answer]: We are interested in your questions and we want you to ask them. That makes for a great relationship. For the most efficient and quickest response please email us, this way we can respond even if we are away from the office.