How Our Unique System Works
and Why it Will Save You Money!
Your first point of contact is your Business Manager.
Your Business Manager identifies your needs,
immediate and long term, and presents you with a
letter of engagement that describes in detail, exactly
what services you need from us, what we need from
you to complete those services, timelines and pricing.
They then become the liaison between you and our
team of accountants; bookkeepers; tax specialists;
financial planners; lawyers and consultants. This way
you're not paying an accountant's fee to organize
your affairs. You're paying a manager's fees and then
only the fees for the individual experts that you need
only when you need them. Thus saving you money!