Financial Advisory Firm
Financial Advisory Firm

Our Process

We are a paperless CPA firm and leverage technology unlike any firm in our industry

How Does It Works

Onboarding Period

Every service start with an Onboarding Period, which duration will depends on the client and the type of service we are to provide. At this stage, we work hard to get caught up with your existing situation. We look at your past and current information, building a  plan for the service we are to provide and work with you to set some goals to make sure we're all on the same page and getting started on the right foot. This requires open communication to reach an understanding of your needs through research and sound analysis.

Too often, professional fee pricing is a mystery. With us you will know in advance our fee.

Pricing Structure