Take Your Practice to the Next Level
We train accountants on how to help their high-performing clients reduce or eliminate tax, increase cash flow, and transfer wealth.
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"There is always a simple answer to a complex question.
- Steve Meldrum
The Onboarding Process
The 3 Prong Approach
Listen
Relax, you can be yourself with us. Everything is confidential and your client is our number one focus, so let your hair down, no problem. It’s all about you and your client! We want to understand what keeps you up at night and what you think about when you wake up in the morning. Remember, you are driving the bus.
Plan
Once you understand, your client understands, and the solution is a fit, we move forward. This allows you to keep working within your craft and know that your client is being taken care of by professionals in an efficient, effective, and holistic manner. Everyone needs to get on the same page before plans are set in motion to do it right the first time. If there is a gap in your client's team or if you have a gap inside your practice, you can access our partner program, comprised of accountants, lawyers, and private bankers. We believe in doing it right the first time.
Act
Once we’ve nailed down the strategies, we help you implement them with the least amount of friction possible. From there, we continue to monitor and report your clients progress to you and their other professional advisors. This client is now one of our own and we look after them. We’re in this for the long haul, so let us get started!
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