Getting Started

You are probably wondering how to get started, and how this all works.

Our firm works a bit differently than the traditional accounting and tax firm. We take an advisory approach to serving our clients which means approaching things strategically from the ground up.  It is not enough to meet with clients once per year for tax purposes and expect that a successful business model will unfold. A successful business model takes time, research and planning.

To start off, we meet with potential clients who seem like a good fit so we can gather further information.

If you would you like to discuss the opportunity to work together, please call 406.388.3624.