- You have a complicated accounting and record keeping system
- You don't have confidence in your financial reports
- Your technology is slow and cumbersome
- Your CPA doesn't seem to have enough time for you
Our employees invest in real estate too!Not only are you getting a top-notch accounting team, but you're also aligning yourself with a firm that builds strategies, technology, and best practices based on our own investing experiences. We know what your investors want.
We know running a business is stressful. While we have a compliance arm, our main focus is helping you grow your business by tracking meaningful KPIs, producing up-to-date financial reports, maximizing profit, and advising on strategic business decisions.
Partner with a CPA firm that gets technology. We're a 100% virtual firm meaning we use a lot of technology, some of which includes: Slack, Zoom, Liscio, Google Drive, and custom tech we've built! Using this technology means effective communication and efficient service delivery.
We thrive on learning new things and sharing our learnings with our clients. We do this through our Podcast, the Blog, and the Tax and Legal Summit.
We want our clients to understand their tax situation and the strategies we recommend. The more collaborative we can be, the better the results.
After the initial call with our Business Developer, we'll request access to your accounting system. We'll then spend time sifting through your data to determine areas we can add value.
Once we know we can add value, we'll have a follow-up call with you to introduce you to your virtual CFO and to walk through your proposal. We'll then ask for your John Hancock and we'll be off to the races!
Now that you're a CFO client, we'll share our Slack channel with you so that we can communicate efficiently. We'll also have a kickoff call to go over key milestones and expectations as well as to meet your dedicated team of professionals.