Real Estate Professionals and Entrepreneurs understand that to survive and thrive in a constantly fluctuating market they need to partner with a CPA firm that really understands their industry.
Level 1 – Small Business Starter
Perfect for the new entrepreneur who is just getting started. Cash flow is tight, but they understand the need for solid financials is just as critical to their success. This level is perfect if you are in need of basic but solid services to keep you, and your books on track and your company compliant.
Level 2 – Preferred
For new and not so new seasoned professionals who are familiar with their market, but are still building brand loyalty and market awareness. They know their target customer base or already have a small group of clients they are working with.
Level 3 – Silver
Resolute, confident, and goal driven. Clients at this level are exceptional business professionals and are internally driven. They know their path to success. They need that support team to allow them to focus on market penetration.
Level 4 – Gold
Powerful business professionals with a solid support team in place looking to grow and expand into new markets. Our clients in at this level are focused; business is becoming steady and more predictable. They need the skills of a corporate controller.
Level 5 – Platinum Professional
We only work with 10 clients at Level 5. Our most experienced clients have million dollar revenues in their sites. Budget and forecast preparation is essential to reach their seven figure goals. They need tailored financials to meet their needs. They understand the need for a in house CPA and accounting team.
This is the only level that can be tailored to your needs.
If your looking to enquire about my services simply fill out the form below or give me a call