History
After years in the accounting industry I got bored of the run of the mill accounting. It didn't leave room to make real impact. I wanted to save businesses massive amounts of money. I love complexity and spent years studying the tax code. After meeting with 1,000's of business owners I could see that most accountants were just preparing tax returns and sending generic financial reports. They were not proactively saving the business owner money and helping them grow their net worth over time. As a result, we do many things differently so that our clients end up with more money in their pockets when working with us.
Specialties
We not only do tax and accounting, we show AZ small business owners: 90 Strategies to Lower Your Taxes This Year and Every Year Moving Forward Why Building & Selling Your Business Should Not Be Your Only Retirement Plan How to Stress Test Your Business to Plan For Growth, Expansion, and Selling/Exiting How to Forecast In An Ever Evolving Business Climate So That You Can Make Better Decisions My EXPERTISE: We help AZ small business owners gain a sense of peace and clarity. It starts with having accurate numbers, but the REAL benefit is knowing what the numbers mean. We show you how to work on very specific items to increase revenue, profitability, and ultimately your net worth. No more guesswork! Responsive, Available, Proactive, and Thorough. WHO I Work With: Arizona small business owners with projected annual net income of $100,000 or more in the next 24 months. We help startups and new businesses too, but our level of services provide more benefit to those in higher tax brackets. I work with business owners who: Want Top Notch Service Value Innovative Approaches Want to Become Better Business Owners Are Driven to Succeed This is not for those who: Think Business Is A Way To Get Rich Quick Like Taking Short Cuts Think They Know Everything HOW It Works: We start with a 15 Minute CEO Call to find out if you're a good fit. If you are, then we set up a follow up call to outline all that you can expect from us. From there we roll up our sleeves and get to work!