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Characteristics of Our Typical Clients

Our typical clients have a lot in common with each other and with us.  These are some of the characteristics we share:

  • Forward thinking
  • Communicate well
  • Responsive
  • Want to use numbers to run their businesses
  • Seek advice
  • Ask questions before making decisions, big or small
  • Operate their own businesses
  • Understand the value of building a team of advisors to help them run their business
  • Want to focus on their highest value activity
  • Interested in leveraging technology
  • Know what they want
  • Work collaboratively with their CPA and other advisors

Here’s what you absolutely need to know as you make a decision about whether we’d be a good fit for each other:

  • The only new clients we accept are business clients – for profits, and nonprofits.
  • The businesses that get the most value out of working with us are dynamic and growing.
  • They usually have annual revenues in the $1 million to $10 million range.
  • Their owners/CEOs/executive directors have business and personal goals they are trying to achieve and they know that proactive planning is the key to achieving them.
  • We have close relationships with our clients and we support them year-round.
  • We listen to our clients to determine what they are trying to achieve. Then we diagnose their situation, and develop plans to help them succeed.
  • Our pricing starts at $6,000 per year. Most clients pay us monthly.  There is no hourly billing.  All needed services are packaged and priced as a bundle.  Unlimited access to all our team members is included in every package.
  • We respond to our clients’ communications within 24 hours, and they never, ever, receive a surprise bill from us.

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