Our firm IS very different and we’d love you to experience what we do and how we do it.
We’re different for a number of reasons—not the least of them is that we use well-defined processes; processes that our clients enjoy using.
We call one of those processes TRUST. We use TRUST with all our clients to really make sure we’re serving them well. And it’s a process you can use right now to experience our firm for free.
The process is very simple:
Choose from one of four available TRUST templates;
- If you are a business owner, select our Business Improvement template; this template focuses on general business issues.
- Choose Virtual Management Accounting if you are a business owner and need some help assessing the state of your business accounting.
- If you are interested in selling your business the Succession Planning template will help identify the key issues you need to address to achieve a successful sale.
- Choose Financial Planning if you're interested in investments, wealth protection, retirement planning and estate planning.