We have given significant consideration to the Golden Rule "Do unto others as you would have done unto you" when defining our firm in the marketplace.  Thus, our goal is to provide more value than the firm that you just mail your information to once per year and the completed income tax returns are mailed back to you with a few "Sign Here" post-it flags.  We have defined our approach as being "Proactive".

And, you will forever know the difference the moment you experience a "Proactive Based Accountant"!

A "Proactive Based Accountant" helps you maximize business value - Webster's dictionary defines proactive as "controlling a situation by causing something to happen rather than waiting to respond to something after it happens".  Better suggestions and decisions the first time saves time and money and enhances peace of mind.  Our goal is to share our knowledge in a timely and meaningful way. 

Having the right professional is an investment, not an expense.  We have heard many times "I thought my accountant was doing a good job because..." but many times a good job could have been better.  The problem is that the average person does not truly know what makes a great professional; if it were taught in school, this class would be one of the most valuable life lessons.  Clients say it best (paraphrased from client comments), "from the first appointment, it became obvious that our success was going to be put first and we were finally going to feel cared for and important".

Experience first hand how a Proactive Accountant operates, let's talk about your situation, no cost or obligation, and you can decide for yourself if a change is needed. 

A "Compliance Based Accountant", unfortunately, is what many people have but don't know it.  These professionals are also known as "S and S Accountants" which stands for what they say to their clients all the time, "Just sign here and send there", with no explanation or advice as a result of preparing what they just gave you - valuable "Actionable Business Intelligence". 

These professionals typically do not offer any help or suggestions, return phone calls timely, ask good questions to draw information from you, get work done early or on-time, audit proof income tax returns, or spend time learning about your business to help you make better decisions and they often charge as much as a proactive firm while providing minimal services. 

Let's talk about your situation, no cost or obligation, and you can decide for yourself if a Proactive Accountant is what you need. 

The "Do-It-Yourselfer" is quite the temptation for some.  Let's face it, we live in a do-it-yourself society - just look at the success of Home Depot and QuickBooks.  ShurPointe and business coaches, in general, encourage entrepreneurs to focus on what they are good at and leverage those strengths into profits.  Professionals typically provide a positive return on investment.  I have heard many people say that they can save $XXX per year by doing their own taxes or planning.  Time after time, after a thirty minute consultation, we learn that over the past year alone, we could have helped them save several times what they think they saved by going it alone!  

Do-It-Yourselfer's, please read about our Alliance Program and imagine how much more successful you can be.

Let's talk about your situation, no cost or obligation, and you can decide for yourself if a Proactive Accountant is in your best interest.