Involvement FAQ's

What about my current CPA?
Is it confidential?
 


Absolutely!  Always!  Forever!

Regardless of whether we have a five minute telephone discussion or work with you for years to come, all of your business affairs are held in the strictest of confidence. We issue a written confidentiality statement at the outset of our very first discussion.

Also, we do not need to delve into your more confidential business matters during our initial discussions. Instead, we can talk more "big picture". This is one of the reasons that our initial consultations are free of charge...to allow you the opportunity to make sure you are comfortable with our company.  We will do our best to help you feel comfortable.




How should I prepare for our initial consultation? What should I bring?
What are the options for getting started and ongoing involvement?
How much does it really cost?
What’s the Payoff for Me…the Return on Investment ?
How does the CFO service work?
What if I already tried hiring a business consultant and was dissatisfied?
We develop Financial Blueprints that help companies Chart Clear Paths towards Profitability, Strength & Growth
and then...
We provide the Reports & Training to help them Manage the Course.


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