Involvement FAQ's

What about my current CPA?
Is it confidential?
How should I prepare for our initial consultation? What should I bring?
 

Most people just bring themselves, some questions and an open mind.

Remember, this initial meeting is designed to help you learn more about what we do…and how we do it.

Our default recommendation is that you review our website to get a feel for our approach and our service goals. As you review, think about and/or make notes about any areas that are of particular interest. If you really want to get the most from an initial consultation, email your list to us ahead of time.

By the end of the initial meeting (or seminar)…you will have a better understanding of how we might be able to help your organization.  We then recommend you spend a few days evaluating the ROI of getting involved, and follow up accordingly.

We promise no sales pressure…ever.  Not at the initial meeting…not two years down the road.  You will know if our involvement makes sense.  Therefore, we do not push. That’s never in either of our best interests.




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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