team approach


mortgage planner

Consults on opportunities to save related to mortgage interest and costs



Add-on role for clients who need additional help with bookkeeping



Add-on role for clients seeking services for paying employees and running payroll

customer sucess

For clients with advisory service, this role coordinates activity and ensures onboarding success

Tax Advisor

Strategically leads execution of your Tax Saving Strategies

staff accountant

Works with Tax Advisor to execute on tax-related tasks

Works with client on ad-hoc roles including reminders and info gathering (if no CSM)

financial planner

Helps you plan for additional tax savings and retirement