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Our 
Approach

Getting to know you.

Spending time up front to get to know each other helps you make an informed decision about working with us and us about working with you.  

 

That's why we always start with a 100% free, no hassle consultation so you can interview us to make sure we are a good fit and we can outline expectations to make sure we are both aligned.

Identifying Puzzle Pieces

Running a business is like working through a puzzle that has no end.  

 

We want to help you find the critical missing pieces so the puzzle takes shape efficiently and you know which sections to focus on next.  Once we have an understanding of your needs and wants, we can focus on the steps that should be taken next.  

 

Whether that's tackling an accounting project, cleaning up your books, preparing reporting, talking strategy or other goals, our curiosity doesn't end at the start of our engagement and we're committed to working with you on that journey to complete the puzzle.

Pricing Transparency

It's important to us how your business manages its costs.  And we want to add value, not detract.

 

Our pricing is dependent on several variables based on a project's complexity, volume, timing and a number of other factors.  

 

To eliminate any worry, we're committed to providing up-front pricing for our services before we start the work so surprises are mitigated.  

 

We want to ensure there is a deep understanding of your needs, that you have a clear understanding of the work we'll deliver and are 100% confident we can deliver that work before partnering with you.

Better Clarity + Better Analysis

Our business name is a play on those 2 words and that's what we aim to provide.  

 

We want you to be able to execute your vision with less fog through insightful, better analysis.  

 

Our goal is to help you become more informed, capable and confident in your business after engaging with us. 

So, Why Us?

What qualifies us to be your Accountant, Bookkeeper, People Advisor and or Financial Consultant?

 

Glad you asked.

 

First, a good Accountant and Finance professional never stops learning.  Our industry is dynamic, regulations change, and technology continues to improve.

 

Second, they should be proactive, not reactive.​

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We've dedicated the last +15 years perfecting our craft.  Whether our robust professional experience, advanced degrees in Finance and Accounting, or pursuit of professional and technological certifications qualifies us, you be the judge

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Below are additional certifications we've received to show our continued commitment to maintaining proficiency on some of the most widely used accounting, payroll and benefit platforms that millions of Small, Medium and Enterprise businesses trust and use.​​

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We're qualified to help set up, operate and advise on these, among others.

QuickBooks Online Pro Advisor Certification
Gusto People Advisory Certification
Gusto Payroll Certification
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