Documonials: true stories from the trenches

Our clients tell their stories in their own words

DARSI CASEY, MANAGING SHAREHOLDER

DISCUSSES THE IMPACT OF FOCUSING ON AN IDEAL CLIENT


NICOLA NEILON, SHAREHOLDER

DISCUSSES HOW THINKING MORE LIKE AN ENTREPRENEUR THAN A CPA HAS HELPED CREATE A VISION FOR THE FIRM


DEBBIE VAUGHAN, COO

DISCUSSES HOW IMPORTANT IT IS TO HAVE A MARKETING PARTNER TO MANAGE COMPLEX PROJECTS AND KEEP THINGS ON TRACK


LUCAS GONZALEZ, CPA, MANAGER

DISCUSSES THE IMPORTANCE OF CPA’S BEING STRETCHED IN WAYS THAT HELP THEM GROW BY FOCUSING ON AREAS WHERE THEY MAY NOT BE EXPERTS