Counsel and Customer Service

We know that the foundation of a satisfying relationship with a CPA is customer service.  Are you tired of:

  • Not having your calls returned in a timely manner?
  • Dealing with subordinates instead of principals?
  • Paying extra fees for advice and direction?
  • Running back and forth picking up and dropping off records and forms?
  • Feeling like your small business isn't valued because it is small, and wondering if your accountant really knows you and your business?

We PARTNER with you to help you build a successful business and sound future.  Our package of accounting and tax planning services includes, at NO added fee:

  • An initial meeting with John Davis to begin services and build a relationship.
  • Unlimited phone and email access to John himself to ask questions and discuss issues related to your business.
  • Pick and delivery of all records and forms.
  • Should you be subject to an audit, representation by John at the initial meeting, assuming the issue(s) in question occurred "on our watch."
  • Prudent counsel from a CPA with over 33 years experience who ONLY works with small business owners.