5 Reasons You Need
a Concierge  Accountant

Where accounting is about more than money - it's about relationships

Highly Reliable Financial Advice

Concierge Accountants tend to have fewer clients so they are able to spend more time on each one.  Most accountants review your finances once a year.  A concierge accountant will review your monthly financial statements and will ensure you understand your current situation.

2

Centralized Wealth Management

Working with a Concierge Accountant, they can help you employ wealth management strategies throughout the year, not just a tax time when it might be too late.  A concierge accountant will work as a go-between for you and your financial planner, making certain that the right investments are made at the right time for you financially throughout the year.

3

A Network of Partners

A Concierge Accountant has access to a network of estate planners, attorneys, trust companies, insurance companies, payroll, and a host of other partners.  This allows you one centralized contact to manage everything.

4

Better Advice

When it comes to your accounting and finances, it isn't one-size-fits-all.  Everyone's financial situation is different, with different incomes, obligations, and goals.  That means that your accounting is different.  When you work with a Concierge Account, you will see your accountant through out the year.  He will get to know you, your goals, and your needs.  And he will work with his network of partners to help you achieve your professional and personal financial goals.

5

Tax Planning

Most CPA firms work on your taxes at most four times a year.  Tax time becomes a dreaded event.  With a concierge accountant, you have experts at the wheel to handle it.  They will help you avoid costly financial decisions that increase your tax liability.  They will also work throughout the year with your insurance company, investment manager, and other partners to reduce your tax burden.

If you are interested in learning more about what it is like to work with a concierge accountant, contact us to schedule a free consultation.

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