As certified public accountants we (typically) are trained to be ‘project’ oriented. We are given a project; we get it done and then move on to the next [project].
[The] firm has taken the approach: “What is in the best interest of the client and what direction should they take?”
This could include sophisticated long-range tax planning, estate planning, asset protection planning and financial planning.
Although there are those clients who desire just the basic accounting firm services (tax returns, bookkeeping, compilations, etc.), we take the approach that there are many under-served clients out there. Clients who need someone with financial and business experience and expertise to help them navigate a pathway for them and their family as well as their (closely-held) business.
