Your first point of contact is our business manager who identifies your needs. immediate and long term, and presents you with a customized solution in a letter of engagement. They then become your liaison between you and our team of accountants; bookkeepers; tax specialists; financial planners; lawyers and consultants.


This way, you're not paying an accountant's fees to organize your affairs, you're paying a manager's fees and then only the fees for the individual experts that you need, only when you need them, thus saving you money!