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How Our Unique System Works and Why it Will Save You Money!

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!

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