Accountability Services is the only service provider offering the
Concierge MasterPlan™

Where Accounting and Tax meet Strategic Planning

Our proprietary Concierge MasterPlan™ program works to maximize post-tax net wealth for small business owners by identifying long-term business goals and developing custom strategies to help you achieve them. Many service providers focus solely on the past. Our forward-looking approach drives your business to where you want it to be.

What our clients love most about the Concierge MasterPlan™

  • We build personal relationships with clients, not just routines
  • Plans are personalized for your individual goals, responsive and proactive
  • We develop an inclusive, long-term strategic path forward

Concierge means personal individualized attention
Services include consulting, support systems and implementation
MasterPlan involves an all-encompassing, long-range strategy
Our Concierge MasterPlan™ covers both Advisory and Essential Services.

Advisory Services―client engagements begin with an up-front Advisory Package.

  • We believe the only way to help you reach your goals and better your community is to spend valuable time together to get the right strategy in place.
  • Our Advisory Services typically range from 2-5 up-front sessions where we help you develop your overall, long-range tax and accounting strategy.

Essential Services―after your overall strategy is in place, we support your plan.

  • We customize ongoing and Essential Services packages to meet your goals, with a clearly defined scope of roles and responsibilities.
  • Essential Services packages can include business and personal tax returns, quarterly accounting, and unlimited in-scope support.

Contact us today and begin your journey toward maximizing your post-tax net wealth.

Seattle: 206.522.0110