Accountability Services is the only service provider with the
Concierge Services MasterPlan™
Accountability Services is where Accounting and Tax meet Strategic Planning. This is a proprietary program, which is personalized, responsive, and proactive. Many service providers look at the past; Accountability Services is forward looking.
Accountability Services is the only firm to offer our Concierge Services MasterPlan™ for small business owners who want a personal relationship and to maximize their post-tax net wealth.
What our clients love most about the Concierge Services MasterPlan™
- It is not about a routine, it is about a relationship
- It is a personalized plan for your individual goals
- It is an inclusive, long-term strategic path forward
Broken down to its individual elements:
1) Concierge means personal individualized attention
2) Services include consulting, support systems and implementation
3) MasterPlan involves an all-encompassing, long-range strategy.
Our Concierge Services MasterPlan™ covers both Advisory and Essential Services.
Advisory Services―client engagements begin with an up-front Advisory Package.
- We believe that the only way to help you reach your goals and better your community is by spending valuable time together to get the 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 your ongoing and Essential Service Package to meet your goals, with a clearly defined scope of roles and responsibilities.
- Essential Services Package 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.
Contact us today: MasterPlan@AccountabilityServices.com | Seattle 206-522-0110, Bellevue 425-644-4685