Accountability Services is the only service provider offering the
Concierge Services MasterPlan™
Where Accounting and Tax meet Strategic Planning
Our proprietary Concierge Services 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 Services 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
Services include consulting, support systems and implementation
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 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.