Dear Friend,

We are thrilled to announce a major update to our services that is designed to enhance your company’s financial journey. Starting September 1, 2024, every accounting client will now have a Certified Public Accountant (CPA) assigned.

That’s right…this includes (only) bookkeeping services. We no longer offer (only) just bookkeeper services as an option.

What does that mean to your account?

This new service will give you expert advice and guidance, helping you make the most of your investments and financial reporting, optimize your strategies, and further secure your path to financial freedom. Whether you are just starting out or already growing your business, having a CPA on your side adds another layer of support to help you reach your goals.

If you have any questions about how this service works or what it means for your account, please contact us!

Here’s to making smarter financial decisions together.