Why Choose Us?
- In short: we'll answer your phone call when you need us.
The Challenge of Free Support in a Traditional CPA Setting
Traditional CPA services often follow a project-based model. For example, preparing a tax return is a project. Given that firms handle hundreds of such projects annually, each tax return is treated as a separate task with a defined start and end point. Once the tax return is completed and filed, the project—and with it, the CPA’s formal contractual obligation—concludes.
However, many clients misunderstand this arrangement, expecting ongoing support beyond the initial scope of work. But even quick responses take CPAs considerable time, as they need to locate the client in their system and review their history before consultation. Responding to client emails and phone calls takes up billable time, and this practice becomes unsustainable when spread across hundreds of clients. As a result, CPAs either charge for even simple questions, or ignore some clients completely.
Such business model has drawbacks for both parties. Clients hesitate to seek advice, fearing high costs, which results in costly financial mistakes. Meanwhile, CPAs lose regular contact with their clients and miss opportunities to offer valuable guidance.
Solution: The Subscription-Based Model
An effective solution to these challenges is the subscription-based service model. This approach offers clients a predetermined fee for ongoing support, including consultations for tax and accounting issues. This model has several benefits:
- Predictable Costs: Clients pay a fixed monthly, removing the uncertainty of additional charges for questions. This encourages clients to seek advice proactively, reducing the risk of costly mistakes.
- Stronger Relationships: Regular interaction fosters a closer relationship between the CPA and the client. CPAs stay informed about their clients' financial situations and can offer timely advice and guidance.
Ready for a CPA Who’s Always There for You?
If you're tired of the traditional CPA model where you're left wondering about extra costs or waiting too long for advice, our subscription-based approach is the solution you've been looking for. With our predictable monthly fees and easy access to your CPA, you will receive support when you need it.
- Contact us today to schedule a free consultation and learn how proactive advice and personalized service can transform your business. Don’t let costly mistakes catch you off guard—let us help you stay ahead.