Frequently Asked Questions
Save time and browse our FAQs page.
Our goal is to our bring our clients more tangible value than they have received from previous firms. Therefore, we only support clients in the industry that we know better than anyone else -- IT & MSPs. Our clients know we live and breathe the same industry-specific successes and failures they face.
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However, MSPs and IT firms come in many shapes and sizes. If you think your firm faces similar problems reach out and we will see if we are a good fit!
Yes! But only for clients of a "Service Plan" listed on our home page. We do not offer tax services for individuals without a business plan.
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All business tax returns come with semi-annual tax planning meetings with tangible reports.
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What are the "Business Maturity Stages" referenced on the home page?
Professional services companies will always fall under 1 of 4 different "maturity stages." Each stage differs in what actions will provide the most tangible value for the owners.
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Startup - The owner(s) work IN the business and not ON the business.
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Best Service Plan: Compliance​
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Goal in this stage: Provide the best service, grow your referral train and grow revenue.
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Standardize - The owner(s) have managers running the show. Now the owner(s) is/are out of the feedback loop and need real time data generation to make informed business decisions.
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Best Service Plan: Enhanced​
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Goal in this stage: Optimize processes to increase service delivery efficiency and generate crucial data automatically.
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Scale - The owner(s) now know exactly what is going on in their growing business and they can grow without compromising service quality. Some businesses stay in this stage permanently.
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Best Service Plan: Stratified ​
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Goal in this stage: Analyze granular KPIs and improve one process at a time.
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Succession - Whatever the initial goals in starting a successful company were, they are now possible. Create a succession plan for a successful exit.​​
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Do you support clients outside the "IT Industry"?
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What if I am interested in just one service and not the whole "Service Plan" listed?
Due to the interconnectedness of our services we do not provide a-la-carte support. We act as a strategic business partner for our clients and have found offering the minimum full suite of services covered in each plan provides us the information we need to provide real value to our clients. However, each plan can have custom additional services added to the base plan.
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