- What is your typical process for working with a new customer?
We want to get to know you! It is paramount that we understand your Business, your goals, and your challenges. That allows us to make the best recommendations for you, (and your budget).
- What education and/or training do you have that relates to your work?
Our team has varied degrees in the Business/Financial Sector, Diamond, Certified Pro Advisor, and we also partner with a couple of CPA's for a true One-stop-shop!
- What types of customers have you worked with?
Almost every Business Type you can think of! We have had the fortune of being allowed to work with a large variety of clients which has allowed us to understand the ever-changing needs of lots of different industries!