Why we do this
We're not trying to be the biggest firm in town. We're trying to be the one your friends recommend after a hard year.
That means saying no to work outside our practice areas, saying no to clients we can't add value for, and saying yes to fixed-fee work even when it means tighter margins on our end.
Most of our work comes from former clients who needed us again, or from accountants and financial advisors who've watched us look after their clients for years.