Frequently Asked Questions

Question: I already have a tax accountant and a banking relationship, where would you fit in?

DR: Some tax accountants have the background, ability and inclination to delve into these kinds of questions about strategy and future plans, but many more do not. Further, we can give you an objective, expert point of view on the advisability of expanding or applying for additional credit before you apply for a bank loan.



Question: What is a typical engagement?

DR: All engagements start with a client discussion, during which we learn about your successes and are listening to your problems, and asking many questions. Following that, we may proceed to write a proposal, summarizing the questions we would like to tackle and the benefits to your organization. Work can be done over a period of weeks, or months, and billed on a project or retainer basis. We are all about adding value, when there is nothing more for us to accomplish, we know when to leave.



Question: Who are your “Associates”?

DR: People with whom I have worked with in the past who I know will do an amazing job for clients, either on a referral basis, or in partnership with me on a project-by-project basis.