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Expectations of New Clients

Regardless of which Business or Tax Advisory Program you book, in order for us to provide the highest quality of service, we have some key expectations of you when you join us as one of our clients.

Sometimes, despite our best intentions, we can be our own worst enemies. By following this short common sense list, you will not only ensure positive results from your investment in our services, but you will also build a foundation of discipline and a long-lasting commitment to your own success that will last for years to come.

  • Collaborative Effort

    We can only get you or your company on the track to increased revenue and success when you work with us. Open communication, discussion, and the respect for a priority list keeps everyone working smarter. The more effort you put into it, the more you will get out of it.

  • Timely Submission of Data
 In today's economic environment, you must act quickly.  To do that, you must have interpretive data to  rely on.  Our use of technology makes the submission and receipt of source data more timely as  compared to the traditional accounting firm.

  • Discipline

    A certain bestselling book states that you can form a habit in only 21 days. With respect, it takes more like 210 days! By being highly disciplined and dedicated to your continuous improvement, the challenges you face in the early stages of implementing new techniques will melt away into total productivity, fluency, and competence. Once you have become an “unconscious competent” with correctly applied, repeated activity, you will have the power to change any aspect of your sales, business, or personal life.

  • Tenacity

    New is sometimes frightening. Keep an open mind and be tenacious! 

  • Implementation

    We assume you will schedule at least one hour after your CHAT session to implement what you learned. When taekwondo students train for competition, they spend hours each week implementing what they learned. Their reason? Their life depends on it. In business ownership, your livelihood depends on it! By IMMEDIATELY implementing the strategies taught in your CHAT sessions, you can try a new technique and return to your next session with the questions you need to fully understand and master a technique.

  • Focus

    Only the highest level of focus will help you reach your goals. You must deflect non-revenue producing activities and focus 100% on productive, revenue-producing activities!

  • Desire

    Do you REALLY want to change and improve? Do you have a white HOT desire to succeed? Can you break through self-imposed barriers? Will you leave the naysayers and really make a difference for you, your family, and your business?

  • Become Systematized

    In 22+ years of business experience, CPA Nancy Brown has found that over-thinking limits most business owners. Systems customized to you or your business will eliminate over-thinking. You will save time, reduce stress, increase production, and balance your world.

  • Over-react to What You Learn

    NOW. Not later. Not next week. Not when the timing is better. Not when things are perfect. Over-react NOW. This will bring increases NOW that you might have thought impossible

  • Enjoy!

    Time-saving structure. Income increases. More quality time off. Personal and professional life so balanced that work seems like play. Maybe perfection? It is all yours . . . if you really want it!

Can you meet these expectations?

If so, then you are ready for our high-impact advisory programsStart building a better future, train yourself to meet these expectations, and you will find yourself meeting all of life’s challenges with the discipline, enthusiasm, and tenacity required to truly embrace the success you deserve.


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Dedicated to Supporting the Financial Health and Success of Each Client