Personable – When you have to call or talk with your accountant, you want to call someone you enjoy talking with.

Responsive – When you send an email or leave a voicemail with your CPA, you don’t want to have to wait days or weeks until you get a response. You want a quick response.

Resourceful – When you contact your business advisor, you don’t want to hear, “That’s not what we do” or “I don’t know.” You want to talk with an experienced professional who knows the answer or knows how to get the answer quickly.

Advisors – When your accountant provides you with your financials, you don’t want just numbers. You want someone who can help you understand and interpret those numbers so you can make better decisions.