We’re Teachers… That is, Until the Student Becomes the Teacher.
There’s an old joke: the definition of an accountant is someone who solves a problem you did not know you had in a way you don’t understand. Well there’s no fighting city hall so a problem is a problem whether you know it or we tell you. And we will help solve it, that’s our job. Finally, we love to teach so we’ll avoid the same problem again by explaining exactly what it was and why we did what we did. Many accountants ask you to “trust us” (there’s another old joke about that). Instead, we earn trust not just by implementation, but through ongoing follow-up and monitoring.Book a session with Joaquin ➝
You are Your Business.
A business is like a child. You nurture it, you praise it, scold it when it does a bad thing. Just like a child, it eventually grows up and has different needs, providing different and hopefully more bounty. We understand this implicitly and how it relates to the state in which your business exists… if only to get it to the next stage of growth. You also probably depend on the business as the lifeblood of your family and employees. So all of those benchmarks and timelines of your family heritage: birth, college, marriage, children, grandchildren, etc…. need to be carefully considered in your financial picture, especially if you have a business that is inexorably tied into the family. We do this through “LifeCycle Planning”, handling both the needs of the extended family and the business in their different stages.