Ideal Clients

Who We Love to Work With

There are many qualified accounting firms in the world, and we are not the right fit for every business. See below for some characteristics of businesses that we are confident we can help.

Schedule A Call

Business Fit

We specialize in working with restaurants (e.g. a local diner, an upscale bistro, or a chain of themed eateries), but we also work with other small businesses that offer specialized services and fit our tailored accounting model. We take on a few select individuals per year for individual tax work who align with our business and service expertise.

We typically work with small to medium-sized (between $1M and $6M in annual revenue) establishments looking to scale and grow. Businesses with a clear growth trajectory or the ambition to expand.

While we are equipped to handle remote clients nationwide, the majority of our client’s businesses are located in Michigan.

Service Fit

Businesses that require monthly tax consultations and reviews and/or need comprehensive accounting services on a regular basis.Establishments looking for expert payroll management. Businesses seeking actionable advice based on financial analytics.

We use modern, cloud-based software for our clients, and work best with businesses that are open to adopting new technologies or are already using advanced business tools. Those that understand the value of leveraging technology for financial transparency and efficiency.

Values Fit

Businesses that prioritize clear, transparent, and ethical financial practices, seeks long-term partnership over short-term fixes, and value accurate and timely financial reporting. We find we are able to help our clients achieve financial health and sustainability best with those who are open to recommendations and adjustments.

Clients to are proactive in communication, willing to engage in regular reviews and consultations, and see their CPA not just as an external service, but as an integral part of their business strategy.

Price Fit

Learn more about industries we serve...

We are most pleased with their comprehensive service suite, which serves as a one-stop solution for payroll, accounting, bookkeeping, and taxes.

The greatest benefit of outsourcing our accounting is their understanding of typical internal controls at a bar and having a partner who takes on the workload that would otherwise fall to us as partners.

Tim Maxwell
Partner – Sans Souci Bar

Who We Don't Work With

We generally don’t work with large corporations, construction or manufacturing clients. Clients that just need a bookkeeper or other limited service, or need a short-term engagement (we help our clients focus on the long-term). Clients that are locked into outdated tech and are unwilling or unable to upgrade.

Our Process