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Dependable Team

We give you a team of specialists who are experienced strategic problem solvers that align your day-to-day operations with a high-level plan designed to optimize tax-efficiency and growth.

Process

We understand the challenges of running a business, so we develop and maintain a system that fits your specific needs.

Clarity

We believe that being a CPA goes beyond the basics of accounting, tax and compliance. As your strategic partner, we give you clarity and a plan for the future.

The Mayo Method is a 4-Step plan designed to help you take control over your business finances, accounting and tax.

STEP 1: DISCOVERY

We listen In this phase; we learn abut your business, listen to your goals, and gather information to understand your business needs.

STEP 2: STRATEGY

We develop a custom strategy in this phase; we gather information to formulate a custom strategy. We address where you are now and where you want to be in the future. During this phase, we work with you to develop an action plan that defines your Focus Areas, Strategic Objectives and your KPIs (Key Performance Indicators).

STEP 3 : IMPLEMENT

We engage in this phase; we start working with management and key leaders to implement the action plan.

STEP 4: MONITOR

We take action in this phase; we turn the strategy into action. Based on the customized action plan, we take the necessary steps to move your business toward the goals we set together and address the concerns you expressed.

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