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The Cornerstone Difference
No Surprises.
Some may view this statement as a marketing slogan, but to us it’s a
mindset—or perhaps a promise.
 We
feel that there is no one way to approach your accounting and tax
needs other than to tap into our depth of knowledge acquired from
experience, a passion for solving tax code puzzles, and a creative
drive to help you achieve your business and financial goals. (Yes,
accountants can be creative too!)
If it’s your birthday, surprises are okay, but when it’s your
business, your future, or your estate at stake, they’re not so
great.
No surprises – that’s the Cornerstone Difference.
So how do we make sure your accounting and tax requirements don’t
produce surprises?
Fixed Price
Agreement
We don’t run the clock every time you have a question. Phone calls
and consultations to consider some aspect of your business or
finances are free. We think that one of the keys to successful
planning is your ability to receive timely communication to help you
make decisions. With a set monthly fee, you will never worry about
picking up the phone to ask a question.
A
Systematic Approach
Routine, regular, strategy meetings are crucial to helping you gauge
your
financial progress. We create financial roadmaps, which include key
success tools, to help you, monitor and track your progress. With
this approach your financial reports become management tools rather
than paperweights.
Tax Planning
Many individuals and business owners fall victim to “tax reaction”
each year, when tax planning is the clear alternative. We believe
that tax planning; tax planning based on your identified needs, is
one of our primary chores. Our tax planning approach not only
eliminates the need for tax reaction (and surprises), it allows our
clients to get (and keep) the most from the money they earn.
Connect The
Dots
The line where a business ends and where a life starts has become
increasingly thin. Our services present a seamless connection
between family, personal, and business needs. The principals of
Cornerstone CPA Services have aggressively acquired an increasing array
of tools to serve our clients. Our ability to implement and execute
your financial plan with your overall picture in mind, is an
incredible strategic advantage. Few accounting firms are actually
able to help you implement and execute the financial plan they
suggest.
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