We are always eager to meet new people and learn about their businesses. Happy to spend time to introduce ourselves, outline our professional services, and share our philosophy of close personal involvement with our clients.

A first meeting with us is essentially a no-charge initial consultation. It's an opportunity for us to show our worth - we think you will find that you receive immediate valuable advice.

Probe our industry knowledge. It is important that your accounting firm is up-to-date on accounting practice in your industry (conventions vary on treatment of income, expense and capitalization that can affect how much tax you pay).

Check our familiarity with the regulatory issues in your company's field, the financial performance you should expect from a company of your type and size, and, of course, the success factors at work in the most profitable organizations we deal with.

Most importantly, confirm that there would be a good fit between us on a personal basis. We know you'll be glad you called!