We offer our clients the opportunity to have unlimited access to a consultant without the worry of the invoice or feeling as if they are a burden to their advisor. Many modern day CPA firms simply gather the records, make adjustments, file returns and send an invoice. All of this is done after the fact. We offer our clients the ability to have an advisor who is accessible and is working proactively to plan and make recommendations to clients. Since implementation of this new model, we are noticing that clients aren't as apprehensive to contact us. We are finding that by handling the day to day accounting we see areas of opportunity for proactive planning. We are enjoying what we actually love to do. We utilize technology to make this relationship thrive. Our clients are in our private secure portal. They receive notifications from us as to precisely what documents need to be uploaded, the current status of our tasks related to them, the ability to simply book a zoom meeting and have their advisor at their computer screen. Clients have the ability to transfer information securely and it be stored securely. More importantly, clients are able to select their desired level of service with no surprises.