About Us

  • As Team Based Model Consultants, we teach CPAs/accountants how to deliver more value to their clients by helping them become more proactive and holistic. We help small Business owners increase their bottom line by as much as 50% by reducing their unnecessary taxes, business expenses and mitigate risks.

Additional Information

  • Categories: Management Consulting Services, Financial Advisors & Planners, Life Insurance, General Insurance, Disability Insurance, Long Term Care Insurance
  • Languages: english, spanish, swahili
  • Services: Retirement Planning, College Planning, Investment Services, Employee Benefits, Mortgage Protection, Tax Planning