Why is this solution better than an accounting firm?
An accounting firm is bound by onerous laws and regulations particularly intended for large corporations. For an SME entrepreneur, those laws and regulations don’t add much. Still, it comes at your expense if you have the financial statements prepared by a certified public accounting firm. A Registered Tax Advisor (RB) is not bound by the legal rules governing the accounting profession. What a RB does stand for is quality advice. This allows us to work more efficiently without you sacrificing quality.
Why should I switch when I have been with my current advisor for a long time?
Your current advisor is undoubtedly also good at his job, but after a few years, the proactive and critical attitude still wanes. This leaves any opportunities and threats unidentified, which is unfortunate. Switching to a different firm will bring a fresh perspective to your business, as well as an assessment of what can be done within your company from a different angle. By the way, “switching” is not a chore at all; we know exactly what data is needed for a smooth transition. If your advisor’s file is in order, it can be sent within 15 minutes.