AgencyFI
Our client-focused team, dedicated to exceptional service and careful client selection, has achieved zero turnover by aligning goals during the discovery phase and collaborating with CPAs to maximize tax savings, despite not offering tax preparation services.
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Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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