"What a wonderful experience with this team. We have a third generation family business and we’ve needed to transition to a new full service accounting firm since our parents advisors were pretty stuck in their old school ways. We started with Trevor’s team helping us migrate from Quickbooks Enterprise to NetSuite about 12 months ago. They finished all of the tax returns for the entities and family members about a month ago and we just wrapped up a full two day workshop on the family’s future vision, roles, responsibilities, etc. Blown away. I never knew CPAs could operate at this level with us and you can tell Trevor and his team take such pride in the impact that they make. So happy with our partnership with them!"