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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22 Client Reviews
"Chase was invaluable in providing me with the financial tools and information I needed to make a big decision for my company. It was helpful to see the numbers, but he went beyond that by guiding me through the potential outcomes and responding to all my “what-if” questions."
2 Client Reviews
"Great experience. She was fast. Not pushy even though I moved a bit slow and always helpful. I will definitely be working with Stephanie again."
4 Client Reviews
"Great! They took some really messy books, cleaned them up, did much better tax planning than my former accountant.
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
