Testimonial 2

We’re a family business so we have business needs, personal financial needs and issues that often fall into both camps. We’ve received excellent succession planning advice and assistance from ACCOUNT & FINANCE as well as practical valuation and gifting advice. We rely on the firm for all of our accounting and tax advice, where we also regularly receive value added ideas. Our advisers are very patient in explaining the various impacts of key decisions on both the business and each family member. Each family member is very glad we turned a new page in our accounting firm relationship.