Your success is our mission. At The Concierge Accountant, we’re more than number crunchers – we’re your partners in building the business of your dreams.
Premium Accounting Services: Specializing in outsourced CFO solutions, bookkeeping, and financial advisory for businesses generating over $500,000 annually. We cater to industries such as eCommerce, food and beverage, consumer products, restaurants, and trucking. Tailored Industry Expertise: With a deep ...
Redefining Client Relationships Through Proactive Communication and Personalized Solutions
Responsive Financial Support: We understand the frustration of accountants and bookkeepers who fail to listen or provide timely assistance. Your financial needs deserve the same dedication as a patient receives from their primary care doctor. Exceptional Service Guarantee: With a 48-hour response time via email, ...
Empowering Clients With Timely and Comprehensive Financial Support for Lasting Success
A Decade of Experience Shaped by Our Journey: While navigating the complexities of accounting for over a decade, our own experiences as e-commerce business owners revealed chronic frustrations with traditional accountants and bookkeepers. These challenges highlighted a surprising similarity between financial ...
Team
Our founder has over a decade of experience in helping small businesses with a passion for seeing entrepreneurs succeed.
We’ve walked in your shoes and understand the unique challenges you face.
Values:
We believe that every passionate entrepreneur deserves financial clarity and success.
Our values of responsiveness, empathy, and excellence guide everything we do.
Personalized Accounting Services
Elevating Your Experience With Taiored Accounting Solutions That Put You First
We’ve noticed that accountants, bookkeepers, and accounting firms often operate similarly to doctors' offices—especially primary care doctors and OB/GYNs, whom we typically visit once a year. Much like these medical professionals, many accountants struggle with prompt communication, leaving emails, calls, and texts unanswered for far too long.
Services are often delivered late, customer service is lacking, and clients are left waiting. Many accountants seem overworked, burned out, and frustrated by undercharging while managing too many clients to provide the attention each one truly deserves. This approach leaves business owners feeling like just another number, without the time and care needed to fully address financial statements, tax concerns, or compliance issues.
The parallels between these experiences and those in doctors' offices are striking. Patients also encounter bad customer service, lack of communication, long wait times, and a hurried consultation that leaves them with unanswered questions. Both doctors and accounting firms often deliver a subpar customer experience, which is frustrating.
A light bulb moment occurred when we drew a connection to concierge medicine practices, which we’ve experienced firsthand. These practices stand out because of several key characteristics:
1. The doctor takes their time with each patient, seeing only a few each day.
2. They cap their patient load, typically having no more than 400 patients in their practice.
3. The Doctor is available via text, cell phone, email, and client portals.
4. Patients receive truly personalized service because the doctor has the time to get to know them well.
5. The entire experience, from check-in to check-out, feels premium.
6. The patient is treated as an individual, not just a number.
7. The practice employs a retainer model to limit the number of patients, ensuring an exclusive experience and service.
We realized that we could apply the concierge model to our accounting services. By adopting a similar approach, we provide personalized, accessible, and high-quality service that truly meets all of your needs. This shift transforms the often frustrating and impersonal experience of traditional accounting into a tailored partnership focused on your success.