Know-How Exchange : Taglines/Names

Traditional CPA firm in Boulder, Colorado. Owners in mid 40's. Currently serve 600 clients. Traditionally offering tax preparation and planning services (billed by the hour). Moving to providing comprehensive monthly accounting, financial statements, business consulting, payroll, tax preparation and planning. These services will be provided under an annual bundled fee paid monthly. Firm is in the process of "going green" by offering services in a paperless environment: electronic filing, and providing client deliverables via a secure, password protected web portal. Financial planners refer to the firm as the "fun CPAs" Clients express that they can sleep at night because the firm "got their backs."