Your CPA team will either enable, or impede, bringing your entrepreneurial vision to life. That’s why we believe “fit” is so important, and talk about it from the beginning.
     Over many years of working with business owners, we’ve found fit comes down to three things: mindset, toolset, and value.


elementscpa-mindsetThese key mindsets are critical to a successful partnership:
  • You want to become financially strong as part of a broader focus on what truly matters to you in life.
  • You see your participation as the single biggest driver of positive change to your situation.
  • Your journey will require transformations, and you want a partner to help guide you through them.


elementscpa-toolsetOur team's toolset is built around helping these types of enterprises:
  • Revenues around $500k to $5m. There are exceptions on either side of this range, but we’ve found the solutions differ the further away from this center you are.
  • Those in the Service industry (creatives, professionals, personal services, ...), Technology space (consulting, bio-technology, internet, ...), and Non-profit organizations (501c3, churches, ...).
  • We are not the best fit for DCAA government contractors, retail storefronts, or restaurants.


elementscpa-valueAnd our customers define value along the following lines:
  • They see price as investment towards a desired outcome, not a cost to be minimized.
  • They understand the most valuable thing we can offer, are the right questions to open possibilities.
  • They recognize the leverage that comes from working with a team with expertise for their situation.

     We begin the process with a Coffee Conversation, to get to know each other and see if we might be a good fit. If we both see good outcomes ahead, our team designs a selection of Value Paks for you to choose from — each represents a different level of experience you can select for working with our firm:
  • Active — For the entrepreneur who wants full access to our team’s creative capabilities to accelerate their forward momentum.
  • Support — For the business owner who wants access to our team to focus and support them on their journey.
  • Basics — For the person who wants to cover their compliance needs, and knows they’d benefit from forward-looking planning each year.
     We don’t pretend to know your situation in advance, so we don’t attempt to price it in advance either (we find prescription before diagnosis backwards). But we’ve consistently found that those who fit the outline above, truly experience the value from our relationship.
     That relationship is built on The Elements Foundation™, the unique process our team developed to springboard your success — to take the first step, simply click below to setup your Coffee Conversation.