Unlock the full Potential of Your Wealth for maximum impact in all areas of your life.
YOUR BUSINESS EARNS
See what we help businesses accomplish nationwide.
WE DELIVER RESULTS, NOT REPORTS
As a independent firm, we can provide objective advise to help mitigate taxes, cost and manage risk
Are you a successful business owner and totally frustrated by the amount of taxes you pay every year?
The truth is, the world is full of accountants who do little more than record history, putting the “right” numbers in the “right” boxes on the “right” forms by the “right” deadlines to keep you out of trouble. But then they call it a day.
ARE YOU A TAX PROFESSIONAL AND TOTALLY FUSTRATED BY YOUR WORK LIFE/BALANCE?
TEAM BASED APPROACH
We know that it’s hard running a CPA or general accounting firm while keeping up with the latest strategies to maximize your client’s profits. That’s why we’re here. We are passionate about helping firms like yours find the newest and best ways to drive waves of new clients to your door and help you make your existing clients really happy.
The CPA Team Based Model unites tax and business planning specialists to create better results for everyone involved.
Terry Lamb, Business & Tax Strategist
Terry has the ability and the right skill set to help take your business to the next level. Her extensive experience in the financial industry further empowers her bespoke and holistic approach to wealth empowerment. Her philosophy of wealth empowerment is through well-advanced strategic coaching. She supports professionals in protecting their future by giving them access to knowledge that would enable them to make calculated decisions. Terry does this in a way utilizing a process that employs a team-based platform. She works with a team of national specialists that in each area of expertise coming together will educate you in areas of creating, and passing generational wealth for many generations.
Through her coaching, she helps business owners reduce unnecessary taxes, mitigate business risk, reduction of expenses, increase capital funding, scaling and increasing your bottom line. The team-based platform includes and incorporates some of the best specialists in the country. In areas that include accounting, advanced and specialized tax planning, tax & estate law, wealth management and business optimization.
In this model, Terry leads a team primarily along with a CPA or yours, where they all work together in a comprehensive integrated and cohesive manner. Her coaching strategies will allow your assets to work for you more efficiently allowing you to keep more of the income from those assets, all from having in place much better tax optimization, asset protection, wealth preservation, and more efficient generational transfer strategies, all with one point of contact.
Terry’s Portfolio includes a variety of business professionals from professional athletes to business executives. She has consistently provided measurable values and a peace of mind to their businesses and employees. She will definitely transform the trajectory of your business and your life financially.