Is This You?

We partner with motivated, ethical, entrepreneurial and growth minded independent accounting and financial advisors by providing powerful, innovative solutions for business growth. These firms help individuals, families, and small business owners to grow and protect their assets around their life plans. Many of our customers are transplants from Corporate America (or currently working there). All are independent thinkers and a bit rebellious, intent on growing an enterprise as part of their legacy and living full-filled lives.

Are some of these statements true for you?

You can't focus on growing because you're always fighting the next fire.
You're unable to set priorities and are reacting to whatever comes your way because everything seems equally important. You find yourself "To-Doing" with no direction. You want your team to know what to do -- exactly the way you want it done. This way you'll be able to leave the office for whatever reason without worry. What you need now are solutions to help you run your business with ease.

You're a life-long learner
You're passionate about what you're doing personally and professionally and don't hesitate to invest in yourself. You don't necessarily need to learn more, but you're curious and want to improve your game and skill sets. You desire to be extraordinary and well-known in your field. As a business builder and leader, you attend weekend workshops, leadership events, and personal development programs. You're considering hiring a coach because you know the one-on-one interaction will accelerate your progress.

You are frustrated with some of your current customers.
You've grown weary that you are attracting too many very demanding type "B" and "C" customers who leave you feeling drained. Their yearly fees are lower than the clients you want to work with. You're just not acquiring ideal customers who value your services and boost your margins. You know you need more high-quality customers.

You adhere to the highest standards of honesty, integrity, and quality.
Neither ethical nor moral shortcuts exist in your world. Without the politics of the corporate world -- a big reason you left -- nothing should get in the way of doing things "your way." But your intentions crumble as you struggle with the problems of expanding your staff and the shortcuts you already took just to keep up.

You realized that it's friggin' lonely at the top.
You don't have many peers you feel comfortable talking to about your business challenges. Maybe you're doing way too much of what you hate and precious little of what you love. You want to build a retirement and create your legacy; however, your company isn't sellable, yet, and you haven't created a succession or exit plan. You could really use someone who is objective and has your best interest at heart to bullet-proof your ideas and give feedback.

You started working independently because you wanted more.
You're after the 5 F's of Entrepreneurism™: all the freedom, flexibility, full-fillment, family-time, and fun that life has to offer. But lately you've realized that you've traded them all in for frustrated, frazzled, and freakin' tired! You may even find yourself compromising the things you value the most because you're not working with enough of the right customers, you're having problems keeping yourself accountable, or you just don't have much free time to breathe. You're possibly short-changing your family, friends, and employees, as well as yourself. There is no fun in that!

You've been in business at least 3 years
You've run your own practice or business at least 3 years. If your net income is 100K+ we offer 1:1 programs. If your income is less, we provide group programs for your business growth (starting at $499 per month).

If any of these scenarios resonated with you, you're not alone. You want to play the business game at the highest level, and we're here to help you succeed. We've worked with 100's of customers who were in your shoes. They purposefully built their businesses around their lifestyle so that they work less, make more, and enjoy life so much more!

"There is a very big gap between knowing something, or reading something, and implementing it!"
-- Maria Marsala

You are more likely to be successful working with us if...

Over the past 12 years, we've noticed that the customers we're able to help the most share many of these characteristics:

You work independently in an accounting or financial advisory firm and have five (5) or more years in your field.

You're between the ages of 40 and 55.

You're managing more than $100 million in client assets or are aspiring to do so.

You're ready to invest in your professional development and act on our advice.

You find your day is spent being more reactive than proactive.

You are willing to get out of your comfort zone in order to grow your practice or business.

You're a passionate, professional, independent thinker, with big dreams -- millionaires or aspiring millionaires.

You're supported by a team or are moving toward that direction in the very near future.

You want results faster and are willing to do what it takes to reach your goals, yet you understand that there is no such thing as a quick fix.

Your word is your bond. When you say you're going to do something, it gets done.

You prefer the truth to pussy-footing around.

You do whatever it takes to deliver top-notch services.

Your sky-high ambitions are compelling you to create a bigger company and land more affluent customers -- cha-ching!

Next Step...

Now you have a really good idea of the great customers we work with, the issues we help them resolve, and how they become successful. If you have a lot in common with our ideal customers, learn more about how Elevating Your Business works to help you get everything you desire and reach your goals -- faster! Or simply request a Qualification Session to discuss your specific challenges and goals.

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Testimonial

"Maria isn't known as the Resource Queen for nothing - she knows everything there is to know about running a business successfully and where to go to find the tools and services to do it. Maria's advice and strategy has been invaluable to the clarification and execution of my business goals."
--Nicole Wexler, Decorator & Stager, Turquoise Decor, Seattle, WA, http://www.TurquoiseDecor.com