Working With Us is Different
Portia Haggerty CPA is not a traditional CPA firm, we're experienced business consultants. The average CPA firm will assist you with managing the daily accounting and bookkeeping transactions - but the support stops there. When you team up with us, we become the trusted advisor that will help take your business to a whole new level. Together, we'll analyze your finances to find ways to cut costs, optimize profitability, and improve overall business performance.
We take deep satisfaction in helping business owners keep their financial houses in order, save money, avoid mistakes, and plan for the future. Find out what we can do for your business! Here's how it works:
Step #1: Discovery Session
First, we'll schedule a phone call or Zoom meeting for an initial Discovery Session to learn about you, your business, and your goals.
Step #2: Strategize
Next, we'll design a game plan. Whether it's setting up a new business for success, KPIs and budgeting for a growing business, or an exit strategy for a mature business, we'll get you where you want to be.
Step #3: Implementation
Then, we get to work! We'll be with you every step of the way to implement your plan and take your business to the next level.