A Financial Insight Accounting (FIA) Firm bases its work on the principle that every choice is a financial choice. A bold assertion for sure, but go ahead, try to think of one that isn’t! And yet, where is our training in making financial choices? Did we all miss that day in school?! We know we need help but where do we go?

Financial questions come in many varieties –

• “Will the salary at this new position be worth making the change?”
• “Should one of us stay home with the children or should we pay for childcare?”
• “We were approved for this mortgage but how will we make these payments?”
• “I have all of this debt, shouldn’t I pay it off before I start saving?”
• “When do you think I will have enough money to retire?”
• “I’m going to start a business. What entity is best?”

No matter what the topic, in a FIA Firm, we hear one question – “Can you show me how to make this decision?”

With every choice we make being financial, an accountant who understands your values is a critical resource. At the heart of accounting there is a connection between understanding the financial data and understanding the individual. This connection is the access to Financial Insight and the path to living confidently. A Financial Insight Accountant works with you to bring all of the pieces together.

A good financial choice is the one that matches your financial circumstances with what matters most to you. That combination is unique for each person. An accountant who knows you intimately and can guide you based on your individual situation is a game changer.
Our engagements often begin with the tax return but that is just the entry point to a relationship that can and should be much more. Collaborative communication and frequency of contact are the two key elements that differentiate a FIA Firm from other accounting firms.

Collaborative communication is about building our relationship. Traditionally, accountants have been perceived as stressed and pressured, due to deadlines and compliance. In a FIA Firm, we share openly about how we work and how we manage time constraints. In doing so, we increase our availability and are able to give our best to you. This shift creates an opportunity for us to provide more support for you. Unburdened by unnecessary time constraints, we can take the time to learn about your unique circumstances, build our relationship and be there for you when you need to make decisions.

Frequency of contact is determined with you each and every year. We avoid relationships where we only speak once per year for tax preparation because we don’t believe that provides enough time or detail for us to work with you on planning. Each year, we look ahead at the decisions pending and the dreams on the horizon. By designating a schedule for contact- monthly, quarterly or semi-annually- we shift the conversation to Financial Insight. This combination of looking at data while maintaining focus on what matters most to you is vital to creating a measurable, success-focused path forward.

With a deep knowledge of your goals and circumstances, we can guide you towards an understanding of how your choices and finances work (or don’t work!) together. Collaborating with a FIA Firm provides you with a feeling of confidence and keeps you on a path to achieving what matters most in your life.