When you think back to your experiences with other accountants, what were they like? If we had to guess, probably somewhat dry, business-like, and transactional.
Yawn.
Working with Revonary is something different. We believe in good accounting and a positive experience—because yes, you can actually have both. So, hold onto your calculators, because we’re about to shake things up and reimagine what it’s like to work with an accounting firm.
Looking for The Ideal Accountant-Client Relationship
Ask any client at Revonary, “what’s your favorite thing about your accountant?”
The answer won’t be:
Their financial strategy
Their tax preparation
Their amazingly detailed bookkeeping
That stuff is all great, but it’s not the real difference maker. The real answer would be more like:
Their focused passion for building our business
Their willingness to go above and beyond to make a difference
Their responsiveness to my questions and concerns
Because here at Revonary, we’re all about building relationships—not with numbers; with people. We want to know your story, so we can help you tell it through your financials. And we’re looking for clients that want the same thing.
Our sweet spot is small to mid-sized businesses, and their owners – the types of entrepreneurial difference-makers that are the backbone of this country.
But let’s be clear: we’re not just looking for anyone. We want partners who are ready to invest in a relationship that goes beyond the transactional, supporting your growth, your goals and your vision. So if you value open communication, proactive support, and want to collaborate with a team that genuinely cares about your success, you’re in the right place.
We’re definitely not interested in clients who treat us like a last-minute favor during tax season. Instead, we’re here for those who want a year-round ally in their financial journey. And in return, we’ll give you everything we’ve got.
What Do We Do? Spoiler: More Than Just Tax Prep
Tax prep is important, don’t get us wrong. In fact, one of the first things we do is to review your tax return, because it paints a detailed picture of your finances, your biggest challenges, and how we can help. But it’s only one of the many dishes we bring to the table.
Tax Planning and Preparation
So, yes. If it wasn’t clear, we do handle tax planning and preparation. And we’re good at it.
How so?
We don’t just wait for the deadline to roll around and light a fire under us. We plan proactively year-round, so that when tax season finally arrives, you’re not just surviving, but thriving. We’ll help you:
Navigate complex tax regulations
Minimize your liabilities
Adjust your tax strategy for any new challenge—unexpected audits, international growth, you name it
And best of all? We’ll make sure you actually understand your tax obligations, so you can plan ahead more effectively.
Accounting and Bookkeeping
Think bookkeeping is boring? Think again. It's the backbone of your business's financial health, and we make it painless (and maybe even a little fun).
So what do we bring to the table?
A deep understanding of where your business stands financially
Services tailored to your business—whatever you need, we’ve got your back.
Everything from transaction recording to financial reporting
Why does this matter? Because while we handle the cross-checking, number-crunching and transaction-wrangling, you get to focus on what you do best—running your business. Sounds like a win-win, doesn't it?
Consulting Services
If you feel like you’re lost in the financial wilderness, fret not—we’ve got the map and compass to guide you home.
Our consulting services help you:
Improve your business strategy
Boost effectiveness and performance
Increase revenue and profitability
We offer personalized solutions tailored to your business's unique structure and environment. Whether you're looking to streamline operations or expand your market reach, we're here to provide the insights that'll drive your growth. Think of us as your business's secret weapon.
QuickBooks Expertise
Love it or hate it, QuickBooks is a powerful tool. But are you using it to its full potential?
As certified QuickBooks Pro Advisors, we can help you:
Manage your business more effectively
Save time and money (who doesn't want that?)
Ensure your financial records are accurate and up-to-date
In other words, we turn QuickBooks from a necessary evil into your new best friend (well, second to us, of course). How's that for a software upgrade?
Additional Services
Think we've covered it all? Not even close. We also offer:
IRS representation (we speak their language so you don't have to)
Payroll support (because your employees like getting paid on time)
Sales and use tax assistance (navigating the maze of local taxes)
Litigation support/forensic accounting (for when things get really interesting)
Our goal? To be your one-stop shop for all things accounting. Because life's complicated enough without having to juggle multiple financial advisors.
Let’s Talk Money: The Revonary Fee Structure
Let’s talk about fees. At Revonary, we believe in transparency. Our pricing model is straightforward: we need to have a conversation first. That’s natural: we can’t give you a quote without knowing what we’re working with. We’ll review your previous year’s tax return and create a custom quote based on the specific work you need—because we believe that’s fairer for everybody, and sets clearer expectations going forward.
And look, we’re not the cheapest option out there, but we don’t want to be. Instead of cutting corners to drive the price down, we focus on delivering exceptional value that justifies our fees. You would never look for the cheapest doctor or dentist in town, so why look for the cheapest accountant? We’re firm believers that you get what you pay for, and we’re confident we’re worth the investment.
If you’re looking for a bargain, we might not be the right fit. But if you’re ready to invest in quality service that pays off in the short, medium, and long-term, let’s chat.
The Revonary Client Experience: Tailored Just for You
So, what’s it like to work with us? Well…. What do you want it to be like?
We tailor every engagement to individual relationships—meaning no two are the same. In other words, we’ll take into account:
Your communication style
Your business challenges and strategy
Your working style
Your hunger to learn
And more! It all depends on what you want out of our partnership. Because we’re not just here to file your taxes. We’re here to support your growth journey.
Here’s a little more about what to expect:
Communication and Respect
Strong relationships are built on trust and transparency. And we love a strong relationship. So from day one, we set clear expectations, ensuring you know what to expect and how we’ll keep you informed throughout the process.
Open dialogue is encouraged from both directions. It helps us understand your needs and respond effectively. And don’t worry—we’ll provide regular updates and timely insights so you’re always in the loop.
But don’t worry—those “timely insights” won’t blow up your phone after-hours. We believe in setting boundaries and respecting yours. Because let’s be honest—there’s no accounting emergency that can’t wait until Monday morning.
Proactive Support
Look. You can wait for problems to arise, and then run around in a panic trying to fix them. It’s just not our style.
Instead, our team is trained to identify those lurking monsters before they grow fangs—so you never have to fear what’s hiding just around the corner. And we’ll provide this proactive guidance year-round, so you can safely plan ahead.
Quality and Service
You expect high-quality work and exceptional service. And you should! Because we expect ourselves to deliver it. We go above and beyond to ensure every task is completed to the highest standards.
But what does that actually mean?
We take the time to truly understand your unique needs
We tailor our services to fit your business like a glove
We're not just number-crunchers—we're your financial partners
In short, we're committed to delivering work that doesn't just meet expectations—it exceeds them. That’s our bare minimum.
Making Accounting Fun
Okay, we know what you're thinking. "Fun accounting? That's an oxymoron." But hear us out. Just because we're dealing with taxes doesn't mean it can't be an enjoyable experience.
How do we do it?
We inject positive energy into everything we do
Our team is made up of interesting people you’ll actually like hanging out with
We know how to make accounting fun and approachable (really!)
Think of us as the cool math teacher you wish you had in high school—making the complex simple and the boring... well, a lot less boring.
The Secret to an Amazing Client-CPA Relationship: The Dinner Test
Here's something you probably never expected from an accounting firm: we use the "dinner test" when it comes to client relationships.
What's that, you ask?
Simple. If we can't imagine enjoying a meal with you, and you wouldn’t fancy grabbing a drink with us, we might not be the right fit. Why? Because we believe that the best professional relationships are built on genuine connections.
This approach ensures that we're not just your accountants, but your trusted advisors and, dare we say it, your financial friends.
So, are you ready to pass the dinner test and start a beautiful financial friendship? If you’re in, let’s chat.
Comments