The Mesa Model

Mesa small business members have a dedicated advisor whose singular focus is high-level, strategic advice.

Dedicated Advisor

The expected client allocation for Mesa Advisors is, on average, 1/5 of that of a traditional CPA.

Strategic Business Advice

Mesa Advisors leverage first-hand experience and access to industry-leading resources to prioritize value-added communication and strategic small business advice.

Recurring Monthly Meetings

Once a year doesn’t cut it for small businesses. Mesa’s tax planning approach is driven by business data in real-time.

Concierge Approach

Responsiveness and accessibility are cornerstones of the Mesa Model. Our schedules are as flexible as yours.

What’s the difference?

Compare the Mesa Model to what traditional firms offer. With Mesa, the approach is comprehensive.

  • Fixed monthly fee – no surprise invoices or questioning hours billed.

  • Low-volume concierge approach.

  • Recurring monthly financial meetings, quarterly tax planning and ad hoc advice.

  • Available by text, phone, and email on your schedule.

  • Mesa Advisors are in it for the long-run.

  • Proactive planning and advice driven by real-time data.

Traditional CPA Firms

  • Hourly fee structure with unclear expectations on time involved.

  • High-volume client management.

  • Once per year, retrospective planning with little opportunity to make an impact.

  • Unreturned phone calls. Weeks later email replies.

  • Inconsistency due to high attrition.

  • Client-led tax planning ideas.

Ready to learn more?

Fill out our Member interest form to get started.

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(405) 608-4330