The expected client allocation for Mesa Advisors is, on average, 1/5 of that of a traditional CPA.
Mesa Advisors leverage first-hand experience and access to industry-leading resources to prioritize value-added communication and strategic small business advice.
Once a year doesn’t cut it for small businesses. Mesa’s tax planning approach is driven by business data in real-time.
Responsiveness and accessibility are cornerstones of the Mesa Model. Our schedules are as flexible as yours.
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.
Hourly fee structure with unclear expectations on time involved.
High-volume client management.
Unreturned phone calls. Weeks later email replies.
Inconsistency due to high attrition.
Client-led tax planning ideas.
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A CPA experience designed exclusively for small businesses.
Office: 405-608-4330Fax: 405-467-1083
Email: [email protected]
Oklahoma City6301 N. Western Ave.Suite 210Oklahoma City, OK 73118
Houston2200 Post Oak Blvd., Suite 1000 Houston, TX 77056
© 2023 Mesa Advisory, PLLC