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