At ReFrame, we partner with clients who want more than compliance. They’re ready to build structure, strategy, and clarity into their businesses.
We’re the Right Fit If You:
Want clarity in your numbers and are ready to use them to make smarter, more confident decisions.
Value true partnership — you’re looking for more than a one-time service; you want an advisor who walks alongside you throughout the year.
Embrace structure by committing to systems, processes, and timely reporting so we can deliver our best work together.
Respect expertise — you see quality advice as an investment in your growth, and you’re willing to invest both financially and emotionally in reaching your goals.
Our Clients Include:
Small-to-mid-sized businesses nationwide — from startups to established companies looking for structure and growth.
Professionals and business owners in the medical fields — veterinarians, dentists, doctors, naturopaths, massage therapists, chiropractors, and medical spas.
Financial advisors and insurance agencies seeking year-round financial partnership and compliance support.
IT sector companies — including managed service providers (MSPs) and security consultancies.
Trades and skilled service businesses — leveraging our extensive experience in construction, contracting, and related fields.
Entrepreneurs who want more than annual compliance — they’re looking for comprehensive back-end support, proactive tax planning, and KPI management/tracking to drive performance.
We May Not Be the Right Fit If You:
Are looking for help with a one-time tax issue — our focus is on long-term, ongoing relationships.
Want advice solely to DIY your taxes or accounting — teaching and training aren’t part of our core model.
Expect “just a tax return” without engaging in year-round advisory and planning.
✨ If this sounds like you, we’d love to start the conversation. Let’s explore how ReFrame can support your business with clarity, strategy, and partnership.