If you're feeling overlooked or undervalued by your current accounting service, it might be time to consider a change.

Are you receiving personalized advice tailored to your unique financial situation, or does it seem like your accountant or bookkeeper is merely going through the motions with basic inquiries, doing no more than a cursory tax filing?

It's worth questioning whether they possess the insight to recognize the potential for significant asset growth in your portfolio, similar to what many are achieving. When your financial professionals review your accounts, do they demonstrate a genuine commitment to your financial well-being, as if managing their own finances, enabling you to build a prosperous future for yourself and your family?

Ultimately, the question boils down to whether they truly care about your financial success or if you're just another transaction to them, offering plenty of talk but little meaningful action.