Who We Work With: It's All About Relationships

At Revonary, we believe accounting is more than just crunching numbers. We’re here to build meaningful relationships that empower our clients to grow their businesses. We aim to live up to that goal in everything we do: from preparing your tax returns to helping you navigate complex decisions.   

But you’re probably wondering: who, exactly, are we partnering with? And could it be you?

Our clients are a pretty diverse group. They range from high-net-worth individuals with complex tax planning needs to small business owners looking for strategic guidance, and everything in between.

We thrive on collaboration with clients who appreciate our expertise and are ready to engage in a proactive partnership. We’re particularly drawn to people who understand that effective tax planning and accounting isn’t just about compliance; it’s about leveraging the insights compliance can grant you to foster growth and stability.  

In this post, we’ll explore the types of clients we serve, what we look for in partnerships, and what truly sets Revonary apart from the rest. Because at the end of the day, it’s not just about the numbers—it’s about the people behind them. 

Meet Our Client Family

At Revonary, we’re proud to work with all kinds of individuals and businesses, from entrepreneurs with big visions for the future to closely -held businesses that have been part of their communities for decades.  

We work with:

• High-Net-Worth Individuals: We help individuals manage the complex accounting and tax issues that come along with major success. From dealing with K-1’s from hedge funds, real estate funds, or other investments to managing your tax strategy across multiple brokerage accounts, our professionals can help you plan for the tax consequences. 

• Small Businesses: We love partnering with closely held businesses where the stakes are personal. Why? Because it’s personal to us, too. Whether you're doing $50,000 in sales or $100 million, our professionals can provide trusted guidance and personalized support.

• Family Offices: we’re excited to play a small part in helping wealthy families extend their legacies for generations to come by helping you navigate the complexities of compliance work and tax planning.

• Individuals with Complex Tax Situations: Multiple income streams? A fast-growing business? We get it—it gets confusing. We’re here to uncomplicate your tax situation and give you the insights you need to plan for success.

We work with clients across various industries. We don’t draw firm boundaries on the size of your business. Some clients might just be starting up a side hustle while others have well-established companies with top-line revenues of tens of millions of dollars. What we look for are clients who appreciate our expertise and are willing to invest in their financial success.

Our Principles: Relationships Founded on Respect

At Revonary, we’re firm believers that the relationships we build with our clients are central to their success. Every relationship we have is built on mutual respect: we’ll always put our best foot forward in serving you, but equally, we hope that our clients are open to listening to our ideas and taking our advice onboard. 

Our team has decades of experience running and advising all kinds of businesses, and make no mistake – we’re happy to share everything we know. If you have big goals for the future of your business and need guidance on how you can get there faster, we’re a great match.

What that relationship looks like in practice can vary dramatically depending on your needs. For some clients, we only really work together once a year: to prepare a tax return that’s accurate, comprehensive, and takes care of all your compliance issues. For others, we might meet every couple of months, or even several times a week, and help you think through the financial challenges that your business is facing. Regardless of how you want to work with us, we’ll be there to support your needs. 

Along the way, we aim to provide a fun, enjoyable experience. We’re here to educate you and equip you with the knowledge and tools you need to build wealth faster. While tax returns and bookkeeping might not seem like much fun to you, the people you work with at Revonary are – and it’s that distinction that sets us apart from traditional accounting firms. 

Want to learn more about how we approach our relationships? Read this next: What’s It Like Working with Revonary?

What Revonary Brings to the Table

At Revonary, we're not your run-of-the-mill accounting firm. Our goal is to be different, to strive for better, and ultimately, to be a CPA firm that you tell all your friends and family about. 

We pride ourselves on being the accounting and tax team you never knew you needed. Our approach is all about providing the support you need throughout the whole year – not just during tax season. 

And during that time, you’ll get access to: 

• A proactive problem-solving mindset: We don’t just wait for issues to come knocking; we actively look for opportunities to optimize your financial situation. We’ll use our experience to look around the corner and see what’s coming, helping you spot potential issues before they become actual headaches. 

• Clear communication: We understand the world of tax is extremely complicated, but talking about it doesn’t have to be. You can expect complex concepts and strategies to be explained in clear, simple terms that are easy to understand. Still confused? We’re always just a phone call or email away. 

• A diverse range of accounting talent: Each member of the Revonary team brings their own expertise and perspective to the table. This allows us to tackle any challenge that comes our way. And if your relationship with one of our team members isn’t quite what you hoped for, we’re more than happy for you to connect with another member of our team who’s a better fit.  

• A long-term relationship: We want to be there for you through the ups and downs of your financial journey. The better we get to know you and your business, the more informed and effective our advice will be.

Ultimately, at Revonary, we strive for an experience that leaves you feeling supported and understood. We want you to know that we have your best interests at heart. Because in the long run, when you’re successful, so are we. 

Build for a Better Future with Revonary

At Revonary, we're all about building lasting relationships. If you're looking for a team that's as invested in your financial success as you are, let's chat! 

Great partnerships always start with a simple conversation, and we can't wait to meet you and explore how we can work together for your success. Reach out to us today.