Client Representatives

Putting another person’s interests above your own interest is the cornerstone of our business. We recognize that, as a CPA, attorney or other client representative, this same principle is an important component of your business model as well. Your clients look to you for sound advice. As such, referring those clients to another firm should never be taken lightly.

We believe that, through the application of our fiduciary standard of care, our depth of experience, and our respect for your business, we can be a valuable resource for you and your firm. When you recommend your clients to us, they will be served by a team of seasoned Kanaly professionals. During the engagement, we are committed to keeping you and your clients informed and involved for the entire planning process.

Since 1975, we have been committed to working with client representatives to solve complex problems for their clients while strengthening existing relationships. Let’s work together. In doing so, we believe you’ll agree, the results of our collaborative effort will yield a higher value for your client than the sum of our efforts working independently.