Better Together: Simplify Your Business, Amplify Your Success
Inclusive Advisory is a multidisciplinary firm comprised of experienced accountants, lawyers, investment advisors, and human resources consultants. We work together to help businesses and professionals achieve their accounting, legal, and financial goals.
What sets us apart
- Integrated approach: We take a holistic perspective, considering all aspects of your financial and operational health.
- Collaborative working experience: We believe in open communication and shared success with our clients.
- Personalized solutions: We tailor our strategies to your unique needs and goals.
- Client-focused approach: We prioritize understanding your individual situation and providing solutions that resonate with you.
Business Services
- Accounting & Finance: Audit, bookkeeping, financial statements, tax planning, business valuation, and more.
- Legal Services: Business incorporation, contract review, succession planning, and dispute resolution.
- Wealth Management: Financial planning, investment management, retirement planning, and estate planning.
Personal Services
- Personal Finance Management: Tax planning, budgeting, investment planning, and estate planning.
- Legal Services: Estate planning, real estate transactions, and trust planning.
Specialized Expertise
- Charities & Not-for-profits: Specialized guidance on accounting, fundraising, and governance.
- Human Resources Consulting: HR strategy development, recruitment, and compensation analysis.
Our Approach
- We begin by taking the time to understand your unique needs and goals.
- We develop a customized plan that outlines attainable steps and milestones.
- We provide ongoing support and guidance throughout the process.
Clients love working with Inclusive Advisory because
"They took the time to understand my business and provide tailored solutions." - Sarah
"Their collaborative approach made the whole process seamless and stress-free." - Heidi
"I feel empowered and confident after working with their team." - William
Poor Experiences with Inclusive Advisory
Several reviewers have shared negative experiences with Inclusive Advisory. Gabriel Huebsch, Kevin Elson, and Matt Garrow all gave the company 1-star reviews. They experienced delays in their tax returns being filed, errors in their returns, and unexpected increases in their fees. Matt Garrow also mentions that the company's billing practices are unclear and lacking in transparency. These reviewers express frustration and disappointment with the service they received from Inclusive Advisory.
Positive Experiences with Inclusive Advisory
On the other hand, several reviewers have had positive experiences with Inclusive Advisory. Rob, Wanda Bergshoeff, Lindsay Hanes, Michelle Berry, and Jers' Garage all gave the company 5-star reviews. They praised the company's staff, particularly Jeff, Mike, and Matt, for being knowledgeable, professional, courteous, and efficient. Many of these reviewers appreciated the company's willingness to explain complex financial concepts in a clear and concise manner. They also mentioned that the company is easy to work with, handles their financial needs with care, and provides quick and thorough service.
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