My accountant looks at taxes and tells me where the business has been, but he isn’t strategic—most CPAs aren’t accustomed to projecting where the business is going. RAI Stone Analytics® modeled scenarios that helped us understand our options so we could make better decisions.

EVP, $6.5mm Property Management Firm

What We Are Not

  • Financial statements: the clay tablets of tracking profits in the information age.

  • Spreadsheets: dinosaurs when it comes to cash flow.

  • QuickBooks and other accounting software packages: keep track of things but do not tell you things.

  • Bookkeepers: We are not record-keepers. We’d rather be record-breakers.

  • Generic “sell more, spend less” kind of advice.