Your Sounding Board forSuccess.||Peace of Mind.||Perspective.||Guidance.||Accountability.||Optimization.||Growth.
Your Sounding Board for
Tusk Private Client Services (PCS) provides insights for better decision-making. We call it delivering Business Decision Intelligence (BDI).
Tusk delivers elevated support through collaborative relationships, open communication, and our Tusk PCS Client Journey™ Process. giving business owners the peace of mind knowing a qualified team is beside them every step of the way.
Services
Every business moves through different seasons. Tusk PCS is ready when you are with the expertise you need, exactly when you need it.
Tusk Advisory Access
Running a business is easier when trusted voices sit beside you. Tusk Advisory Access gives you that virtual seat connecting you to a multidisciplinary team who cares about you, your business, and your vision. From everyday “Is this deductible?” moments to major strategic forks, reach out and receive thoughtful, experience-backed advice. It’s like having a board of advisors on call, freeing you to lead, create, and grow.
Client Journey
The Tusk PCS Client Journey™ is designed as a continuous improvement cycle by ensuring the client’s business constantly evolves and adapts to new challenges and opportunities.
By initially sharing detailed insights into the business, the client sets the foundation for Tusk to develop tailored Business Decision Intelligence (BDI). The collaborative decision-making and planning stages ensure the strategies align closely with the client’s goals. As the plan is implemented, regular reviews and adjustments keep the business agile, allowing for ongoing optimization and refinement to meet evolving needs and circumstances, driving sustained growth and success.
You Tell Tusk...
About your business, your needs, challenges, goals...
Tusk...
You and Tusk...
You and Your Team..
You and Tusk...
Our Team
Our team of CPAs, entrepreneurs, and financial experts leverage decades of combined experience to deliver innovative and strategic solutions.
John Dye CPA
Managing Partner
Greg Primm CPA | MBA
Partner
Shalonna Talbot
Executive Assistant
Karla Equevilley
Director of Accounting
Kyle Kennedy CPA
Director of Tax