Hector Cantu joins Nick to break down how he’s built and refined his firm’s service model, including the shift from taking any client to packaging the right work for the right audience. They dig into Hector’s three-tier offering, how he structures proposals and sets expectations, and what he’s learned about pricing as the scope moves from basic compliance to higher-touch advisory. Hector also shares why bundling bookkeeping and tax creates a smoother client experience, how he builds repeatable workflows and client-facing systems (including Financial Cents), and how serving Spanish-speaking clients has become a meaningful differentiator. The conversation is a practical look at designing a firm around clarity, process, and sustainable delivery.

To connect with Hector, visit his firms website:

https://www.cantutaxconsulting.com/

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https://sagaaccounting.com/

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