A wall of client logos is the easiest thing in the world to assemble and one of the least informative things you will ever be shown.
That somebody signed at some point. It says nothing about whether the work was any good, whether the relationship lasted, or whether the person who did it still works there.
A team page has the same problem. Headcount tells you the firm can staff a job. It tells you nothing about who would be on yours.
Ask to be walked through a close. Not a client's real numbers, which nobody should ever show you, but the shape of one. Which accounts get looked at, in what order, what gets flagged, and what lands in the owner's hands at the end of it.
Somebody who does this work can do that from memory, without notes. Those few minutes are the most revealing part of the whole process.
Every firm has the same handful of tools and they all put the logos on the page. Software does not close a month. It records what somebody decided, and the deciding is the entire job.
A stack tells you what a firm bought. It tells you nothing at all about the judgement being applied inside it.
A named reference you can actually ring is worth more than all of it, and a firm that has done good work will produce one without any fuss. If producing one turns out to be difficult, that is your answer.
A walk through the shape of a first close, in plain words, before you commit to anything at all.
The strip above is that shape. No client's figures are printed on it.
Comparing firms is ordinary, and nothing on this site implies a CPA credential. A firm that holds one remains the right call for an audit, a review, a compilation or an assurance opinion, and this desk holds none. That limit belongs in month one, not after a proposal has already been written. The complete wording sits on the disclosures page.
Source. Texas Occupations Code, section 901.451, section 901.453 and section 901.456. Read at statutes.capitol.texas.gov on 29 September 2026.
Breadth shows up the moment somebody describes the close row and the lender row in the same breath, because only a desk that holds both can do it without looking anything up.
Height is the October row, which nobody describes convincingly unless they have genuinely had that conversation with an owner.
I came in comparing websites. What I actually wanted was to hear somebody describe a month they had closed.
You will be talking to the Steven Palmieri practice. A sentence about the spoken answer is enough to start.
You will be talking to the Steven Palmieri practice.