The Client1st Promise

• Absolute Confidentiality: Client1st will never sell or share [2] anything about you or any of your data in any form “encoded[3] or otherwise" to any entity including government agencies unless clearly required by law [4] and agreed to by you.
• Transparency: Client confidentiality is absolute, but we promise complete Transparency in out relationship with you; you know without reservation our fees, our costs and what we do.
• Merit: We hire strictly based on merit and guarantee the highest level of professionalism and expertise in all our work.
• Mutual respect: We build relationships; clients are never treated as marks or sacrificial pawns.
• Honest work: Superior service at below-average cost.
• Less than 20% of typical financial service/ consulting billing rates goes toward the salaries of those who do the work; Client1st flips that ratio; every overhead cost is pared to the minimum, and subject to continual, open review.
• We work for you and you alone. We take no fees or kickbacks for any service or product we recommend.

Client1st Services and Capabilities

• Tax Accounting including international tax filings
• Financial Accounting including international filings
• Managerial Accounting including development of Key Performance Indicators and other Managerial Decision-Making tools
• Bookkeeping with capacity to work in multiple currencies, as well as non-traditional currencies and assets[1]
• Risk management including cybersecurity and disaster preparedness
• Insurance including umbrella and special needs coverage
• Financial management and advising including non-traditional investments

Client1st Practice

• We avoid and help you avoid entities that leave clients in the lurch for ideological reasons or power politics. [5]
• We avoid and help you avoid entities that betray customer privacy. [6]
• We employ cybersecurity specialists to maximize protection for you and your data.

Schedule your Consult Today

Schedule your consult today. Call Darshi Mody at 917 xxxxxxx or write to us at ___________

Notes

[1] E.g., cryptocurrencies, precious metals, art, etc.…

[2] Privacy policies often say they will “not sell data”, but they commonly employ easy loopholes beginning with the word “sell” itself. A company that says it will not sell your data is still free to share your data with a business partner, or in many other ways.

For example, to keep customers coming back, Acme Hardware store might offer repeat customers a small discount if they enroll them in a loyalty program, recording their name, address, phone number, email, etc.

Acme promotes its business by occasionally emailing special offers. The company wants the emails to be effective, so they take into account previous sales, and it promotes the same sort of stuff to them again. To the gardeners, a potting mix at 10% off, to the home repair people a two-for-one on screwdrivers … you get the idea. Yet, despite Acme efforts, sales are not growing. It seems that ever more people are buying things from giant online retailers.

So, Acme picks one and joins their partners program. Yippee! Now Acme can sell online, leveraging the huge retailer’s massive list of customers which they share with Acme in exchange for Acme sharing its loyalty list database with them.

And Presto! Now Huge Retailer knows everything that Acme knows about you including every product you’ve ever purchased. Acme did not sell your data -- no money ever changed hands… merely shared it with a Huge Retail business partner.

Unfortunately, this kind of practice is widespread not only in retail, but financial services as well … data you definitely do NOT want shared.

[3] firms and agencies also often claim that data is strictly confidential, and only share in encoded form, but of course, anything encoded can be unencoded

[4] under any circumstance … unless under force of arms by government, and even then, only after alerting you about the action.

[5] E.g. Amazon’s abrupt cut off of capacity to Parlor; Twitter and facebook capricious cancellation of accounts; GoFundMe cutoff to Canadian truckers, etc…

[6] E.g. Verizon stealth provision of customer phone logs; Bank of America in sharing customer bank records.

Additional Client1st activities

• Client1st Advocacy