January, 2024 continues to be off to a busy and exciting start here at Capstone CPAs!
We are proud to announce that we have entered into a partnership with Boss Mortgage, a new venture led by Randy Vance, a trusted leader in the industry.
“Our team assisted with the formation and launch of Boss Mortgage. During this process we realized there was an outstanding opportunity to partner with them, and offer our clients who are in the process of buying a home, refinancing or investing in real estate a trusted mortgage broker,” noted Joe Adam, CFO of Capstone CPAs.
As part of the partnership, Capstone CPAs will refer select clients to Boss Mortgage. In exchange, Boss Mortgage will do the same, advising their clients that it is a good idea to consult an accountant when purchasing a home.
This cross-communication between mortgage brokers and CPAs ensures that our clients get the best service and advice throughout the process.
As Randy Vance, President of Boss Mortgage noted, aligning with the leading CPA firm in the Pacific Northwest provides his company with the insulation needed to weather market volatility often found in the mortgage industry.
“Their motto of ‘Coordinated Financial Care,’ along with their impeccable reputation, made this partnership a no-brainer. Capstone is a proven winner, and their leadership inspired me to bet on myself, like a Boss!” Vance said, adding that he is thrilled about the strategic partnership with us and that he is eagerly anticipating the positive impact the collaboration will bring to our clients and the communities we serve.
“Together, we are committed to providing unparalleled financial solutions and reinforcing our commitment to excellence in the mortgage industry,” Vance said.
Adam said he believes strongly in the Boss business model, and in Vance as its leader.
“As Randy noted, ‘Coordinated Financial Care’ is about providing value to our clients. This partnership with Boss Mortgage is another way we deliver on that promise,” Adam said.
“Buying a home is a huge decision with far-reaching financial impacts and tax implications. It only makes sense for your accountant to work closely with your mortgage broker. We feel confident referring our clients to Boss Mortgage because we know Randy and his team will give them the same level of service they have come to expect from Capstone. Their reputation speaks for itself.”
