Advantages
We are not your traditional CPA firm.
Sure, we provide accounting advice, and generate financial statements and tax returns, as well as conduct audit and review services but these are just the “lagging” indicators.
Our approach looks at the entire organization.
When a doctor has a patient with heart problems, they don’t just examine the heart. They look at the patient’s entire physical condition and start making changes to their lifestyle, as well as provide medication to help provide the balance they need to start getting the heart healthier. Sometimes they need to operate and repair damage to the heart, and then change the patient’s lifestyle and prescribe drugs. On occasion, when a patient’s heart is severely damaged they need to replace the heart.
We are not doctors, but we apply the same approach to your business that a physician does.
Some of the advantages of working with our firm are:
- Personalized Attention. When clients call we respond. Of greater importance, we pay attention to their operations, so when we see things that not in line with their goal, we take the time to discuss the situation. We keep the lines of communication open.
- Advisory Focused Services. We cannot stress this enough. Every CPA firm can generate financial reports and prepare tax returns. This is the mechanical part of accounting. What every business needs is an engineer that helps build a better process.
- Constructive Feedback. When we make an observation, whether it be related to a problem, or a opportunity, we always present potential solutions. We never leave our clients hanging without a solution, and we always follow-up to ensure our solutions are working.
- Direct Opinions. We are discreet and professional, but we make it clear what we feel your organization should consider, even if the process to get there may be difficult. If we cannot be direct with our clients then we are doing them a disservice.
- Deadlines Met. We meet our agreed upon deadlines. The reporting and compliance needs are important benchmarks to hit.
Our goal is to understand our clients needs creating a solution that specifically meets them.