Our Firm

Why We're Here: Helping Our Clients Thrive

Recently, we were inspired by Simon Sinek, author of “Start with Why: How Great Leaders Inspire Everyone to Take Action,” to define the “why” behind our role as a CPA firm:

“We’re here because business owners and governments need solutions to their challenges -- not a commodity product. Through our dedication to teamwork, development and relationships, we will help our clients thrive.”

The following is part of a series illustrating our “why.” 

Getting a startup off the ground is no walk in the park, even if it’s expected to revolutionize an industry. There are details to flush out, systems to establish, and cash to acquire. Our client, the owner of a 5-year-old award-winning startup, knew this to be true. We had helped him with tax preparation for a few years, but as his highly innovative business grew and attracted investors, he needed more support. 

Because he had been successfully raising capital, his accounting had become more complex. 
His internal staff was having a hard time producing accurate financials in a timely manner—something that could inhibit his ability to secure additional outside financing. He needed a new accounting system, as well as a plan. 

Our client had, in fact, chosen new accounting software, so, at the end of June 2016, we got to work setting it up, converting data from his old platform, and implementing the new systems. Although the new software was great for his business, it wasn’t totally ideal for accounting. To help our client overcome these shortcomings, we designed “work-arounds” to enable the software to perform as needed. By August, we had completed the conversion and our client finally had an accounting system that fit his needs. 

We also helped our client with aspects of his business plan. We consulted with him on his go-to market strategy, transfer pricing, management details, international taxes and even helped him sort out issues involving a foreign subsidiary. 

With accurate financials and a solid plan, our client was ready to take his business to the next level. To help his team stay the course, we implemented a monthly “closing of the books” meeting in which we discuss financials as well as next steps. 

Watching this client shake things up in his industry has been incredibly rewarding, and we can’t wait to see where he goes from here. 

Until next time,
Steve