Why We're Here: Helping Our Clients Secure Growth

Inspired by Simon Sinek, the author of “Start with Why: How Great Leaders Inspire Everyone to Take Action,” we recently defined 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.”

This is the reason we come to the office each day. It’s how we make a difference for our clients and find meaning in our work. And it’s best articulated through the experiences of our staff. So to strengthen our sense of purpose—and to perhaps inspire you to discover your own “why”—we’re sharing these experiences, starting with the story below.

Recently, we worked with a client who had never before had an audit. The company was a little frazzled because a prospective customer—that represented a significant revenue increase and a gateway into a new, larger market—expected a three-year audit.

Although this is a fairly typical request (many organizations review financials as a way to gauge a vendor’s stability), our client was particularly concerned because of the company’s status as a startup. Like most startups, the company’s financials showed more losses than revenue. This, of course, was a result of the up-front costs of the company’s product build-out and efforts made to establish a thriving customer base. But the financials weren’t all doom and gloom. The company had secured numerous contracts that would provide revenue over the next 20 years.

To help our client accurately convey the company’s current position and forecasted growth trajectory, we came up with a plan. We’d present a narrative with the financial statements—in other words, a management discussion and analysis (MDA) section—that spotlighted the company’s personnel, focal point, and long-term plan. In essence, we’d tell the story of our client’s “why.” We also worked with management to highlight certain key performance indicators within the industry that, when coupled with the company’s forecasted growth, painted an impressive picture. It worked. With an introductory letter that gave context and a story to the numbers, the prospective customer felt confident in our client. A deal was signed in no time.

When it was all said and done, we didn’t simply complete an audit—we helped our client secure a meaningful customer. And that’s precisely why we’re here.

Until next time,