Our Firm

Why We're Here: Keeping Our Clients Informed

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.” In sharing these stories, we hope to strengthen our sense of purpose—and to perhaps inspire you in discovering yours. 

When our client was considering a new enterprise resource planning (ERP) system, we offered to help. (Generally speaking, ERP is a type of software that allows organizations to efficiently manage accounting and other business-related functions.) We’ve guided numerous organizations through ERP implementation, and, as our client’s accountant, we could weigh in on how well the proposed system would fit their financial processes. 

So, as a first step, we sat in on our client’s meeting with the ERP consultant. What transpired gave us a bit of a shock.  

During the meeting, the ERP consultant proposed a highly complex system that was best suited for a much larger company. The problem: our client was a $20 million company! 

Although they were growing, we knew it wasn’t the best option. Here’s why: It may sound more logical to add instead of subtract features to an existing ERP system, but this is rarely the case. When an ERP system is overly complicated, it requires more time to maintain and creates additional complexities, which often results in more opportunities for failure. This can stress employees and inhibit their willingness to buy in to the change. 

Starting out with a simple ERP system allows the company to control the build-out rather than rushing through it. It lets the company “test drive” the system, and leaves the door open for adding features at a later date. Most important, it allows the company to solicit feedback from employee users to determine which additions would be the most beneficial. 

Because we were involved in the meetings, we were able to ensure our client knew that a complex ERP system would be too much for their current account load. Armed with this knowledge, they chose a simple structure that complemented their processes and allowed for additional functions and build-outs as needed. Our client is now ready to roll out the system. .
We’re happy to have kept our client informed ahead of a significant business decision. Sure, preparing tax returns and the like is fulfilling, but when we provide this kind of value, we feel like we’re making a tangible difference for our client. 

And that’s what keeps us coming back each day.  

Until next time,
Steve