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- Our staff is well trained and has the necessary tools to service clients while working in a nurturing, collegial environment;
- Member/Owners are mentors and coaches to staff and clients and partners, highly motivated to provide world-class service and continuously learning and acquiring knowledge;
- Clients are motivated business owners looking for world-class advice:
- Accounting systems are implemented to reduce non-value added work;
- 5-year trend analyses are the start of the engagement
- Where has the company been and where is it going?
- What are the value drivers of the business?
- A planning methodology is implemented
- Current year taxes are known AND subsequent year's results and taxes are projected before the end of the current year;
- Pre-year-end meeting between partner and client in December to discuss projected results.
- Current year taxes and financial statements are completed as early in the tax season as possible;
- Post year-end meeting to discuss actual results and projections for next year
- 5-year trends are discussed;
- Opportunities and value drivers for coming year are discusssed;
- Goals for engagement and changes for engagement are discussed.
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