Do any of these issues apply to you?

Issue

Having trouble taking your business to the next level due to inaccurate financials

Issue

No measurable key performance indicators or other business performance diagnostics

Issue

Lack of proactive tax planning throughout the year

Issue

Inconsistent support and advice from your current CPA

Issue

Tired of paying too much in taxes

Issue

You have to think about the fees every time you contact your accountant

Issue

You’re so busy putting out fires in the business that you don’t have time to get a new CPA

Issue

The company has changed significantly in the past year

How do you know if you’ve outgrown your CPA? If you only see your accountant once or twice a year, or they’ve never inquired about your strategy or marketing, or you don’t have regular conversations about profit and tax planning, it could be time for a move. If you’re not getting any love, we can definitely help you.

WORKING WITH US

You may be used to dealing with a ‘typical’ or ‘normal’ CPA firm…but that’s not us. We’re not merely accountants, or someone with a CPA license. We too run a family business, so we know the challenges & how it feels. We apply that knowledge and understanding to everything we do with you.

Arrange Discovery Meeting

Our 4-step process

Simply giving you a quote for accounting services is not how we work at Whittaker. It’s important for us to get to know you, and understand what matters to you and your business. Therefore, we have a four-step process to build a new relationship with our clients.

View the 4-step process

Efficient Enterprise Model