Lorem ipsum dolor sit amet, consectetur adipisicing elit. Pariatur nemo excepturi incidunt eius, vitae rerum, voluptatum distinctio nulla nostrum cumque ex neque inventore quae minus! Neque in quod animi perspiciatis.
scroll down
Do any of these issues apply to you?
Having trouble taking your business to the next level due to inaccurate financials
No measurable key performance indicators or other business performance diagnostics
Lack of proactive tax planning throughout the year
Inconsistent support and advice from your current CPA
Tired of paying too much in taxes
You have to think about the fees every time you contact your accountant
You’re so busy putting out fires in the business that you don’t have time to get a new CPA
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 MeetingOur 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 processEfficient Enterprise Model
