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This company had an opportunity for his business to be acquired, and asked us to be a sounding board throughout this process. We held a meeting with the owner and his management team.

“I was able to state my specific vision for each team member in a way I was never able to before,” he says. We showed them that there were three sets of numbers: tax returns, financials, and the internal accounting records. We got everything to match and balance, which helped display the company’s true financial picture. “As a result,” the owner said, “we could then address – and solve – many of the long-standing issues that had frustrated me for a long time.”

Now this company’s books are in a place where we can help with benchmarking and Key Performance Indicators. “They were there to address our concerns – big and small – and fix them as they came up. On the tax strategy side, we now know what we can and can’t do!”

 

WHY WHITTAKER?

Tax returns, financial statements, IRS communications and similar items are vital to address and process, but they should not be the focal point. Think of these as tasks to get to the real work, which is providing you the information you need and an interchange of ideas to move you forward. The goal is to help you implement your strategies and vision. This is what we do!