OUR 4 - STEP PROCESS

We follow a clear process so you can explore whether we are best placed to help with your business issues, starting with a deep dive into your business and its numbers.

Deep Dive
Deep Dive

A comprehensive, in-person meeting diving into your business, so the rest of the process is tailored to you.

Most discovery meetings last 1-2 hours.

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Crunching the Numbers
Crunching the Numbers

We’ll do a review of your tax returns, financial statements, and benchmarking for your industry.

This is complimentary, even if you decide not to work with us.

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Proposal
Proposal

Based on our understanding of your business and key numbers, we’ll send a specific proposal.

We’ll review this in person so you can ask any questions you want.

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Accounts Transfer
Accounts Transfer

If you’re ready to go ahead, we’ll take care of the transfer from your existing accountants, with a minimum of effort from you.

Start your new accountant relationship without fuss.

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DELIVERING MEASURABLE RESULTS FOR CLOSELY HELD COMPANIES

Financial visibility results in massive profits

Delivered :

1734%

Increase in sales

IN 12 MONTHS
True financial picture solves long-standing issues

Delivered :

44%

Increase in sales

IN 12 MONTHS
IRS audit and tax return filings taken care of

Delivered :

40%

Increase in sales

IN 16 MONTHS
Streamlining of accounting records

Delivered :

38%

Increase in sales

IN 12 MONTHS

OUR STORY

We may be Certified Public Accountants – but we are not like the others.

We are business owners, too: so we run a business. We know the challenges. We know how it feels – we just happen to be experts in business financials and profit improvement.

Read Our Story

OUR EXPERTISE

There’s a difference between an “owner mindset” and a “manager mindset”. Those with an owner mindset are those we not only have experience working with: it’s who we really like. We see the changing tax landscape, the critical financial issues, and more.

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WORKING WITH US

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.

Arrange Discovery Meeting