Your business is your
biggest tool for reaching your family’s financial goals
Our plan helps you determine the levers you need to pull in your business to bridge the gap to your goals.
We figure out where you stand financially today and help you create or define your goals for the future, helping you figure out what’s reasonable and when and how to get there.
We’ll hold a GLOSS meeting (Goals, Location, Obstacles, Speed and Service) and we may complete some on-site assessments. This helps us uncover the exact services you need to be most successful. See how it works.
This is where the rubber hits the road! We provide services in all of the boxes in the Efficient Enterprise image. We customize those services so that you’re the most efficient for where your business is going.
Watch our video to see how you get strategic guidance from our Efficient Enterprise process.
We’ll take you through a three step process to help you increase the value of your business, increase your profit, and remove risk from your business. You mark the milestones on the way to achieving your goals, confident in your own knowledge of your finances.
Watch the video to the right to see how we take you through the Value Acceleration process.
We have worked with other CPA’s in the past that have said they were proactive. Working with Whittaker is the first time that we have known what our tax picture would look like before the end of the tax year and what strategy levers we should pull to reduce our taxes. This has provided us with the clarity and certainty that we need to manage the tax concerns within our businesses.
Concept Hotel Group
Whittaker is a CPA firm with an entrepreneurial spirit. They have helped us increase our profit and the value of our business. They are great to have on our team and in our management meetings.