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.

Keep reading if:

null

You know your books aren’t clean, or the bank is telling you they’re not.

But you don’t know what you need to do to fix up your internal accounts.

null

You’ve set ambitious goals you don’t know how to reach, or you haven’t set any yet.

But you want to be pushed to create them and shown how the business contributes to them.

null

You think you could be saving more money in taxes.

But you’ve been getting tax return preparation only, not year round tax planning.
null

You’re holding on to generational family wealth.

But no one has walked you through strategic planning for the future of it.

Time for a different approach

OUR PROCESS

STEP 01

GET CLEAR ON 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.

STEP 02

BUILD EFFICIENT FINANCIAL SYSTEMS TO ACHIEVE YOUR GOALS

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.

WHEN YOU’RE READY…

ESTABLISH A GROWTH PLAN AND MARK YOUR MILESTONES

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.

provided us with the clarity and certainty that we need to manage the tax concerns within our businesses.

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.

Milind
Concept Hotel Group

They are great to have on our team

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.

Jack
CNS Trial

Get the process started by uncovering where you stand financially right now

It all starts with a quick questionnaire.

Fill out the questionnaire

Not ready for a relationship yet?

Start your own financial learning with our blog posts.

Blog