We take the phrase “client engagement” seriously. Rather than rush to sign every new client we interact with, we prefer to really consider if and how we can offer value first. Only once we both conclude that the relationship will be mutually beneficial do we move forward
What We Consider
Communication & work-flow
Fit & Value Proposition
In an increasingly automated world, it’s important for us to constantly assess and adjust the value we provide. In addition to answering your questions and treating your unique tax profile with care, we’ll also be there for you when it’s time to make the tough decisions: “Should I exercise my options this year or next year?” “Should I defer the cost of new equipment or incur it now?” These issues aren’t black and white and the answers may be different from client to client.
With Gillingham CPA, you’ll have an experienced advisor to help you understand the long-term impact of your short-term choices and help you plan for a prolific and profitable future
Where can we add value?
Tax efficiency of deductions, savings, options exercises, and more
Cash flow planning
Calculating amounts due and when to pay
Savings and financing
Where to save and how to efficiently sell
Accurate and relevant books using a collaborative approach
Answering questions, proactively explaining, leveraging technology
We see a lot and want to collaborate
Here is how we evaluate prospective clients
Step 1 – Is there a need?
There should be a compelling need involving the following variables:
Step 2 – Would you be better served elsewhere?
Is there an alternate solution that will provide better value for you?
Step 3 – Is it a “Goldilocks” fit?
Step 4 – Final Decision
By this point in the process we can see if it is a fit and layout a general plan