Fit & Value Proposition

Gillingham CPA

Our Commitment

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


Delivery dates

Communication & work-flow

Value added

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

Value Added

Where can we add value?

Tax advisory

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

Intake Process

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

Contact Us

We look forward to working with you. Please click the contact form option below for more details. Check our cost page to find out about our firm pricing, and check out our Framework page to see the pillars that support the seven client types we specialize in