Recently, we were inspired by Simon Sinek, author of “Start with Why: How Great Leaders Inspire Everyone to Take Action,” to define the “why” behind our role as a CPA firm:

“We’re here because business owners and governments need solutions to their challenges—not a commodity product. Through our dedication to teamwork, development and relationships, we will help our clients thrive.”

The following is part of a series illustrating our “why.” In sharing these stories, we hope to strengthen our sense of purpose—and to perhaps inspire you in discovering yours.

One of our clients—a small business owner—travels often as part of his role. Being away is difficult for any business owner, but it’s especially challenging for this client because he doesn’t have many employees on staff.

So when his bookkeeper unexpectedly quit, it presented a real problem. Another employee took over the bookkeeping role, but it didn’t go well—bills were paid late, deposits were missed, and customers who had submitted payments for deposit were concerned about their account status.

At this point, our client looked to us for help with bookkeeping. We sent in our accounting specialists, who provided regular on-site assistance to help the business get back on track. They made sure reports were up to date, and that billings and payments were processed in a timely manner to maintain cash flow. They consolidated the business’s multiple accounting solutions into QuickBooks. They streamlined and standardized accounting processes, making it easier for staff to maintain and understand them. All of this required minimal involvement from our client.

Because our accountants went above and beyond their role, our client was able to spend less time worrying about whether bills were paid. He no longer had to be at the office on Saturdays to catch up. And within a few months of our initial involvement, he was even able to take some vacation—without feeling the pangs of worry.

The new accounting processes have also kept our client ahead of the game in sending financial information to vendors and preparing for his tax return. This year, with the books in much better shape, financial reporting and tax filings were completed by mid-February—well before previous years’! Best of all, he is no longer paying for a full-time employee to fulfill the bookkeeping role.

We are thrilled that our efforts gave our client confidence—and relief—that an important function of his business was under control.

And that’s why we’re here.

Until next time,