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Wilber & Townshend view every client relationship like a partnership. Your financial success is partially dependent on the technical advice and business suggestions we provide. Financial rewards are one incentive, but we feel a personal sense of contribution and community involvement when we see individual and business clients thrive.
Our firm services private business sector entrepreneurs and high net worth individuals. Typically, clients ask us to resolve compliance related needs – maintaining accounting systems, preparing tax returns, and providing audit related services. But, our typical client brings us closer into their business operations and personal financial plans. They rely on us to proactively monitor results, suggest alternative strategies, and act as a sounding board, a peer, for an owner to openly discuss their ideas and concerns.
Training and relationships are the key to success. We continually invest time and resources in professional continuing education, state-of-the-art computer technology, and extensive business relationships. The value we add is in the interpretation and continual process improvement of the data. Small changes in tax advice, minor business process improvements, and the ability to act quickly when needed, are what clients value.
Read the material in our website, but call or email us to learn more. All good relationships start with a phone call.
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