The cornerstone of our process is understanding what matters to you. Simply giving you
a quote for accounting services is not what we are about. Our process helps us
understand your business and what matters most to you.
Once we understand those factors, we can tailor our services to meet your needs.
A comprehensive in-person meeting to learn more about your goals and challenges.
“This meeting lasts for
about 1.5 to 2 hours.”
We review your tax returns, financial statements and
We assist you with a smooth account transfer from your
current accountant and start
implementing your plan.
We create a proposal that
outlines the services we suggest
based on our conversations
and financial review.
The old-school way
Through years of experience, we’ve found that business advisors often put their clients in a vacuum.
For too long, advisors have given a client a piece of advice and the client has been left to relay that information (or not) to their financial advisor, banker, attorney, and so on. But not all advisors talk, meaning the client is left stuck in the middle, being forced to relay information to each person in the hope that they are relaying the information correctly!
The Stopp & VanHoy way
We want to interact with you and work on your behalf with your business advisors comprehensively so that you are not the middle man.
Our process means both you and your advisors will be in the conversation from the beginning, allowing us to come up with the best solution for you and allowing your advisors to know all the details.
This method enables us to give advice to the professionals and eliminates your frustration of not having everyone all on the same page.
We’re ready to work with businesses and business owners who believe in these qualities:
You are open minded and willing to accept advice.
You are a growing business, and you’re ready to take it to the next level.
You see our relationship as a partnership, instead of a vendor.
You call us for every need you have, and aren’t afraid to call before you make a mistake.
You are open to change and, better still, excited about change!
You expect more than just tax returns and financial statements (although we are great at these as well!)
Our pricing system is based upon an upfront pricing arrangement, meaning you don’t have to worry about any surprise bills. We’ve found this system allows you to work freely with us on the core issues of your business, without the worry of an hourly fee getting in the way!
When working with us, we will always give you clear upfront pricing for your agreed services before any work is undertaken. If at any point the scope of the work changes, we will communicate this to you and work with you to discuss the changes.
I’m ready to take action!
I’m ready to take action! If you’re ready to work towards your dreams and aspirations, then get in touch with our team of experts to implement your action plan to success.