When you choose a CPA, there are certain things you expect: audit and accounting services, tax planning and preparation, and retirement and long-term planning advice. But if your CPA firm stops here, they’re not giving you what you deserve.
Wouldn’t it be nice to have a partner—a trusted advisor with the knowledge and experience to help you navigate today’s complex regulations and the creativity and independence to forge new paths toward your goals? At DZH Phillips we’re always looking UP. We deliver to our clients an Uncommon Presence, Uncommon Process, and Uncommon Perspective that moves beyond the standard deadlines and compliance issues to focus also on long-term financial objectives and future opportunity.
How can you tell if your CPA is really paying attention? Your tax returns and financial statements may not be telling the whole story. Our CPAs understand that there is more to your business than its balance sheet and more to the CPA/client relationship than satisfying a compliance need. When you work with DZH Phillips, it’s all about the experience. We’re focused completely on helping you achieve your goals and identify opportunities you didn’t even know were possible. You’ll feel good about calling or getting in touch with us. You’ll have confidence in our ability to produce and deliver. And you’ll be certain we’re paying attention.
We do everything other firms do, but the philosophy behind our work is different. Our process is heavy on planning, and our staff is focused on getting the right information from you to make sure we’re delivering the services you need. Our signature processes include:
A multiple touch-point program that encourages regular, open communication and a forum for evaluating your changing needs and how we might better serve you. More.
A seven-step audit review that enhances service, understanding, and communication and leads to an in-depth knowledge of your organization, its systems, procedures, and operations. More.
A seven-step process that streamlines the filing and reporting of taxes and provides a springboard for long-term financial planning. More.
An exploration of financial strengths, areas of vulnerability, and opportunities to achieve your personal and business goals. More.
Exit & Succession Planning
A methodical and thorough process that lays the foundation for a smooth transition, while keeping your business on solid ground and helping you reap the benefits of your investment. More.
CPA firms commonly adopt a reactive approach: they explain the rules and make sure you follow them. DZH Phillips supports a more proactive perspective. We look at your desired result, and how we can help you move closer to it. And, though we know the rules and regulations backward and forward, we don’t look at them as obstacles that could prevent you from doing more, but as opportunities for creativity. It’s the difference between a CPA who answers your question with"No, the rules say you can't" and one who asks, "Tell me more. What are you trying to accomplish?"