above and beyond

This is a common phrase that we prove is uncommon. As a business owner of a growing enterprise, you seek advisors who don’t just sell you the next plan or product, but who white-board with you to uncover your remarkable and unique path to success.

Business Advisory

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Michael White 
Managing Partner

As a true outsourced CFO or an adjunct to your existing internal finance department, we use a holistic and tailored approach to manage the issues that matter most to your business, including business planning, strategic entity structuring, financial analysis, succession planning and business sale preparation. Most accounting firms only see the historical numbers that only tell part of the story of a client’s business. We reject this tunnel vision approach and look beyond the numbers to develop unique strategies that continuously empower a client to achieve its short- and long-term goals.

Whether your business is a recent startup or an established enterprise facing ongoing challenges and opportunities, you need an accounting firm that serves as a trusted and strategic business advisor in every aspect of your operations. We provide more than just sound financial and tax advice—we’re an integral part of your day-to-day team that is constantly searching for unique ways to improve your business, to invigorate its leaders to push through adversity, and to engage them with dynamic data reporting that traditional accounting firms fail to provide. We often push all the reports and data aside and, using a white board, determine which new process or structure will give our clients more peace of mind – and opportunity - both professionally and personally.

We excel in advising entrepreneurs and company leaders who are naturally proactive, rather than reactive in building and protecting their businesses, because that’s how we manage our firm. By collaborating with our clients year-round to develop strategies for future regulatory changes, insurance requirements and interest rate fluctuations that affect their businesses, we enable them to succeed throughout the inevitable highs and lows of their business cycles.

Particular Strengths

  • Strategic and Business Guidance – We don’t just crunch numbers for our clients. We also guide them in all facets of their financial performance and big picture strategic business plans. Setting realistic goals isn’t good enough for MWA clients—we also keep them focused and motivated to do everything possible to achieve those goals.
  • Financial Statements Interpretation – Financial statements can be a mystery if clients don’t understand the valuable story they tell about their businesses. We have a rare ability to climb inside a client’s financial statements and explain their meaning and impact in a way that other accounting firms can’t provide. 
  • Tax Planning and Strategy – Many of our clients’ business deals require months or even years of planning to be successful. We add significant value to every transaction by getting involved in strategic planning on day one to ensure optimal tax efficiency is achieved and all available operational processes are implemented to maximize the bottom line.
  • Entity Structuring – Creating the appropriate structure for an entity is critical to achieving tax efficiency and facilitating an owner’s seamless departure from the company when necessary. We frequently guide new and growing businesses through all available entity structure options, make recommendations based on their particular needs, and then implement an organizational structure tailored to achieve their goals.