At Stanaland Dodson and Associates, our clients are more than just numbers. While some CPA firms focus solely on the tax return and compliance issues, we focus on the bigger picture – our client’s goals. We use the client goal to drive tax strategy, cash flow planning, and our financial advice so that we live up to our commitment of serving Beyond the Bottom Line. To achieve this level of service, SDA focuses on long-term growth, client relationships and strategic insight to offer clients a thinking partner that accelerates their growth plan.
It starts with a relationship. At SDA, we are fortunate to have clients that have been with us for over 30 years. We work to build a partnership, not just a transactional relationship. Our team offers accessible responsive ongoing communication for everything from small questions like ‘how do I classify this one-time transaction in QuickBooks’, to ‘I need advice working through purchasing another company’. One of our business clients started with us when his business was hobby income adding around $30,000 extra annually. We consulted with this client over the years advising on cash flow, equipment acquisition, expansion timing and other financial decisions. Today, the client has a thriving business with over $20 million in revenue. We are proud to have been an advisor that helped him achieve his goal.
We tailor solutions to the client. Each client has a unique situation. With over 40 years of experience, we have seen a lot. Going Beyond the Botton Line allows us to understand the nuances of our client’s business. We use our experience and the insight that our relationship provides to craft a plan tailored to that client and update the plan as the client’s situation changes with growth, new laws, mergers and acquisitions and life changes.
We offer advisory services that drive strategy. Part of going Beyond the Bottom Line includes offering services beyond traditional accounting and tax returns. At SDA, we offer Business Valuations, M&A advisory as well as consulting. For example, when looking to purchase or merge with another company, we can help identify cost savings, plan for tax consequences cash flow needs of the deal, as well as review the seller’s financials and offer a valuation on the business. These are a few of the ways that assist to eliminate surprises and keep your company financially healthy in growth
We commit to financial clarity and confidence. Our clients should understand their numbers. The client best knows their business so with accurate understandable data, better decision making occurs leading to attaining goals. When a client understands their financials and the strategy behind the numbers, then hiring, expansion and succession planning become clearer visions vs. muddy water. We play well with others and often sit in the room with the client’s internal team as well as other outside partners like attorneys and financial advisors to craft the optimal client plan and ensure all partners align behind the client’s vision.
People Matter. Beyond the Bottom Line applies internally to our investment in our team culture and values. Our team has a growth mindset to continue learning so that we bring our client’s the best advice and service. We support our team with 100% employer-paid health insurance, continuing education and a performance bonus structure that aligns with delighting our clients. As a client commented, ‘you guys have personalities, for CPAs’. We’ll take that as a compliment! We love our team and will continue to invest in passionate professionals.
We partner for the long haul. We’re not just number crunchers. Our team delights in the success of our clients and helping them reach their goals. We want each to succeed, grow and feel confident in financial decisions. If you are a current client and have questions, then please call, email, or reach out through our website so we may better partner with you. If you are not yet a client and want to learn more, then please do the same. We invite you to a complimentary consultation so we may learn more about your goals and explore if SDA’s Beyond the Bottom Line fits your needs.
