Our Client-Centered Approach
We Start by Listening
Growing a business. Developing clients. Guiding an organization. Building a family legacy.
You worked hard to get to where you are. You want to keep moving forward. You deserve an accounting firm that values hard work, respects your responsibility, and understands your challenges and your goals.
That’s why we start each relationship by listening. The numbers are important, but we know there is more to your story. So we listen. We ask questions. And we listen again. Our entire approach revolves around getting to know you. We bring knowledge and insights into the business, financial, and tax issues that affect you. We then tailor our strategies and services to exactly what you need, when you need it.
Building Trust, Ensuring Transparency
We are committed to developing and maintaining long-term relationships based on trust. When you partner with Wheeler, Wolfenden and Dwares, you can expect our team to:
- Treat you as an individual.
- Listen and understand your needs and goals.
- Communicate with you about project timelines and deliverables.
- Provide transparent pricing in our letters of engagement.
- Bring a personalized approach to solving your unique issues.
Now that you know our approach, let’s talk about your needs. We’re ready to listen.