CLIENTS WE SERVE
We have been fortunate to build
our practice serving clients who are high-wealth/high-income
individuals and families, closely held businesses, and local community
organizations. Many of our client relationships involve
multi-generational families and supporting them with both the growth
and development of second and third generation family members and the
succession or transition of assets and/or businesses as a result of
retirement. Our business clients own entities such as professional
practices, real estate management/ownership operations, retail outlets,
distributorships and manufacturing companies.
HOW WE SERVE
The Addicks CPA Firm specializes
in tax, accounting, and technology services that assist our clients
with both growth and increasing their peace of mind. We’re here to
assist you with those tasks and areas of expertise where outsides
assistance to us, given our specialized knowledge, makes sense.
Our goal is to add value for you
in such a way that the benefit you receive will far outweigh your
investment. We utilize a unique fixed price billing approach where
we’ll meet with you and review your needs. From there, we’ll define a
scope of services for the upcoming year and then assign a total fixed
price value to the services that we’ll perform for you in that given
calendar year. A payment schedule is then agreed upon and, through
regular communications, we adjust our scope of services up or down
based upon changes that may occur in your business or new financial or
technology needs that arise throughout the year. You can then enjoy
access to our expertise and range of services knowing that it is all
covered under your personalized services plan.
OUR SUSTAINABLE GROWTH
In the fall of 2003, we began a
strategic planning process in our firm that began with a thorough
practice assessment that enabled us to identify areas for growth such
as defining roles and responsibilities, active involvement of our staff
in the planning process, and continually increasing the use of
technology to allow the firm and our clients to work more effectively.
This process is ongoing and continuous and we feel it is essential for
the sustainable growth of our clients, too. In fact, our firm
received acknowledgement for our approach to planning and change in the
Sage Software Accountants’ Network Newsletter.
