CASEY NEILON ENTREPRENEURIAL EXCELLENCE™ PROGRAM
PROTECTING YOUR BUSINESS INTERESTS AND YOUR FAMILY
WHY WE DESIGNED THIS SERVICE
YOU NEED SO MUCH MORE THAN A PROACTIVE CPA
Entrepreneurs today face a host of challenges and exciting opportunities. One of the biggest challenges is trying to figure out how to align the wealth you have today and the wealth you’ll earn over the next several years with your long-term goals. Successful entrepreneurs have so many options and so many different possible ways to achieve goals. But building a plan that you can be confident in is very hard.
This is why most entrepreneurs hire a set of expert advisors in key areas, such as accountants for tax advice, estate attorneys to build estate plans, financial advisors to develop investment strategies and insurance specialists to protect assets. But herein lies several challenges.
How can you know that the advice you are getting is the best counsel for your goals? How can you know if the advice aligns with your long-term plan, especially if you only trust an advisor enough to share with them what they need to know to address a given problem? Once you get all of the advice you need, how do you take action on it given that you already have a lot on your plate?
What happens when things change and you forget to bring up those changes with a given advisor? We see this all the time, especially with insurance documents and estate plans. How do you track the outcomes of the choices you’ve made to ensure you are actually achieving your goals?
Entrepreneurs want a partner who can think and act with them over time.
These issues are why we designed the CASEY NEILON ENTREPRENEURIAL EXCELLENCE™ program. After serving entrepreneurs for decades, we saw the need for so much more than just a proactive CPA. Our clients need and want a long-term partner who deeply understands their family and their goals. They want a partner who can think and act with them over time. They want a partner who can help them evaluate the counsel they receive and execute on details that they may not have the time or expertise to handle on their own.
If you are looking for a partner like this, we encourage you to fill out the form on this page to setup a discovery call