Client Focused. Relationship Driven.
abip provides clients with the information to successfully manage their business and focus on their objectives. Our team listens, interprets and provides objective insight. We take the time to understand your goals and design a strategy to meet those goals.
We provide tax planning, reporting and compliance for individuals and organizations. Taxes can substantially impact profitability. Let us create a tax plan to help optimize your tax position.
Our assurance team provides audited, reviewed or compiled financial statements to help validate the accuracy of information and provide insight, while minimizing risk.
We help clients make progress toward their goals. Sometimes we are asked to design or evaluate a plan, while others use abip to execute and monitor an existing strategy. Our professionals help you stay focused on critical success factors, evaluating opportunities, or eliminating obstacles.
Navigating the Client Lifecycle
Stages. The Lifecycle has 4 stages; Emerging, Growth, Mature and Transition. Each stage is different and needs change as you move from one stage to the next. Survival and growth may be replaced by the need to retain or transfer wealth, mitigate risk, or achieve a different life stage objective. While your accounting firm may have been excellent for the first twenty years, you may need a different firm to help with the next stage.
Direction. The more successful you become, the greater the need for expert advice tailored to your specific situation. We help you minimize stress and maximize the value of your business.
Exit & Succession. Owners are experienced and seasoned professionals, but an exit or succession is foreign to them. Many have no idea where to start or what timeline is needed to conduct a successful transition. For organizations looking at a sale or a family succession, we can help by strategizing and managing all the steps of the process.
Strategic Planning & Gap Management
We provide a different set of eyes and an infusion of new ideas. The first step is understanding your vision. Then, we help close the gap from where you are today to where you want to go by:
- Identifying the goals that are most critical to your success.
- Prioritizing your goals.
- Designing and implementing a working plan towards these goals.
We provide support for privately held businesses, high-net-worth individuals,
non-profit organizations, and government agencies. They vary
from emerging entities just getting established, to large organizations with complex needs. Each client has different challenges and their own definition of what is valuable to them.
The core function we provide every client is accurate information, proactive tax planning and a relationship from an accounting firm that understands their business and what is important to their specific goals and obstacles.