We GUARANTEE* to Identify a Minimum of $10,000 in Potential Business Deductions, or We Will Give You $250

BUSINESS PHILOSOPHY

Principles and Values

It is important that we share our philosophy to accounting because it is critical to why we exist, and have been able to differentiate ourselves in the marketplace.

Core Values

Our Core Values are instrumental to the way we conduct ourselves as professionals and the quality of clientele we desire to work with. We go into depth about core truths that have shaped every part of our business model. Our model is designed to be completely client centric. We believe that if we add more value to you, not only will your business expand, but you will become our greatest marketing tool, and refer us.

Service

Purpose

Excellence

Success

Leadership

Culture

Time + Money = Truth

As advisors, we realize the best advice we can provide often comes from data. Nothing tends to tell a clearer truth about the values and beliefs of people and businesses than how they spend their money, over time. By tracking where money goes we not only serve our clients, but we have the opportunity to understand and forecast their growth.

Percentage-Based Pricing = WIN

We save our clients millions of dollars in taxes, and propel their business forward; therefore, our time is invaluable. Setting a fee on our time would force us to stop serving our ideal clientele (small and midsize businesses), which are the backbone of our nation, is something we are not willing to do.

Below are the painstaking issues our clients would have to endure if we charged per hour:

❌ Brings no value to the customer

❌ No transparency of time logged

❌ Complicates longer-term projects

❌ Client focuses on time, not value

❌ Rewards complexity vs efficiency

❌ Discourages speed & collaboration

❌ No reward for client loyalty

❌ Limited access to expertise

❌ Discourages communication

Below are the disadvantages and headaches our clients would have to endure if we charged a flat rate:

❌ Unforeseen complexity

❌ Limited services offered

❌ Potential lower quality work

❌ Unpredictable project length

❌ Limited flexibility for changes

❌ Your business lacks attention

❌ Very little security of quality

❌ No incentive to help you save

❌ Rarely any guarantees of service

Below are the benefits, perks, and rewards our clients get to take advantage of due to percentage-based pricing:

✅ Accountant is highly invested

✅ Results are the primary focus

✅ Eliminates time & quality factors

✅ Proactive problem-solving

✅ Fair for uncertain projections

✅ Creates the optimal win-win

✅ Simple model that grows with you

✅ Establishes transparency & trust

✅ Promotes communication

✅ Rewards efficiency

✅ Scope creep is not an issue

✅ Allows for massive flexibility

✅ Rewards client loyalty

✅ Grants access to expertise

✅ Predictable budgeting

Practitioner vs. Engineer

The High-Performer

The Practitioner is a High-Performer. Typically head and shoulders above others within their given field. As a business owner, they focus on three core functions:

Revenue
Marketing
Service

These are functions they have to do in order to do what they want to do. Therefore they never really master business ownership or its functions. This limits the ability to grow the business.

The Practitioner accounts for the mindset of approximately 80% of small business owners. In most cases, the practitioner neglects accounting and managing finances, and only speak with their accountant when it is time for taxes to be reported, therefore they forfeit growth.

These companies rarely grow beyond 3 full-time employees.

The High-Performance Leader

The Pareto Principle applies to the remaining 20% of small to midsize business owners, which we call High-Performance Leaders. These individual's greatest assets are their teams, so they focus on talent to handle:

Revenue
Marketing
Service
Accounting

They realize the value in putting people in proper seats to develop systems and processes, leading to optimal service and products. The High-Performance Leader is able to expand services, because they place other high-performers (like Marq Neasman Accounting) in charge of managing finances.

Now they can take advantage of funding, acquisitions, new hires, tax savings, deductions, credits, and the leveraging of other investment vehicles.

These companies typically average 7 or more full time employees.

Growth = Management

Science reveals to us that there are just two elements that make up everything on the earth. Energy and matter. Both take preference to it's likeness. It's why apple trees grow more apples, and happiness is usually accompanied by joy, laughter, and pleasant thoughts. We believe this same primese of thought applies to managing money. In fact, we believe money is fairly easy to manage, because it cannot think, speak, or move. It does what it is told, however people and behavior are not.

Character > Skill

If we created a shirt, to represent the culture of our organization, it would probably be the heading of this section. We realize accounting is a transferable skillset, can be taught to anyone willing to learn. Therefore we can coach, mentor, develop talent (skill).

Our team represents the top 95% in the industry, but accounting is not what makes us significant. Instead, it is our core values of Leadership, Purpose, Culture, Professional Excellence, Service, and Success are our differentiators. These six values breed High-Performance Leaders, and always deliver impact, income, and influence.

They create transformation within people's lives and organizations. They ensure healthy cultures, which is the lifeblood of Marq Neasman Accounting.

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