exergycpa

Thinking

“No problem can withstand the assault of sustained thinking.”  – Voltaire

FOCUS ON THE BIG-PICTURE OF YOUR BUSINESS

Every day we advise people working in a wide range of industries – technology, e-commerce, real estate, construction, and professional services.  We have a high level of expertise in these particular areas and extensive knowledge of many others.  Learning new business models broadens our expertise and what we bring to the table in our consultations. Do you have a great new business plan, but you’re not sure it will work in the real world?  Are you past that point, but you can’t locate funding or prove the results?  We believe you can only manage what you can actually measure.

We believe that timely and accurate financial information is critical to the success or failure of a business.  Timely and accurate financial statements create confidence, credibility, reliability and awareness among owners and senior management, particularly in the eyes of bankers, bonding agents and other financial institutions, regulators and investors who provide cash and working capital. Financiers and lenders are more apt to provide necessary cash and working capital when they have confidence that owners and senior management know what’s happening in their business.  We help you explain and present your company in the best possible ways.

We understand that you may already know where your life and your business stand.  Our years of experience show that most entrepreneurs, investors, and employees know the financial health of their families and businesses.  We don’t advise what you don’t need, but help to provide a fresh perspective and identify the key points to bring success.  Good financial controls and reports, as well as our experience working directly with you, your lender and other trusted advisers, make it easier and faster to obtain the necessary working capital at attractive interest rates.  We can help you understand which current lending practices provide satisfactory covenants, terms and conditions.  We are accountants.  We understand math.  Trusted relationships, following well-reasoned plans, plus results that are explained equals consistent increases in working capital as a business grows. This is critical with the ups and downs experienced during the various economic cycles of the domestic and worldwide economy.

For those we advise and for our firm, this approach has had profound impact: winning customers, unifying companies, blurring industry lines and transcending trends and categories.   We offer a menu of tailored services, not a rigid process and not commodity tools and ideas.  MTM principals handle your relationship, so you’re dealing directly with an experienced decision-maker to assist in your own decision process.  People start at different points, depending on their business and personal lives. Where are you?  Where do you need to grow?

We believe that our experience, our nimble, scalable size, and our team approach to problem solving allow us to provide the highest possible level of expertise and personal service.

FOCUS ON THE BIG-PICTURE OF YOUR LIFE

Every day we advise people going in the wrong direction. Sometimes they listen to our questions and counsel. Occasionally, we wish them well! You need someone to tell you what your options are and how each can impact your life. We provide an empathetic, understanding environment for addressing life’s dilemmas. Our own strategy is simple: start with your goals.

We take a holistic and comprehensive approach to understanding your present concerns, goals and future dreams. We take into account your current lifestyle to create a plan that will support your needs now and throughout your retirement years. We team with estate planning attorneys and financial advisers to create a plan and accomplish your goals.

Just like the power company says “Call before you dig,” we are able to help more if you “ask before you act.” We communicate advice effectively and become a resource for helping you implement and measure progress. We believe in listening more than talking.