We are a team of experienced accounting professionals who are empowered to be problem solvers. This means we are committed to proactive, exceptional customer service and to providing value-add solutions that help make life easier, bring dollars back to the bottom line, and propel the business forward. We truly live our tagline - face to face - both with our clients and each other.
Does your accountant understand the industry trends and drivers that affect your business? Can they go beyond the numbers to anticipate trends and advise you on various matters beyond the balance sheet or tax return? In order to serve our clients well, we pride ourselves on providing a depth of knowledge in several key industries. This means that you receive top quality service and can take advantage of best practices in your industry.
Each business has its own unique strengths and challenges, which often change throughout different phases. We are equipped with the knowledge and ability to deliver a broad cross-section of services to meet your changing needs, from the hands-on approach with payroll, bookkeeping, and in-house controller services to planning for succession with family wealth planning, investment management, and mergers and acquisition guidance.
If you are interested in working with a firm that focuses on serving unique clients with a proactive and solution-oriented attitude, we invite you to consider Smith Leonard. Our firm is a place where we all enjoy working together and where our people are absolutely our biggest asset. We like to say that we have the best of both worlds – the resources of a national firm with the approachability of a local firm. We are Smith Leonard. Are you?
Unprepared. Perhaps anxious.The feelings most of us have when a crisis first strikes.
Then questions begin.
Do we have enough liquidity to see us through? Are we too heavily weighted in stocks and other more-volatile investments? Do I even know what my portfolio really looks like? Why didn’t I make the time to put an estate plan together or update the one I did years ago?
We have a question for you:
Did you know the Smith Leonard professionals you already know and trust offer wealth advisory services beyond tax preparation and audits?
SL Wealth Advisors stands ready to help you address your financial planning and investment management concerns. In difficult times like these, it helps to have a financial plan in place that can help you navigate through uncertain waters – and someone you can depend who is already familiar with your financial data to help see you through.
Contact us to set up a time to chat (virtually or in person). We’d like to give you peace of mind to be able to take care of some of the questions that likely keep you up at night.
We look forward to being of service,
Mark Bulmer, Jimmy Eggers, and the rest of the SL Wealth Team