It looks like we’re not the best match for you
Thank you for filling out our match questionnaire. We truly appreciate your interest. We’re focused on bringing our best work to a specific kind of client, and it looks like our services aren’t best matched to meet your needs. At GW, we believe finding the right accounting partner is vital to your success and we wish you all the best on your search.
Why we won’t be taking your inquiry further
Revenue Range
Under $500k.
We've found that our services may not align well with newer or smaller businesses with revenue under $500k. Our focus is on businesses who are ready for the next stage of growth, where our unique expertise in succession planning and processes can make the greatest impact. Newer or lifestyle businesses often have different priorities and needs that don't fully align with our specialized offerings. We recommend seeking a reputable CPA firm specializing in your niche, as they may provide tailored solutions at a more suitable price point by leveraging their broader experience in your market. We're open to collaborating in the future once your business enters its next phase and is ready for the services we are able to bring.
Over $50M
Our aim is to foster growth in our clients, even if it means they eventually outgrow our services. By the time our clients reach our higher price points (starting around $15M), we know we'll work most effectively when clients have an in-house controller and team with whom we can collaborate on monthly and quarterly projections and advisory services. Taking on new clients who are already over $50M would stretch our resources too thin, diverting attention from our existing client base.
Tax Compliance Only
We recognize the importance of tax compliance for every business, but our focus is on fostering year-round communication and proactive tax planning. Building a relationship where we can provide ongoing support leads to a smoother filing experience, meeting deadlines without unexpected surprises. When a significant portion of our attention is dedicated to tax-only clients during peak seasons, it detracts from our ability to serve clients needing our insights throughout the year.
Paper or Startup Accounting Systems
We thrive when we have remote access to client data via a cloud accounting system such as Quickbooks Online (QBO) or Xero, or industry-specific ERP such as Sage MAS or Intacct. While we've transitioned many clients away from paper-based systems in the past, we're unable to onboard new clients still reliant on paper ledgers or checkbooks.
However, we do currently make an exception for clients using QuickBooks Desktop (QBD). Given its impending end-of-life status, we will be assisting QBD users with a smooth transition to QBO as their first project with us.