A Client-Focused Perspective
There's obviously more to you than a tax return here, an audit or a financial statement there. You're complex, unique—so we don't just pigeonhole you based on a service we provide. And we don't assume your needs are the same as everyone else's.
As a Bader Martin client, you'll experience a personalized and big-picture approach that looks beyond narrow, isolated pieces of your financial or business situation to support you in achieving your goals.
Sure, we can prepare your annual financial reports and tax filings—and frankly, so can a number of other leading CPA firms. But here, we believe we also have an obligation to provide you with the proactive, practical advice that creates value for you throughout the year. In fact, traditional accounting services are often just the beginning of our work.
Our approach merges tax and financial reporting services with the strategic and advisory services that establish where you want to go and how to get you there.
A Relationship-Based Approach to Client Service
We start our working relationship by listening. We get to know you well, to understand your needs and concerns, as well as the challenges and opportunities you face throughout the year.
Together, we help bring your goals into clear focus—whether that means growing a more profitable company for the next generation, minimizing the impact of taxes on your personal finances, or simply bringing the audit in on time and budget.
Then, based on a mutual understanding of your needs, we roll up our sleeves and get to work for you.
A Collaborative, Team-Oriented Process
Throughout our working relationship, you'll be supported by a team of professionals led by the Bader Martin principal in charge of the relationship—a local, hands-on decision-maker familiar with all aspects of your financial and business affairs.
Your team will be comprised of professionals with expertise in the services and the financial and business matters that are critical to your success. They have years of experience in supporting clients with similar needs, challenges and opportunities. Nearly all of our principals have worked for national CPA firms—on average, for more than a decade—and some have worked for private companies in the same industries and niches they now serve at Bader Martin.
At your option, we'll work closely with your current advisors or we can introduce you to some of the region's best attorneys, investment advisors, bankers and other professionals.
And when the situation requires additional national or international resources, we can draw upon the professionals of our DFK International affiliate firms worldwide.
Our team approach to serving our clients ensures that you have access to critical expertise when you need it, and that you receive full value for the fees you pay. As a result of our approach, you'll also find us more responsive, more proactive and easier to work with.
An Independent Perspective
All of our services are fee-based. We never sell products, recommend specific investments, or accept referral fees or commissions—ensuring that we exercise independent judgment and always operate only in your best interest.