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Pro-Active Tax Planning...
"William has been a tremendous help to my family in realizing the importance of pro-active tax planning. I give him & his staff the highest possible recommendation as your tax professionals."
-D. Coombs, PhD
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Home Home Client Testimonials Ownership/CEO Mentoring and Coaching

 

Ownership/CEO Mentoring and Coaching PDF Print E-mail

Company Name: Data Mart Holdings, Inc

Industry: Holding Company

Symptom: CFO level advice not available for shareholders and board

Cause: Lack of size prevented employment of full time CFO.

"William has the ability to get right into an issue, to pull it apart, and to provide an objective, on point, financial assessment. He has a strong personality, which works well with me and the other co-owners of some of my companies. I involve William in all my critical decisions. He offers me a financial perspective, as well as an operational view. As I don't need a full time CFO, the flexible nature of this relationship provides me with the most value for my money, something I'm constantly looking for."
A. Malcolm, Chairman and CEO, Data Mart Holdings, Inc.