• Andrew Wallin

When We Are Most Successful: The Ideal Client for Sweeten CPA

Updated: Sep 18, 2021

We love all of our clients at Sweeten CPA, and have built many strong relationships over the years. As those relationships have grown and evolved, so too has Sweeten CPA.

Many of our clients came to us as entrepreneurs with not much more than an idea for a business, and perhaps a small pool of funds (often loaned from family and friends) with which to get started. In those early days, Sweeten CPA helped with the tax filings, and perhaps answered a question or two about accounting. These very small businesses tended to have very simple needs.

Through years of dedication and hard work, many of those business owners have grown their businesses to the point where the scope of their needs have grown significantly. And, blissfully, Sweeten CPA’s relationship with them has grown as well.

For many of our clients, Sweeten CPA provides much more than just annual tax filings—we bring order and clarity to the financial lives of our clients.

As an Advisory Firm, Sweeten CPA serves many of our business clients in the capacity of both Chief Financial Officer and Accounting Department. Our team of highly-trained professional Bookkeepers and CPAs provide timely, strategic analysis and planning to help business owners achieve their short, medium, and long-term goals.

Sweeten CPA does this by using our expertise to proactively identify planning opportunities, and to anticipate the needs of the business and the owner. We work closely with our clients to understand their business and industry, and we create a collaborative team environment that works efficiently, meets deadlines, and creates solutions to business challenges. This relationship provides tranquility for our clients because it frees the business owner to focus on their passion--growing their business.

The Management Team at Sweeten CPA

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