Our Process
Streamlined, straightforward, successful
Working with Stopp & VanHoy
The cornerstone of our process is understanding what matters to you. Simply giving you a quote for accounting services is not what we are about. Our process helps us understand your business and what matters most to you.
Once we understand those factors, we can tailor our services to meet your needs.
Learn why our clients love us!
Step 1
Discovery Meeting
A comprehensive in-person meeting to learn more about your goals and challenges.
This meeting lasts for about 1.5 to 2 hours.
Step 2
Comprehensive Review
We review your tax returns, financial statements and bench marks.
Step 3
Proposal
We create a proposal that outlines the services we suggest based on our conversations and financial review.
Step 4
Implementation
We assist you with a smooth account transfer from your current accountant and start implementing your plan.
The old-school way
Through years of experience, we’ve found that business advisors often put their clients in a vacuum.
For too long, advisors have given a client a piece of advice and the client has been left to relay that information (or not) to their financial advisor, banker, attorney, and so on. But not all advisors talk, meaning the client is left stuck in the middle, being forced to relay information to each person in the hope that they are relaying the information correctly!
The Stopp & VanHoy way
We want to interact with you and work on your behalf with your business advisors comprehensively so that you are not the middle man.
Our process means both you and your advisors will be in the conversation from the beginning, allowing us to come up with the best solution for you and allowing your advisors to know all the details.
This method enables us to give advice to the professionals and eliminates your frustration of not having everyone all on the same page.
Upfront Pricing
Our pricing system is based upon an upfront pricing arrangement, meaning you don’t have to worry about any surprise bills. We’ve found this system allows you to work freely with us on the core issues of your business, without the worry of an hourly fee getting in the way!
When working with us, we will always give you clear upfront pricing for your agreed services before any work is undertaken. If at any point the scope of the work changes, we will communicate this to you and work with you to discuss the changes.