One of the objectives for our longstanding client relationships is to serve as the leading consultant among their group of trusted advisors, with all of us sharing the goal of helping them to build and maintain a successful and financially rewarding business. This group may include the client’s attorney, wealth manager, and insurance provider. Recently one of our Directors received this feedback from his client’s professional advisor, a nationally-recognized consultant in the automotive dealership industry.

"I would like to acknowledge the outstanding job you have done preparing our client for efficient decisions. I really appreciate your willingness to present options, and alternatives, make recommendations and express your opinion. You have impressively stepped out beyond compliance and have distinguished yourself “reliance” professional. It is a pleasure to be a member of your planning team.”

Your CPA at Sharrard, McGee & Co., PA is happy to serve as the “quarterback” on your team of business advisors. Call us at (336) 884-0410 in High Point or (336) 272-9777 in Greensboro.