Untitled - Geffen Mesher
Transcription
Untitled - Geffen Mesher
Have a seat at our table. P. 1 Geffen Mesher Obser ve today. Shape tomorrow. The majority of today’s accounting and financial services firms fall into one of two categories: the big ones that offer a full spread of services but lose their clients in the numbers; and the small firms that take pride in their relationships but don’t have the bandwidth, history or knowledge base to handle complex business issues. As one of the Northwest’s longest-standing firms, Geffen Mesher stands apart from these categories. For more than 80 years, we’ve provided strategic and creative solutions to complex financial challenges and core business needs for clients across a divergent range of industries. Your financial challenges are unique and your solutions must be designed to support you today and tomorrow. Geffen Mesher brings to the table more than 80 years of experience as an accounting and financial strategies firm, infusing our work with a level of commitment, experience and expertise unrivaled throughout the Pacific Northwest. We are prepared to meet the challenges other firms have been unable to solve for you and turn them into solutions that help you plan, build and grow wisely. P. 2 Geffen Mesher Obser ve today. Shape tomorrow. Geffen Mesher Obser ve today. Shape tomorrow. P. 3 our people use a word r a r e ly s p o k e n in c o r p o r at e circles... Kathy Haines, s e n i o r P. 4 Geffen Mesher manag e r Obser ve today. Shape tomorrow. Geffen Mesher Obser ve today. Shape tomorrow. P. 5 O u r c omm i t m e n t Brian Annand, s e n i o r manag e r The story of Geffen Mesher begins with our people, starting with the founders, Stan Geffen and Bob Mesher, and continuing through every level of the firm. Our professionals reflect our core values, knowing that beyond the numbers, our work affects the lives and wellbeing of those we serve. The trust we instill in our people is a key component to our ability to evolve. In supporting and fostering the personal and professional growth of our employees, we encourage their well-informed confidence as they provide creative solutions that support our clients. love. Confidence, industry knowledge, and expertise empower our strategic and creative thinking. While our services have evolved with time, we are still very much driven by the same core values that have guided the firm from the beginning – values that all members of Geffen Mesher embody in their actions and interactions. Integrity and strong ethical values are at the center of our work. We communicate directly, openly and honestly with our clients, partners and colleagues. We commit to forming long-term relationships, remembering that our success is driven by those relationships. We provide quality services and expert solutions across the many industries we serve and seek continuous professional and personal growth, from certifications and specialties in emerging industries, to volunteer work and community involvement. We foster and encourage a fun, professional, committed and active environment, where team members can expand upon their strengths, express their visions for success, and remain committed to each other’s growth. We encourage innovation, flexibility and creativity in our approach to solve the challenges that our clients face. P. 6 Geffen Mesher Obser ve today. Shape tomorrow. Geffen Mesher Obser ve today. Shape tomorrow. P. 7 Dave Porter, Sha r e h o l d e r Doug Lovett, Sha r e h o l d e r Mike Rompa, manag i ng P. 8 Geffen Mesher Obser ve today. Shape tomorrow. s ha r e h o l d e r strong leadership is the p r o d u c t of a g r e at l e g a c y. Geffen Mesher Obser ve today. Shape tomorrow. P. 9 Our experience Tina Richards, s e n i o r manag e r In our 80+ years, we have seen and navigated through booms, economic changes, and difficult stretches. We’ve supported our clients in nearly every type of economic environment, and are ready to solve their ongoing and future challenges. Our industry experience is reflected in the way we handle daily interactions and make key business decisions. These qualities come from the firm’s roots, and carry forward as the business world changes with time. a l o t of people can’t s e e the b e a u t y in n u m b e r s . Our extensive experience instills confidence within our clients and partners, assuring them that we are ready to tackle any challenge and create strategic, lasting solutions. It would be easy to simply point to our history as an example of our staying power. And while history does speak volumes regarding our ability to navigate the business world, we remain committed to looking forward, aware that change is a constant in any industry, especially in today’s global reality. In connecting with our roots, we consistently call upon our core values as guideposts through growth and change. We understand the importance of forming strong, lasting relationships with our clients that often stretch beyond the professional world, and transform into community building activities, volunteer partnerships, and even friendships. Our clients, whether business owners, executives or high-net-worth individuals, benefit by tapping into the firm’s collective strengths and knowledge base. This rich collection of knowledge, education, and industry experience creates an environment in which our clients know their needs will be met through creative, strategic thinking, and that our people understand the real-world implications involved in every solution we create. P. 10 Geffen Mesher Obser ve today. Shape tomorrow. Geffen Mesher Obser ve today. Shape tomorrow. P. 11 I t pa s s e s t h r o u g h the many changes that d o m i n at e t o d ay ’ s g l o b a l e n v i r o n m e n t. Dave Adams, Sha r e h o l d e r Business doesn’t happen in a va c u u m . P. 12 Geffen Mesher Obser ve today. Shape tomorrow. Geffen Mesher Obser ve today. Shape tomorrow. P. 13 Our expertise We focus on the present and future needs of our diverse clientele, and create strategies that lead to effective business decisions. “F r o m th e f i r s t m e e t i ng to a meeting 10, 20, even 50 years later, they see that we’ve grown with them, matched our people to theirs, and have continued to care about maintaining our relationship for the next 10, 20 and 50 years.” Stan Geffen, Sha r e h o l d e r “W e hav e th e ab i l i ty to meet many different needs, whether our clients are doing business in Asia Pacific, or need us to answer a pressing auditing concern back home. They come to see us as a true partner who has their global needs and daily concerns in mind.” Raymond C. Cheung, Sha r e h o l d e r Geffen Mesher has served a growing list of organizations and individuals, each with its own unique set of needs: auditing and accounting, taxation planning, business development, retirement, financial planning and more. Across these service areas, our clients receive expert insight and solutions from a confident, trusted team of CPAs and financial strategists who are committed to speaking their language, no matter what field or specialty. It’s exciting to see our list of active, satisfied clients expand over time. With such growth comes the responsibility to consistently create solutions that exceed their needs. In supporting them with insight, direct services, and expertise, our swift, agile business model allows our professionals to focus on mastering their industries and grow as specialists. As we have gained our clients’ trust, we have seen their faith manifest through long-lasting professional relationships, as well as with a consistent stream of strong referrals that often take us into new industries and specialty areas. Our commitment to professional development and our people prepares us for tomorrow’s challenges. The sum of our parts creates a balanced perspective across the industries we serve. The answers our clients seek, if not directly across the table from them, are right down the hall. Our collective attitude of shared responsibility, our expert focus, and our ability to specialize are keys to our growth and success. This growth occurs through foresight, recognition, and preparation for a rapidly changing business world. “E v e r y d ay i s d i ff e r e nt with our clients, not just the types of projects they’re doing, but the circumstances for which they seek our support. The variety keeps things interesting, and creates the types of challenges we like to manage and solve.” “A d vanc e s i n t e chn o l o gy allow us to serve clients more timely now than five or ten years ago. They appreciate our capabilities, responsiveness, and the way we take ownership of the process. We go to great lengths to be actively involved because we’re interested in their success, however they define it.” 14 Geffen Mesher Obser ve today. Shape tomorrow. Tony Pizzuti, Sha r e h o l d e r Geffen Mesher P. Phil Hayes, S e n i o r M anag e r Obser ve today. Shape tomorrow. P. 15 More important than our core services is the way we apply these services across divergent industries: fOrensic accOuntinG Helping Prevent, detect & recover from Fraud P. 16 Geffen Mesher Obser ve tOday. shaPe tOMOrrOw. dealer services cOnstructiOn Constructive Thinking, Planning, and Building M a n u fa c t u r i n G , distributiOn & technOlOGy speaking Many languages eMPlOyee benefit Plans Navigating Through Complexities, driving Toward Growth Compliance Today Means Benefits for the Future PrOfessiOnal services r e a l e s tat e serving Businesses that serve others Moving When You Move Geffen Mesher Obser ve tOday. shaPe tOMOrrOw. P. 17 Observe today. Shape tomorrow. P. 18 Geffen Mesher Obser ve today. Shape tomorrow. design: counterform, llc, por tland, or – counter fo rm.net We’re committed. We’re experienced. We’re experts. We’re Geffen Mesher. Geffen Mesher Obser ve today. Shape tomorrow. P. 19 P. 20 Geffen Mesher Obser ve today. Shape tomorrow. gmco.com 888 SW 5th Avenue, Suite 800, Por tland, Or 97204 tel 503-221-0141 | fax 503-227-7924 | gmco.com