In today's rapidly evolving business landscape, the traditional business model is giving way to a more advisory approach when it comes to serving clients. At MCM CPAs and Advisors, we are embracing the concept of an advisory culture, where every individual is encouraged and empowered to contribute their expertise, ideas, and insights. By fostering an environment that values collaboration, open communication, and diverse perspectives, we are not only enhancing employee engagement and satisfaction but also getting to know clients and helping them solve their problems. Our firm not only offers traditional tax and audit services, but other advisory services in technology, human resources, transaction advisory, and wealth management services.

Many of our senior personnel and all of our partners have areas identified in their annual goal-setting process to provide integrated solutions (not just the traditional tax and assurance services) to key clients.

We involve many of our advisory services leaders in industry and location meetings to continually educate and remind other team members of our menu of services and where they can be of benefit to our clients. We maintain a “Relationship Review Checklist” that is beneficial when discussing issues with clients and how we may be of assistance. This list also identifies who is the lead service provider (or in some cases the team) within the firm to provide these services.

We encourage our people to not feel like they have all the answers, but know who to call within the firm who may have the expertise and answers to client problems.

Our Human Resources Solutions Group stands as a key portion of the Firm's advisory solutions, having been able to help organizations succeed by providing the expertise to help manage people-related challenges. We consult on both domestic and international engagements, and clients receive forward-thinking strategies and custom-tailored consulting services to meet their needs. The Human Resource Solutions team can aid an organization in talent, engagement, compliance, organizational development, and total rewards.

Another established advisory service within MCM is MCM Capital Markets Group, offering clients a comprehensive suite of Corporate Finance advisory services. With a keen focus on transactions, the team excels at ensuring seamless execution and attention to detail, empowering clients to navigate their business transactions with ease and confidence. This group is often assisted by our tax and due diligence transaction teams who work closely together, teaching each other about the complexities of transaction services.

Aligned with MCM, Meritrust Wealth Management collaborates with clients to elevate and actualize their personal and business financial objectives. Backed by a team of seasoned professionals well-versed in the realms of finance and tax, Meritrust offers personalized, one-on-one assistance. Guided by the principles of prioritizing client interests, instilling confidence, and promoting collaboration, Meritrust embodies a steadfast commitment to delivering comprehensive financial solutions.

Our Technology Solutions Group recognizes the critical role that technology and business processes play within an organization. With a client-centric approach, this team prioritizes the client's business goals above all else, ensuring that technology solutions are tailored to deliver optimal results. Our team provides unbiased assessments of a client’s needs, enabling our team to recommend and implement solutions that precisely align with the client's requirements.

We have been investing in its technology and risk advisory practices which now has a team of more than 50 team members. New in 2022, we launched our new data analytic services and analytic solutions line. These new analytic solutions are designed to convert data from complicated spreadsheets to interactive, on-demand dashboards. This service line also provides user-friendly graphs and charts, allowing clients to quickly identify and address issues before they become major, expensive problems.

As an advocate of the advisory culture, we remain steadfast in our commitment to fostering collaboration and innovation through our suite of advisory services. We are striving to lead with our valued services to clients, demonstrating that the advisory services that are provided identify opportunities, and anticipate challenges, from all angles, for all our clients.

Please contact Steve Kerrick, Partner, Advisory Services Team Leader at MCM CPAs and Advisors with any questions regarding the article.