A short YouTube client testimonial by Dr. Weston Spencer endorsing Wes Read, CPA, CFP® and his team. Dr. Spencer emphasizes personalized service, monthly packaged financial reporting, reduced stress about bookkeeping and taxes (allowing more family time), regular responsiveness to questions, and measurable business growth tied to the advisor relationship. He explicitly recommends Wes and his team to peers.
As interested as I was in having somebody that was maybe a big accounting firm or somebody that I knew had been around for a long time, when I met Wes, it seemed like he had a lot more interest in me personally and what I was specifically trying to accomplish personally. One of the things I like most is the fact that when I go home at work or go home from work at maybe 5:00 or 5:30, I usually don't spend a whole lot of time stressing about what my books look like or how much I'm going to owe in taxes at the end of the month. Honestly, by using Wes, the burden of keeping track of a lot of the big financial numbers and metrics are kind of taken off my plate. I have four kids, so I don't want to spend a whole lot of time when I'm at home worrying about whether my books look good, what my end of the month or the end of the year numbers look like. Honestly, Wes and his team put everything kind of packaged nicely together. So at the end of every single month, I know exactly what I've done, I know exactly where my money's gone, I know exactly how much I have and where I can allocate that towards trying to grow my business as well, best as possible. And I feel like every year we've grown significantly. So with that in mind, knowing that he's got my back and we know where we're headed, all the goals we've tried to set for ourselves through now we've been able to reach. So we have long term goals, you know, the next five, 10, 20 years. And I have no doubt we'll be able to reach those. I definitely feel like they're looking out for me. I've never been disappointed in their response and being able to help me out, answer any questions, even if they don't have a question to answer right away, they usually let me know, hey, we'll get an answer to you as soon as we can. And usually that's in a pretty timely manner. I get asked often if I'm meeting with other dentists in kind of social settings and so forth. Who's your accountant? And within, I mean, right away, I usually recommend Wes and his team. I mean, it's just the first thing that comes out. I really probably wouldn't be in as good a place both as a business and financially if I didn't have them kind of there along the way to help me, you know, set and reach my goals.
