Meriwether, Wilson and Company, PLLC

BACKGROUND

Briefly describe what your company does and your role there. 

I own an Educational Consulting and Interim Superintendent service for public schools.

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

Someone who could advise and do taxes and be a long term partner

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

Most of the work is related to doing end of the year taxes and advisement throughout the year on tax strategies

How many people does your company work with?

1

How did you find this provider?

Referral

Why did you choose to work with them?

• Close to my geographic location
• Referred to me by a trusted source
• Company values aligned

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

We are very pleased with our annual results and what our partner has provided us over the years

How does your team communicate with this service provider?

• In-Person Meetings
• Phone calls
• Email or Messaging App

Are there any areas for improvement or something this service provider could have done differently?

Because of the pandemic, our relationship has been conducted from a distance, I would prefer to go back to in person