Zoller, Swanson & Co.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of a digital marketing firm called Thomas H Wetzel & Associates.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Zoller, Swanson & Co.?

We needed help with accounting services.

SOLUTION

What was the scope of their involvement?

Zoller, Swanson & Co. has been doing our taxes for decades and has also done some bookkeeping.

What is the team composition?

We’ve worked with several people throughout the years, but we have a main point of contact who’s in charge of our account.

How did you come to work with Zoller, Swanson & Co.?

I’ve known them from previous projects and on a personal level.

How much have you invested in them?

We’ve spent $10,000–$49,000 with them so far.

What is the status of this engagement?

We started working together in January 2002, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

I’ve been very happy with their work throughout the years. They’ve been attentive, open, and approachable — I enjoy working with them.

How did Zoller, Swanson & Co. perform from a project management standpoint?

Project management has been perfect — they’re a professional team. Regarding communication, we use phone calls and personal meetings.

What did you find most impressive about them?

Their interest in me as a business owner is outstanding — I don’t feel like they treat me like another number.

Are there any areas they could improve?

I don’t think there’s anything they can improve on — I haven’t had any complaints about their work.

Do you have any advice for potential customers?

Be as professional as them.