Short Financial Group Rock Hill
Ageras rating star
4.67 / 5 stars 6 reviews
Short Financial Group Rock Hill
Ageras rating star
4.67 / 5 stars 6 reviews

About

We exist to empower small businesses to do the extraordinary. We bring together the worlds of tax, accounting, business, and finance to strategically partner with you as a small business owner to help propel you into your next phase of growth. Whether you are pre-revenue, startup, or have been in business many years, our approach is comprehensive and relational. Preparing and filing your tax returns is the baseline, but it's only the starting point. We become strategic partners with our clients, ready to guide you through the complexities of tax, accounting, business, and finance. As a federally-licensed enrolled agent firm and Advanced Certified QuickBooks ProAdvisor, we are uniquely positioned to offer a white-glove personal touch and assist clients nationwide. Check out our Who We Are Statement here: https://www.shortfinancial.com/who-we-are
English
Excellent

FAQs

Interview quote

"Start where you are, use what you have, and do what you can!"

Why do customers choose you?

We believe in relationships, which is why we intentionally structure our services on a year-round basis. We've found that clients who proactively engage in an ongoing, rhythmic relationships with their accountant and tax professional are far more likely to succeed in the long run. We won't just prepare your tax return once a year and disappear. We are in this for the long haul, helping you to see around corners, and learn what you don't know.

What do you consider a fantastic customer experience?

We succeed when our clients thrive. Nothing makes us happier than having the privilege to participate in the partnership to help effect transformation and impact for our clients. This is why we seek to work with clients who are ready to get their hands dirty and participate in the process with us! Partnership is a two-way street, and this is the context in which our clients have the most meaningful impact and excellent experience,

How can you help businesses develop?

Our primary areas of focus for businesses span an annual revenue range of $0 (pre-revenue or startup) up to $14 million. We call this our "sweet spot," and we have over 20 combined years of experience in advising business owners on tax preparation, tax planning, entity structuring, architecting accounting systems, cash flow planning, operations/processes, payroll, bookkeeping, and more.

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Review this partner

Ageras rating star
4.67 / 5 stars 6 reviews
Roland Proulx 1 year ago
They provide services that we expect. They also reviewed previous returns and found additional benefits and unfortunately errors from our previous tax services.

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