Warren Averett 360 is an approach that takes a holistic look at our Firm’s services, so that we can assess a client’s situation and then offer advice, guidance and solutions. View our full Warren Averett 360 brochure here.
“While we typically help clients with traditional accounting like audit and tax, we are trying to solve for the issue of how to clearly articulate the broad services Warren Averett offers,” said Chief Marketing Officer Todd Decker. “The Warren Averett 360 approach allows our team to take a stronger trusted advisor role with our clients.”
In addition to traditional tax and audit services, Warren Averett 360 associates all of our service offerings into five Client Solution Groups:
Corporate Advisory Services, led by Jim Key, offers transaction support services, business consulting, specialty tax services, and regulatory, compliance, risk and controls.
Technology and Risk Solutions, led by Jason Asbury, offers IT Security services, software evaluation and implementation, risk and compliance, IT System infrastructure, staffing and help desk support.
HR Solutions, led by David Salters, offers executive search and staffing, talent management and consulting, a full-service retirement plan offering, as well as benefit plan design, administration and audits.
Finance Team Support, led by Sandy Coaker, offers outsourced CFO or controller solutions (enabled by cloud-based accounting system software), bookkeeping support and payroll services.
Personal Solutions, led by Josh Reidinger, offers individuals solutions in wealth management, estate planning, daily money management and personal tax planning.
For more information, contact your Warren Averett Advisor, or contact us here.