Williams & Kunkel, CPAs LLP client case study TSI

Bill Beatty at Telephone Services, Inc. talks about his accounting, payroll and more.

TSI logoBill Beatty was working as VP at Telephone Services, Inc. (TSI) in Lewisville when the business came up for sale in 2005, and he jumped at the chance to own it.

After all, how hard could it be to own the business after having already run and managed it?

Luckily Bill had the good sense to ask Williams & Kunkel, CPAs, LLP who had left a good impression on him when he installed a phone system for them a few years earlier.

But Bill was like no other business owner. His military training had not only equipped him with his telecommunications expertise, but made him very precise about how he managed his business accounting.

Bill says he wouldn’t be in business today if it hadn’t been for Williams & Kunkel, CPAs, LLP.

“The best thing was taking over TSI,” says Bill. “But I didn’t have a clue about the CPA side, despite managing and running the business. It’s like night and day with state tax and state registrations. We have employees working out of 10-12 states so we turn to Williams & Kunkel, CPAs, LLP to do all our payroll and multi-state taxes and make sure we’re compliant.”

Over the years Bill has come to lean on Williams & Kunkel, CPAs, LLP for more than just tax and payroll services. Each quarter he meets with Beth and Scott to compare his numbers for tax purposes plus analyze key performance indicators (KPIs), such as how TSI is tracking.

“We also look at things like future projections, our lead generation pipeline and growth potential,” says Bill. “From that we gain a bigger overview of how TSI is performing.”

“At one point, when the business was running low on money, we sought their advice. Williams & Kunkel, CPAs, LLP had sensible answers and provided me with a few options so I could make an informed decision while respecting my wishes.”

“We have been doing strategic tax planning for a couple of years now. With another financial year-end coming up, Williams & Kunkel, CPAs, LLP are very upfront about watching the timing of payments and getting everything in order. Any big changes we just go ahead and put the pencil on it – they do a tremendous job.”

“When I set up a second business, it was all done by Williams & Kunkel, CPAs, LLP,” says Bill. “Beth and Scott had the knowledge required to get everything done correctly.”

“We were recently subjected to our first workers compensation audit. There was no sweat off my brow; Williams & Kunkel just went ahead and did it all. The best part was their service was already included in my fees.”

“Anytime I have any need, Williams & Kunkel are always offering their assistance. They are good accountants and are always there for me.”

Bill laughs when he recalls Beth asking where he got his ‘accounting degree’ because he presents all his records to the Flower Mound office in such good order. It’s a welcomed weekly ritual for Bill to drop off his payroll records for processing, only to be greeted by Williams & Kunkel, CPAs, LLP’s smiling faces.

“I have been approached by other CPA firms over the years, but not even a herd of wild horses would make me change my accountants,” says Bill. “If you have a good CPA, you hang onto them with both hands!”

And Williams & Kunkel, CPAs, LLP are very grateful that Bill keeps doing just that.

Click here to read more about TSI.

Copyright 2014. Williams & Kunkel, CPAs, LLP #getmytaxesdone

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