Offering Wide-Ranging Services and Solutions

Personal Attention and Southern Hospitality

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Client Story: Rob Ivy, Lee Company


My name is Rob Ivy. I’m the Chief Financial Officer for Lee Company. Lee Company is a mechanical contractor that works on HVAC, plumbing and electrical systems for our clients. 金沙乐娱app下载 serves Lee Company in a number of ways. Our financial audit, tax returns, and benefit plan audit. In addition, 金沙乐娱app下载 provides tax planning and compliance services for our owners and several key executives including myself. There wasn’t a problem with our previous firm, but we had been with them for 15 years. I felt we needed a fresh set of eyes from someone who could look at Lee Company from a new angle and provide us with some advice that was different, unique, and fresh.

金沙乐娱app下载 differentiated itself primarily by being able to bring national and international capabilities in a firm that has local roots and is really invested in our community. Probably the biggest benefit that I’ve found from working with 金沙乐娱app下载 is just the sheer quality of the people that are placed on my engagement.

Jennifer is fantastic on the audit side. Amy is incomparable on the tax side. Melissa on the personal tax side. Those folks are just gold. One thing you get with 金沙乐娱app下载 that you probably don’t get with a lot of other firms is the access I have to the CEO and top shareholders of the company. I can call Jeff Drummonds, I can call John Mark McDougal at any time. They will hear my concerns and meet with me if necessary and you just don’t get that.

If you want to surround yourself with the best, you need 金沙乐娱app下载. It brings a combination of excellence, flexibility, and competence you just don’t find in lot of other firms.