It all started with an idea...From nerd to ninja, with numbers that is...
Hi. I want to tell you why I started Prospect Financial Solutions. It’s short story, but I feel it’s important you know why we do what we do.
Have you ever experienced a visceral frustration with how obnoxious and ineffective the status quo can be? That is exactly how I felt in 2008. I’d just completed my fourth year at a big CPA firm; working with medium to large businesses. At this scale, the people I worked with were annoyed employees – annoyed for a variety of reasons not least of which was with my employer & I, for causing additional work for them. It was a difficult situation, at any rate.
In 2008, I had a chance to buy Baker’s Tax Service from Janice Baker. I jumped at the opportunity to start working with smaller businesses who often don’t get the help they truly need. I jumped at the opportunity to make a difference.
A little while more frustration started cropping up. This time it had to do with the sense that the traditional approach to accounting was just not as effective as it could be. We needed to change our approach to accounting services. From being one that focused on a client’s past to their future.
We needed to break the cycle. We needed to stop being the doctor you would go to when you were sick. We needed to be the financial health coach that was a partner in achieving the client’s goals! That’s when our holistic approach was born! We haven’t looked back since…
Joel Hendriks, EA
John Hopkins, EA
Janice Baker, EA
Staff Enrolled Agent