John Haney, a partner with Beal & Haney, PLLC, CPAs, works collaboratively with Gina Scott & Associates for a variety of clients. Beal & Haney, PLLC is a CPA firm in Raleigh, NC, which provides value well beyond the annual completion of a tax return. John and his partner offer planning for clients and their families’ futures, guidance for the long-term growth of a business, and scenario tax planning for individuals and businesses throughout the year. The goal is to help their clients proactively prepare for a variety of financial needs.
John knows that a number of his clients are very good at running their businesses and bringing their expertise to market, but they are not necessarily interested in bookkeeping. The result of this dynamic is that he often spends a great deal of time cleaning up the client’s books in order to proceed with tax return preparation. Sometimes recreating certain transactions at year-end is time consuming. John recognizes that when his clients work with Gina Scott & Associates, his time is more efficiently used. Tax preparation generally becomes easier leaving more time to provide strategic business planning.
Gina Scott & Associates Contribution
John confidently refers his clients that need bookkeeping expertise to Gina Scott & Associates. By doing so, his clients receive the foundational bookkeeping discipline that is critical to running their businesses.
John has found that the partnership with Gina Scott & Associates supports his ability to bring greater value to his clients.
“When Gina Scott and her team are working with my clients, I can focus my time on bringing greater value to my clients. With a solid set of financial statements to lean upon, clients consistently share that they feel more confident about being proactive in their planning for the future.”
~ John Haney, CPA
The foundation of sound bookkeeping from Gina Scott & Associates provides an effective platform for enhancing the tax and financial planning support John can provide clients. Ultimately, the client benefits from the proactive relationship between Gina Scott & Associates and Beal & Haney, PLLC working together on their behalf.