Who We Serve
We serve the closely held business owner, family run companies, individuals, not-for-profit organizations, and SEC-regulated entities.
Who Are Our Clients?
Sassetti provides support for closely held businesses, family-run companies, not-for-profit organizations, SEC-regulated entities and high net worth individuals. They vary from emerging entities just getting established to large organizations with complex needs. The core function we provide every client is accurate information, proactive tax planning and a relationship with an accounting firm that understands their needs and what is important help them progress toward their specific goals and overcome obstacles.
Communications Drive Our Process
We understand what keeps our clients up at night. Some accountants do a good job of handling tasks, which are typically ensuring reports are prepared, taxes are filed and the accounting records are in order, but that is only half of the effort. The real value, the part that makes a difference, comes from the interaction, advice and problem solving we provide. That is a result of the in-depth working relationship we maintain. Our clients are not numbers. They are people we feel connected to and involved with in their organizations and personal financial well-being.
Along the way, we have developed a deep knowledge base within a few industries, which allows us to help those clients with some unique business needs. However, we use a sound, logical approach with every client no matter what industry they are in. We ask what they are trying to accomplish. We identify their obstacles. We assess their current financial and operational position and then work with them to manage these “moving pieces” to work toward a better outcome. We have highlighted some specialized industry niches in separate tabs to help you better understand our depth unique to those groups.