The Firm's Philosophy
Jim Russell CPA | The Professional Staff | About the Firm | Philosophy | How We Work
At James Russell, PLLC, we believe in the future of small business in America and that well-run companies can achieve their business plans. We fully understand that small business is the fastest growing segment of the economy today. Our philosophy has grown out of the fact that we are, first and foremost, a small business ourselves, and our clients are small businesses as well.
In our experience, we have found that growing, successful companies have management teams that:
- Empower each employee to service and respect customers.
- Treats employees as its number one asset.
- Is committed to developing strong internal controls and a financial reporting system that provides timely and useful feedback.
- Embraces technology and change as a way of doing business.
- Performs ongoing strategic planning and works to keep all their people on the same page.
Our firm is committed to developing a customer relationship that continually emphasizes these critical ideas.
Individual Clients
Our philosophy regarding our individual clients is that each person has a unique set of circumstances and is seeking financial security in different ways. We believe that specialized circumstances require unique strategic wealth and estate planning, while some clients may also need customized interpretations of the tax codes. We take great pride in our in-depth understanding of the complicated income tax and estate laws for individuals, including benefits planning.
"When we started our search for a CPA/tax/accounting firm, we knew that our needs were special to our business and individual requirements. Most of all, we needed to find a firm that understood us and could communicate well. We knew that we needed more than tax work; we needed business guidance.
In addition, we were searching for a firm with a staff who had depth of experience and was willing to go the extra mile to help us find solutions and guidance. That was very important, because we knew that our business and our individual needs would change. We had to be able to move with that change. When we sold a portion of our company to a very large East Coast company, we needed a lot of advice and help that we could trust.
We have been with James Russell, PLLC, for ten years. We have seen them grow into one of the top business advisory firms in the area, and we didn’t have to pay the high prices of a ‘downtown’ firm."
– Bob and Nicky Rollins, INTEC, LLC