Firm Spotlight - Serl Keefer Welter CPAs, LLP

July 21, 2017

 

“Small Firm Attention, Big Firm Knowledge”
The beginnings of Serl Keefer Welter came when my current partner, Shelby Keefer, decided to stop working as a sole practitioner and in 1995 formed a partnership with Kathy Serl, another sole practitioner in the Las Vegas area. After Kathy retired in 2003, Shelby became the firm’s managing partner. I joined the firm in January of 2011. Prior to this, I had also been working as a sole practitioner and was drained from working on my own. Shelby and I were doing similar work and made the choice to join forces. I became a partner in the firm, and Serl Keefer Welter was officially created.

Las Vegas is a very unique market, both from a client and a staffing perspective. Nevada is a friendly state for small businesses. There is no state income tax and this is a big draw for startup companies who want to leverage that benefit. Nevada also has a very transient population, with people migrating in and out of the state for various reasons. This can make it difficult to keep qualified professionals on staff, but we have been very lucky in cultivating a loyal staff, several of which have been with us for years. Currently, in addition to two partners, we have three full time staff people and maintain three to four part-time and seasonal staff.

Our Clients are Everything
Our firm’s primary focus is developing in-depth, long-term relationships with our clients and providing the specialized attention that they need.  We strive to keep in touch with our clients on a regular basis and provide  guidance to  help them through decision making process throughout the year.  We work with a number of small businesses and startups and because of this, we take extra time explaining tax and regulatory compliance and making sure they have a solid understanding of the requirements for running their business, as well as assisting them with entity selection,  tax planning, and business set up as needed. We provide high quality service with an emphasis on the client relationship that is fairly unique to a metropolitan area like ours.

We have a small, yet knowledgeable and highly personable staff that works together to keep the firm running smoothly. We are small enough for each employee to be familiar with all of the firm’s clients. Our clients have the security of knowing that if their primary contact happens to be out of the office, they can come to any member of our staff and receive the same quality advice with a personal focus. Our clients are everything to our firm, and we truly strive to treat them that way.

Why We Joined PCPS
Shelby Keefer had initially joined PCPS when she was a sole practitioner. Shelby originally joined PCPS for the support that PCPS gives to small firms in particular, and that is why we continue our membership today. PCPS membership provides a level of advocacy that can be more difficult for smaller firms to achieve within the profession. As a small firm, you are always looking for resources that can help you be more efficient, and PCPS offers those resources while maintaining a focus on small firm issues. The resources available through the PCPS website are segmented by firm size, so it’s very easy to identify the items that are going to be most relevant to your practice. Since joining the firm, I have also been active with the AICPA Women’s Initiative Executive Committee and the PCPS Women’s Small Firm Networking Group. I really appreciate that even in such a large organization, PCPS recognizes the need for specialized groups and resources that focus on the needs of the members. Every time I log onto the website there is something new, from toolkits to surveys. The information available is always staying up to date while maintaining a focus on the future that is much needed as a business owner. PCPS has given our firm access to resources that parallel that of a large firm, and that’s something I never thought would be available.