Hello, and welcome. My name is Sean McFerson, and I’m excited to connect with you about the future of Windes, our journey, and how we’re achieving success together.
First, for those who don’t know me, I’m the eighth managing partner at Windes with twelve years at the firm and over 28 years of combined industry experience. My background is in tax with a focus on international clients.
I come from PwC and now serve on the global board for Allinial Global, our worldwide association of accounting and advisory firms. Building strong, meaningful relationships is my passion, whether with clients, within our firm, or in the community.
Why is Windes a standout in our industry? We have built a rock-solid foundation with a culture that fosters client success. We’ve been around for 98 years and counting, and we’re deeply rooted in the communities we serve. We invest in our people, ensuring they have the technical skills to meet our clients’ evolving needs. Our partners are hands-on and actively involved in all engagements. We take pride in working closely with business owners, entrepreneurs, nonprofits, individuals, and their families, providing nimble, efficient, and high-value services. Decisions are made locally, free from the constraints of bureaucracy, which allows us to be responsive and adaptable.
Now, let’s talk about the state of the firm and where we’re headed. Our core business offerings in advisory, tax, and audit and assurance are thriving, and we are accelerating opportunities to assist our clients at every level. As you may know, we recently launched our wealth management services.
This growing segment is part of our strategy to expand our comprehensive advisory services, providing you with a more holistic, meaningful offering. And remember, Windes is not just your accounting firm. We’re your dedicated partners, your trusted advisors, and your strategic ally.
Thank you for your trust and support. Let’s continue to grow and thrive together.
