business.CONTACT US TO LEARN MORE ABOUT
HOW YOU CAN BENEFIT FROM
OUR BUSINESS EXPERTISE.
Dean Willingham Christina Roderick 505.998.3218 602.730.3607 [email protected] [email protected]
Whether you run a start-up, an acquisition
or a family business, the pressures of heading
a privately held or middle-market company
are greater than ever. That’s why more owners
and C-level executives in the southwestern
United States are turning to REDW for the
expert accounting and business advisory
services they need.
Business Services
Since our firm’s inception in 1953, we’ve been helping business owners like you. We respect
the hard work that got you where you are today – and we have the insight, experience and ideas
to get you where you want to be tomorrow. As your trusted business partners, we can help you
get control of your finances, improve efficiencies and make your business more profitable.
Rely on us to provide accurate accounting and detailed financial information that helps you
make better decisions ... improved compliance and planning that can help to reduce taxes ...
and forensic accounting services that protect you from fraud.
Whether you want to expand, steer a steady course, or plan succession strategies, our experienced
professionals can help you reach your goal.
MUCH MORE THAN COMPLIANCEFrom our decades of experience serving privately held and middle-market businesses, we
understand what it takes to help you reach your goals. Our services to help you achieve
them include:
Audit and Consulting – We partner with you to connect audit results back to your business,
helping you to identify revenue opportunities and cost-saving strategies. REDW’s systematic,
disciplined approach examines your processes, controls and areas that carry the highest risk of
fraud or error. Our skilled audit specialists remove the anxiety from the process – with minimal
disruption to your accounting staff. Experienced REDW professionals can also assist with
projections and forecasting, due diligence, budgeting, loan packaging and much more.
No matter what level of assurance services we provide for a client (audit, review, compilation),
our approach is more than a routine check of compliance activity. Our professionals understand
the industries we serve, and the challenges and evolving business risks our clients face. Because
we know every organization is different, we take time to listen to your specific concerns and to
maintain open, ongoing communications during every engagement.
Tax and Consulting – We can help you manage both your business and your personal tax
responsibilities. Our long experience enables us to quickly learn your needs and develop a
forward-looking plan tailored to your circumstances. Our priorities are to ensure optimal
results for you while complying with all regulatory requirements. The REDW Tax team also
provides many specialized services – from bookkeeping and accounting assistance to business
formation/entity selection, buy vs. lease decisions, cost segregation studies, and state and
local taxes/tax credits.
Compensation and Benefits Consulting – Our experience and technical expertise in both
compensation and benefits administration planning make us a powerful partner in managing
this critical part of your business. REDW specialists help you analyze your current practices and
develop a more effective compensation, benefits and retirement package to help achieve optimal
business results. Our human resources and employee benefits professionals have years of
experience serving clients with customized services that meet your needs.
Business Software Solutions – REDW can provide the right software to manage your financial
and other business information – plus maintain your systems and train your staff to use them
effectively. Starting with the initial consultation, we focus on your needs, including minimizing the
impact of implementing new technology within your company. We offer a full range of solutions
from Abila (formerly Sage) Software, and our software specialists will help you determine what
will work best for your business. Our dedicated team also includes business consultants and
CPAs for an exceptional blend of broad, dependable industry knowledge and expertise.
Business Valuation – We understand an accurate, honest assessment of value is critical when in
litigation, buying or selling a business, or doing succession or estate planning. REDW valuation
specialists have deep experience performing valuations – from solo-owned/operated businesses
to companies with annual revenues exceeding $500 million. We work closely with you and in
partnership with your legal counsel to gain a thorough understanding of your business and
industry. This helps to ensure our valuation is correct and can withstand scrutiny from courts,
arbitrators, trustees, the Internal Revenue Service and other regulatory bodies.
Forensic Accounting & Litigation Services – Our financial and valuation experts often play
a multifaceted role in providing litigation support, including examining accounting documents,
preparing expert witness reports, and providing expert witness testimony at deposition and trial.
We also can help in mediation, arbitration and negotiation settings.
Wealth Management – REDW Stanley professionals can assist you whether you want help
protecting and growing the assets you’ve built, you’re making big changes, or you simply need
to get your personal finances in order. For years, our team of expert CPAs, Personal Financial
Specialists, Certified Financial Planners™ and Chartered Financial Analyst® charterholders has
been helping some of the wealthiest families in the Southwest to build, enjoy and preserve their
assets. REDW Stanley advisors are skilled at turning complex situations into solid financial plans.
We do not sell you anything, nor do we receive commissions. As fee-only advisors, our success
depends on your success.
REDW is a member of the BDO Seidman Alliance, a nationwide network of independently owned account-
ing and consulting firms. Through the Alliance, REDW broadens its geographic reach and services to clients
by drawing on the resources of hundreds of Alliance offices located nationwide.
CONTACT US TO LEARN MORE ABOUT
HOW YOU CAN BENEFIT FROM
OUR BUSINESS EXPERTISE.
Dean Willingham Christina Roderick 505.998.3218 602.730.3607 [email protected] [email protected]
redw.com
Al b u qu e r qu e
7425 Jefferson St NEAlbuquerque, NM 87109
P 505.998.3200
F 505.998.3333
Phoen i x
5353 N 16th St, Suite 200
Phoenix, AZ 85016
P 602.730.3600
F 602.730.3699
All mentions of REDW Stanley refer interchangeably to REDW Stanley offices in Arizona and in New Mexico. In Arizona,
REDW Stanley operates as REDW Stanley Wealth Advisors, LLC, an SEC-registered affiliate of REDWLLC. In New Mexico,
REDW Stanley operates as REDW Stanley Financial Advisors LLC, an SEC-registered firm subsidiary of REDWLLC.