McCOMB & COMPANY PROVIDES PEACE OF MIND AND STRATEGIC FINANCIAL INSIGHTS

to Comfort Keepers Ann Arbor, Michigan Franchisees

Kate Tselios and Jordan Kloss are co-owners of the Ann Arbor franchise of home care service, Comfort Keepers have been a client of McComb & Co. for seven months. Kate, Jordan and their 90 staff members offer personalized and compassionate in-home care to seniors. Comfort Keepers serves over 60 seniors and focuses on the importance of preserving their client’s independence while providing the assistance they require.

As new business owners, Kate and Jordan were looking to make smarter business decisions to drive their business in the right direction. They realized they didn’t have the bandwidth to focus on their business and give their accounting and bookkeeping the attention it required while providing the service level they wanted for their team and clients.

“We are dreamers and big picture people. We want to focus on our services we offer and working with McComb and Company has allowed us to save time…..

“We are dreamers and big picture people. We want to focus on our services we oﬀer and working with McComb and Company has allowed us to save time. They have saved us literally hundreds of hours to date when you consider reconciling our ﬁnancials, doing our taxes, payroll and quarterly reports,” said Kate. “They are also able to advise us on big picture goals and strategic planning so we have the conﬁdence to move ahead with our desired initiatives.”

Working with McComb and Company, Kate and Jordan have been able to beneﬁt from advisory services to understand more about their business niche. With McComb and Company’s experience working with several other home care businesses, Kate and Jordan have the beneﬁt of receiving accurate and timely industry insights and speciﬁc business benchmarks.

“We meet with Bryan Dunn and Chris Haines at our quarterly check ins where we set goals and get so much more than just standard reports. They even input the numbers required for ﬁnancial reporting to our franchise headquarters. We can also run ideas by them at any time by phone, email, or text,” said Jordan.

McComb & Company has given Kate and Jordan the opportunity to own their businesses even when they didn’t have the level of accounting or bookkeeping skills required to be conﬁdent.

“McComb and Company is our source of truth and it is such a relief to know that our ﬁnancial information is being handled by a team that really does have our best interests at heart,” said Kate.

“The relationship is invaluable to us as ﬁrst-time small business owners and we know that we can grow with them in the years to come.”

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Basic information

Company name – Comfort Keepers
Industry – Private Duty Homecare
Contact person’s name and position – Kate Tselios & Jordan Kloss (Co-Owners)
How long have you been a client? 7 months
Company size – 2 locations, 90 staff members, 60 or 70 clients
Company location – Dexter, Trenton Michigan

See info below in notes:

How did you learn about our firm?
What problem were you hoping to solve, or what results were you trying to achieve by working with us? New business navigation, smart business decisions, is everything in order, relationship building is very important, don’t have the bandwidth to do accounting, having space and time to focus, any questions are answered,
Dreamers and big picture people, these are our goals and this is the dream we have, push this out a little bit, number goes along with change.

Experience questions

These questions help to show your customers’ experience working with you, results that they saw, or benefits that they obtained.

What is your favorite part about working with us? Transparency and genuine professionalism.
Have we saved you time, money, or improved your life (quantifiable answers are much appreciated!): Saved time, lots of hours a week, reconciling, tax works, quarterly reports, etc.
How was your onboarding experience? Met with Bruan and Chris, quarterly check in what they can advise on and not. What they can advise on, Not just doing the reports and numbers, run an idea, big picture goals, strategic planning
- Work with other home care businesses so they can advise on industry and businesses similar to their, understand the cyclical nature of the business. When can we be creative and stretch our budget Q2 and Q4 – visiting family, business on holiday.
What challenges have we helped you to alleviate?
- Kate – PMG performance management group – enter data into platform/number crunching/Chris enters the PMGdata created spreadsheet so they don’t

Conclusion Questions

Is there anything else you want to share about working with our team?
What would you say to another business owner considering working with us?

Good at what they do, genuine kind people, they want the best for your business, caring and compassionate people…give Kate and Jordan the opportunity to own the business even if we don’t have

They all have our best business interests, definitely trust fully even if we don’t have all of the background.

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McCOMB & COMPANY PROVIDES PEACE OF MIND AND STRATEGIC FINANCIAL INSIGHTS

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