McCOMB & COMPANY SUPPORTS PHOENIX INTEGRATED SECURITY’S GROWTH PLANS

with Strategic Tax Advice and Solid Financial Oversight

Bret Griffin is the CEO of Phoenix Integrated Security headquartered in Wayne, Michigan and has been a client of McComb and Company since 2022. Phoenix Integrated Security serves southeast Michigan.

Originally, Bret was looking for guidance as he started a new venture after serving as CEO at a company he had founded and now maintains a position on is board of Management. When he met with McComb and Company he found Matt McComb and his team to be a perfect fit.

“Matt has been instrumental in training and giving me advice,” said Bret. “Matt and his team meet weekly with my leadership team to mentor them and monthly with me to go over strategy and financial analysis.”

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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 SUPPORTS PHOENIX INTEGRATED SECURITY’S GROWTH PLANS

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