Our practice is truly special. We wake up each day feeling fortunate
to work for the wonderful people we are privileged to serve.
We asked a few of our clients what they would want others to
know about their experiences with Phillips Harvey Group. Here is what they had to say:
David Diamond, Founder
Diamond Construction, Inc.
David Diamond and his partner John DeAngelis
founded their business in 1996 with a bold vision for their new construction company.
They did not see, standing in their way, what are typically barriers to growth
within their industry. Things like limits to the amount of bonding for projects
were obstacles they fully intended to overcome and so, when they started their
business, they surrounded themselves with advisors who could see beyond the obstacles
just as they did.
"We've worked with Phillips Harvey Group since we opened our doors. We knew of Nathan Phillips' reputation through
church members and we were impressed with his level of involvement in the church's
finances. Even so, we interviewed him because it was important to us that our
accountant had a background in our industry. Nathan's construction experience
went back to his days with a Big 4 accounting firm. We were definitely impressed
with his understanding of not only construction but related businesses as well.
they helped us structure our business entity and accounting systems and methods.
And as we grew, they recommended changing our entity type and accounting method
when it was most beneficial to our business and personal situations. It was helpful
when their staff came in to assist us with those transitions.
appreciate that they're proactive in planning our personal and business financial
positions long before year-end. Every September or October, they contact us to
review everything, discuss options, and make the best decisions before it is too
late. And Phillips Harvey Group's people come out throughout the year, asking and answering questions
and they help us keep our books organized so our audit process goes smoothly.
"In our company, my focus is mostly on operations and John's
is on marketing and sales. A lot of our projects are large, commercial properties
like schools, churches, colleges, and medical buildings, so they require significant
bonding. To be able to compete for and accomplish these projects, we need extremely
solid financial reports so there is tremendous value in what Phillips Harvey Group does for us.
have two major reporting requirements: our annual financial statement audit and
special reporting for our bonding company. Without the bonding company's approval,
we wouldn't have been able to do some of the larger projects that have boosted
our growth. Basically, a construction company like ours can only grow as fast
as the bonding company will let us. They base their approval on the financial
statements and Phillips Harvey Group takes great care to present us in the best possible way.
bonding company actually tells us, year after year, that they are impressed with
our financial statements and that they see us as considerably lower risk than
other companies because we are able to substantiate our soundness and successfully
forecast future financial reports, then we exceed those expectations.
and our attorney work well together, and as part of our overall team. We've always
been impressed with Phillips Harvey Group. They are on time with
our audits and tax returnswe don't like to file extensionsand we feel
like they make us a priority. We truly cannot say enough. They are great to work
with and we are positive that part of our success is due to them."
Vin DePasquale, Owner
Dock at Crayton Cove
Riverwalk at Tin City
Mr. DePasquale, a long-time resident of Southwest
Florida, is an entrepreneur and owner-operator of two of the area's popular waterfront
"We have been working with Phillips Harvey Group for about 25 years,
starting when Don Berry introduced us to a profit sharing plan that achieved our
financial goals and was key in our ability to provide competitive benefits. Providing
these benefits enabled us to attract the quality employees so necessary to the
success of our restaurant.
"Our single-restaurant operation has since
grown into multiple restaurants, as well as other business ventures inside and
outside of Florida. Phillips Harvey Group has been instrumental in helping us with all of these
business entitiesthey work closely with us to manage our compliance and
advise us about our corporate structures and procedures. Through the years, our
accountants have teamed well with our lawyers to co-advise us.
the end, Phillips Harvey Group simply makes our jobs easier. They give us peace of mind allowing
us to focus the majority of our time operating our businesses, knowing that they'll
make sure we are doing things the right way. Our confidence in Phillips Harvey Group has resulted
in an ever-greater, long term relationship."
Valvo Collins, Entrepreneur
Suncoast Rehabilitation and Aquatics
"Phillips Harvey Group has been a life-saver for us. We were referred to
the firm by a business mentor when we faced a difficult situation in our business.
They helped us resolve our issue and many other things since.
firm became our outsourced accounting department which we found was much more
cost-efficient than an internal one. Plus, having them doing our books provided
a nice sense of security regarding 'checks and balances.' We knew it was getting
done right and that was very important to us.
sold that business to a public company but we still rely on Phillips Harvey Group regarding our
other business holdings and our personal accounting, as well. They provided really
good suggestions for tax planning around the sale of our business and worked closely
with our attorney to evaluate all the tax implications and repercussions of several
possible types of sales.
"Debbie and her team are just great. What we like about them as
professionals is that they are very proactive, timely, and conservativethey
go by the bookwe realize that might not be important to everybody, but it
is to us. We sleep better because of it.
"They've also demonstrated
that they stay well-informed of new requirements. We feel comfortable that their
advice is within every regulatory requirementnot in the grey-area."
Azami, Treasurer and VP of Finance and Administration
Beach Hotel & Club
The Naples Beach Hotel & Club is a third
generation business founded in 1946 by the grandfather of Michael Watkins and
Henry B. Watkins, III, currently President and Executive Vice President. As the
organization's mission, the Watkins carry on their grandfather's family tradition
of hospitality as a priority. The resortone of very few in Florida that
can lay claim to having a championship golf course and beach on the same siteis
located close to historic and picturesque downtown Naples.
Mr. Azami has
been with the resort for over seventeen years.
"Loyalty is key
to us in all respects. We'd like all Naples residents to consider us their club-to
have pride in this club, a sense of ownership, affinity. We also have a lot of
loyalty among our employees. We are very appreciative of the people who visit
us, and who work with us. Each year, we celebrate our patrons and employees with
"I bring this up because loyalty is important to
us in both directionsthose who choose to be involved with us and those we
choose to be involved withinternally and externally. If a service provider
treats us right and continues to exhibit high standards, we will likewise remain
loyal to them.
"Phillips Harvey Group is this
way for us. Our problems are their problems. They are prompt and courteous about
solutions. And they understand that our priority is hospitality. Also they are
very active in the community, as are we, and we feel this is very important.
firms have approached useven big national firmsbut we didn't entertain
changing because we don't believe we could get the same personal service from
them that we get from Nathan and his firm. Whenever we need counsel and input,
Nathan comes through for us.
"They help us with audit, tax,
401(k) audit and other issues as they arise. They adjust their schedule for us
and are very flexible. It is wonderful to know they are so willing to work with
us to meet our needs so well."
Lou Hoegsted, Comptroller
"Our organization has been working with Phillips Harvey Group since long before I joined the finance
department in 1998. I tend to work mostly with our in-charge
auditor and Nathan Phillips, our audit partner.
a former auditor myself I probably look at accounting firms'
service more critically. I've been especially pleased with the
consistency of our audit personnel. For instance, our in-charge
was on the audit for over three years and I appreciate not having
to reeducate. He is like one of us, friendly and not intimidating.
The individuals at Phillips Harvey Group all make us at ease.
bring an interesting perspective and offer suggestions to make
things easier. They helped a lot with an expansion and relocation
we had a few years ago. Occasionally, we have ministerial tax
situations and Nathan provides consultation directly with our
ministers. They help us with our day-to-day accounting and sometimes
they recommend that we try doing things different ways.
thing they recommendedand I was admittedly reluctant to
dowas to let them come in quarterly during the year to
review our books. I thought it would be 'just another thing'
that would take extra time I didn't have. But now I see that
this is a much easier approach.
"By virtue of these
quarterly checks, preparing for our audit is much easier this
year and I'm spending less time on it. Since we were ready much
sooner, we will start our audit earlier, and our cost will probably
be less, too. Our finance committee will be very happy to have
their information earlier as a result.
make my job easier. I call the firm whenever I have questions
about how to handle transactions or just when I need a sounding
board. They are very responsive and get back to me quickly,
often within the hour!
"Having an annual audit isn't
required, but it really benefits our organization because it
underscores to our members that we are managing responsibly.
I encourage every church to conduct an audit because being accountable
to members is so important.
call out of the blue to ask who they should use, I never hesitate
to recommend Phillips Harvey Group."