S.C. Financial Firms Announce Strategic Alliance, Integration of Services
December 22, 2009
COLUMBIA, SC – December 10, 2009 – Financial planning firm Core Advisors, Ltd. and accounting stalwart Derrick Stubbs & Stith, LLP have announced a strategic alliance to provide streamlined financial services to the Southeastern business community. The relationship allows both firms to integrate the components of long-term financial planning with ongoing accounting services, tax planning and revenue management.
“2009 has been a year for re-examining even the best financial processes, and we knew we wanted to go the extra mile,” said Derrick Stubbs & Stith partner K. Todd Dailey, CPA, CVA. “Our partnership with Core Advisors is all about responding to client inquiries from both firms to create added value.”
The alliance allows both firms to efficiently assemble a team of leaders in disciplines ranging from financial planning, accounting and consulting for businesses of all sizes, according to their individual needs. Among the key services offered is a health care component designed to provide busy South Carolina physicians and dental practices with a customized, one-stop financial and practice management solution.
“We made the decision to embrace this efficient, innovative business model because our firms are very closely aligned around a core set of values,” said Certified Financial Planner™ and Core Advisors President, Thomas Gore, adding that the alliance allows for a more responsive financial team that can easily assist with tasks usually handled by multiple firms with disparate information, such as preparing quarterly revenue estimates, weighing the decision to purchase new equipment or finding a staff training solution.
The alliance differs from other financial conglomerates because both businesses will retain their individual expertise, only joining forces for efficiency. While now able to offer a seamless integrated service, both Derrick, Stubbs & Stith and Core Advisors will continue to provide a la carte services and specialized advice.
About the Firms:
Derrick, Stubbs & Stith, LLP
Founded in 1950, Derrick, Stubbs & Stith is South Carolina’s 11th largest accounting firm, according to the SCBiz Book of Lists. A full service accounting firm with services ranging from accounting and tax planning/preparation to business valuations and litigation support, the firm is a member of the national RSM McGladrey Network of CPA Firms and remains committed to its founding mandate of integrating professional advice with personal attention to clients of all sizes.
Core Advisors, Ltd.
A fee-only financial planning firm focused on building and managing wealth for busy professionals, Core Advisors was conceived to provide objective, highly targeted advice for professional industries. With comprehensive services ranging from strategic cash flow management to integrated business planning, the company is committed to bringing a long-term vision and personal touch to wealth management.
