“Healthy growth means being able to work with clients from infancy to maturity helping to develop their business by advising on all types of tax matters and cash planning and/or being able to connect them with other professionals that will help them grow.”
MY CLIENT STRATEGY: Responding to inquiries in a timely manner and to the best of my ability. If I don’t know the answer, I’ll find it with others in our Firm or with contacts outside the Firm. The most gratifying part about working with clients is helping them identify a problem, solving it together and seeing the solution in action.
NOTABLE CLIENT SUCCESSES: We assisted in the division of a business and after the split both respective companies stayed with our Firm because they felt comfortable with us and highly valued our work. They continue to be clients today and are both prospering.
PROVEN TRACK RECORD: In addition to me being a certified public accountant since 1986, our team at AGP has great depth in what we can provide for clients. We offer the total package of audit, tax, flexible benefit plans, wealth management, business valuation and are an Independent member of the BDO Alliance USA.
OUT OF THE OFFICE: I’m often gardening, hiking in local, state and national parks and bicycling local, out of state and even out of the country. During basketball season, you’re likely to find me at a Cavs games.
ON MY BUCKET LIST: I’ve checked off a week-long cycling trip in the Tuscany countryside in Italy. Still on the list: Travel to all 50 states; and see a Cleveland Browns team, a Cleveland Cavaliers team or a Cleveland Indians team win their respective championship.
What are some areas that are often overlooked by your clients? Looking at tax issues from all angles, and doing the research to see what else might be involved, and the long-term ramifications of making a business decision.
What are the pressing issues facing your clients today? Succession planning and moving their business into the next generation, and doing it in a tax efficient way.
MORE ABOUT ANN MILLER
Dependable + Caring + Team Player + Listener + Problem Solver
- Bachelor of Science in Accounting – Dyke College
- Ohio Society of Certified Public Accountants
- American Institute of Certified Public Accountants
- Medina Bike Club
- Past Youth Advisor at Church