What Is It Like To Work With HoganTaylor?

When considering a new financial services partner, the question invariably comes up - what will the client experience actually be like? Below, we give you an inside look at partnering with HoganTaylor. From integrated teams to tailored solutions, dedicated support to niche expertise, we aim to become indispensable contributors to our clients’ success across industries like construction, healthcare, retail, energy, nonprofit, and professional services.

First and foremost, partnering with HoganTaylor means you get personal attention from engaged professionals who take the time to understand your organization, challenges, and aspirations on a profound level. With national-level capabilities but a boutique level of care, we mold ourselves around each client for an exceptional advisory experience.

Becoming An Extension Of Your Team

At HoganTaylor, we embed ourselves into your executive team as integrated contributors rather than external vendors. This means truly understanding the intricacies of your operations, culture, and objectives at a granular level in order to shape highly customized solutions that align with your workflows and stakeholder needs.

Our advisors will immerse themselves in your business by attending key meetings, visiting locations, interviewing staff, and reviewing operational data. We maintain an open dialogue to capture challenges in real time and collaborate on solving pressing issues. It’s a highly collaborative partnership underscored by transparency and commitment from both sides.

Whether addressing immediate-term consolidation challenges or long-range strategic visions, HoganTaylor can align a tailored mix of capabilities to have the right expertise permeating your business:

• Strategic business planning guidance
• Financial analysis and modeling
• Process optimization
• Short-term interim leadership
• Project management augmentation

“The thing that impressed me the most about [HoganTaylor] is that they’re good listeners. There are enough things to worry about in the event management world, that you don’t want to worry about how you’re taking care of the assets and resources you’re responsible for. And I have that comfort with HoganTaylor that I don’t worry about those things.”

—Timothy O’Toole, President and CEO, Oklahoma State Fair, Inc.

Perspective Beyond The Numbers

While possessing foundational expertise in complex accounting matters and regulatory compliance, HoganTaylor goes beyond by providing high-impact strategic guidance to propel organizations beyond basic adherence. We complement technical comprehension from years of diverse experience with a multidimensional perspective - one that illuminates forward-looking paths aligned to overarching client priorities and ambitions.

By considering the full contextual backdrop surrounding a company rather than hyper-focusing on tactical figures, our teams can see big-picture opportunities and chart trajectories that keep clients on course toward realizing formative goals. We guide organizations to do more than check compliance boxes, instead advocating for holistic growth and sustainable success. Our wider lens sharpens the vision around what's truly attainable long-term.

Expertise To Tackle Complex Situations

HoganTaylor offers several specialty services that augment our core capabilities when the situation calls for extra dimensions of support. These include:

• Forensic Accounting Services: When allegations or suspicions of financial misconduct emerge, our forensic accounting team can discreetly conduct in-depth investigations to uncover the facts. Highly skilled in data analytics, reconstructing missing information, and interview interrogation, we assemble a comprehensive perspective regarding misdeeds.
• Valuation Services: Ensuring companies, assets, and IP are properly valued is crucial for maximizing returns in transactions, supporting litigation efforts, and auditing performances. Our experienced analysts combine financial modeling, comparative research, proprietary databases and other methods to deliver reliable estimates upholding regulatory scrutiny.
• Technology Consulting: From planning systems enhancements to crafting cybersecurity policies to overseeing custom platform implementations, our technologists collaborate closely with clients to optimize infrastructure, data usage, and critical software tools specific to finance and accounting activities.
• Merger & Acquisition Support: For companies looking to expand via acquisition or seeking an exit for founders/investors, our deal advisory pros offer end-to-end guidance — from target screening and due diligence to negotiation and post-merger integration. Deep experience structuring deals across sectors backs every engagement.
• State & Local Tax Navigation: Complexities and inconsistencies across state and city tax codes demand specialized attention to minimize liability while leveraging credits/incentives. Our dedicated tax team helps enterprises streamline compliance, reduce obligations, and capitalize on area-specific programs as part of an integrated tax strategy spanning federal, state, and local levels.
• Wealth Management Guidance: For executives and entrepreneurs seeking to grow and preserve personal wealth, our advisors provide tailored guidance aligned to corporate tax and exit planning strategies. We help implement customized solutions around estate optimization, charitable giving, retirement income projections, and family legacy objectives.

Leveraging a team of more than 350 credentialed professionals, securing the perfect team of niche subject-matter authorities to help address the diverse challenges presented by our clients becomes a smoother process.

White-Glove Client Service Mindset

While some firms spread thinly to serve as many customers as possible, HoganTaylor prefers to nurture fewer deeper client relationships sustained over the long term. This enables greater investment into each organization for maximized impact over seasonal engagements. With partners actively overseeing delivery rather than offloading to junior staff, clients benefit from senior-level strategic guidance directly from subject authorities.

Ongoing access to lead advisors also ensures inquiries get addressed rapidly by those most familiar with an organization’s needs. 

HoganTaylor – An Exceptional Advising Experience

For businesses seeking more than basic accounting, HoganTaylor delivers an exceptionally integrated, strategic, and dedicated advisory experience spanning advisory, tax, audit, and niche disciplines. Partners become ingrained within client organizations to shape financial programs attuned to situational complexities, growth goals, and operational rhythms. Continual investments in specialist teams, technologies, and client service protocols reinforce our mission to transform businesses through partnership.

If exploring how a more deeply collaborative advisory relationship could empower your expanding organization, please reach out. Our first meeting focuses entirely on learning your landscape before envisioning possibilities. We look forward to starting the conversation.

INFORMATIONAL PURPOSE ONLY. This content is for informational purposes only. This content does not constitute professional advice and should not be relied upon by you or any third party, including to operate or promote your business, secure financing or capital in any form, obtain any regulatory or governmental approvals, or otherwise be used in connection with procuring services or other benefits from any entity. Before making any decision or taking any action, you should consult with professional advisors.