VOL. 7 | NO. 20 | Saturday, May 10, 2014
Securities & Investments
Bosse’s Commitment, Expertise Aid CPA Firm
By Andy Meek
Helping individuals and businesses manage and keep track of assets and investments is an important task for a CPA firm like Cannon Wright Blount, a Memphis-based company that’s always looking to break away from the pack and distinguish itself in terms of products and service offerings.
The year 2000 was one such time in which the firm did that, by, in the words of chief financial officer Doug Wright, “stepping out on a limb” and offering services to clients that were “unprecedented” at the time in the Memphis area.
The firm at that time brought on Debbie Bosse, who’s now senior director of software solutions, and she helped to bridge the gap between Cannon Wright Blount’s clients and the firm by initially offering QuickBooks services.
Eventually, Bosse would lead software services for the entire firm.
“It’s changed the way clients view our firm and the services we provide,” Wright said of Bosse. “Her leadership in this service line of our firm has created a ‘client first’ philosophy that has permeated the firm. We use Debbie as an example of ‘what to do’ routinely.”
The services she and her team provide, which represent an effort to go above and beyond for Cannon Wright Blount clients, include working with business owners and sole proprietors, individuals who need help with understanding their accounting software and understanding how to use it correctly. Bosse oversees several client-facing training options like the regular QuickBooks classes the firm offers, Sage accounting software and many others.
Her work also tends to be especially beneficial to small businesses in the area because many might find accounting and bookkeeping a daunting task.
“We do business consulting as well,” said Bosse, whose team added a new employee this year to bring the total to four.
Bosse has been with the firm for 15 years. Cannon Wright Blount was founded in 1994 and is a Memphis CPA firm that bills itself as a “partner” for clients by offering a range of tax and audit consulting expertise.
The firm also boasts a team of CPAs and sophisticated financial strategies and integrated accounting software implementation.
“The work includes things like trend analysis – how are you handling your market, and how are you doing in general,” she said. “Not just in your accounting but in growing your business. In some cases, we have clients interested in downsizing their business or selling their business. So, we do all kinds of consultative services primarily around the accounting service.
“What brought me to Cannon Wright Blount is I was doing consulting for a smaller company, and they acquired that company. So, I came because of that, but I stayed because I like working with the clients, and the firm offered that position. Not all CPA firms offer software consulting and training-type offerings, and this one does.”
In describing more of her unit’s work, she said the relationships with clients tend to be ongoing. The firm focuses considerable attention on teaching and training the clients to handle some things themselves.
“After 90 days or so, we might wean them off and maybe gradually meet with them once a quarter,” Bosse said. “Some, we’ll stay on with them monthly. But it depends on what they want.”
The firm also doesn’t focus on a particular demographic for its clients. It works with some companies that have 50 to 100 employees, and others have as many as 500.
The focus is on what Cannon Wright Blount can do for those clients. And with that in mind, Wright said of Bosse, “Debbie’s solid commitment to our clients, her renowned expertise in her field of QuickBooks consulting as well as her extensive experience in industry outside of public accounting created a winning combination for the firm.”