Client Success

Approachability & Responsiveness Key to Long Relationship 2017-01-26T10:20:12+00:00

Project Description

Pete Pearce - Tax Planning - Burlington CPA Firm
“The firm has the high service levels of a small firm, but the horsepower of a large firm. I know I have the best team working with me.”
Pete Pearce

Approachability & Responsiveness Key to Long Relationship

Pearce and Gilliam Coble & Moser go way back. In fact, Pearce was introduced to the firm almost 35 years ago, when he was just starting out in his career. At that point, he was newly employed at a packaging company, and Gilliam Coble & Moser was the company’s accounting firm.

As Pearce grew in his career, he watched Gilliam Coble & Moser grow as well. And as Pearce sold one company and then another, the Gilliam Coble & Moser team supported him as trusted advisors.

“I have always found them to be extremely approachable and responsive,” Pearce said about the Gilliam Coble & Moser team. “I can ask them small questions and big questions — all are important to us — and they make us feel like they’re important to them, too.”

Pearce also appreciates the firm’s “big picture” approach. “Gilliam Coble & Moser hires bright people who take a holistic view of their clients’ business and personal situations,” he said. “They have the high service levels of a small firm, but the horsepower of a large firm.”

Now retired, Pearce is working with Gilliam Coble & Moser on his personal tax and estate planning. “I’ve continued to enjoy my relationship with them over all these years,” Pearce said. “I know I have the best team working with me.”