“Like a lot of nonprofits with a small staff, we wanted to improve our Internal control structure and segregate duties to reduce risk. TDT helped us understand how to best use our available resources and implement additional mitigating controls to make up for that. By putting a new process in place, we built confidence with our donors, board members and trustees. I have a hard time imagining using anyone besides TDT for our audit; they understand how complex our organization is, and we have built a great relationship with our TDT team over the years.”

“TDT has a very personal feel. Our relationship with TDT feels like we are working with a smaller firm, but they have multiple offices with team members in different specialties, so they have a lot of resources. If there is someone we’re working with who isn’t an expert in one area, there is someone else at TDT who we can pull in to assist.”

“When I first started my business 30 years ago, I knew very little  about taxes, succession planning, insurance, or banking, so I put together a strong team of experts, including TDT, to support me in those critical areas. This team of experts was the key If I have a topic to discuss with my bank, I would go to TDT and they would work with my bank to provide their expertise from the tax perspective to help resolve the issue. When I want to make a change within my business or personal finances, my TDT team would provide me with a variety of scenarios to consider when making those decisions. Our continuing  partnership with TDT and our other experts  has been critical to our successes in this ever-changing environment.”

“As a small business that has expanded and changed quite a bit over the years, we began to need adjustments to our accounting and business practices. Frustrated because we didn’t feel like we had the depth of information we needed to make good business decisions, we connected with TDT.  They helped us put in place practices and get the level of detail we needed. I gained confidence in our systems and had a much more accurate business perspective as the net result. I was greatly encouraged having TDT there to guide us through the process. They took the time to assess where we were and gain a complete understanding of our business before they offered guidance and answers… and that was exactly what I needed.”