Stephan P. McMahon & Companyis a progressive and innovative firm committed to strategic knowledge development and its transfer to our clients to foster and optimize their success. What does success mean to you?

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  • It has been wonderful to develop a real business partnership between our two companies. I truly appreciated everything your firm has done for my business, and I will and have wholeheartedly recommend anyone who asks me to SPM&CO.

    Gail O’Rourke, President – White Wood Kitchens

  • Thank you for your great support! We appreciate your special attention to our “urgent” needs prior to and after leaving for Sierra Leone.

    Allen Morell – New Covenant Foundation, Inc.

  • It is great to know that we can reach out to you when needed. Thank you! We so appreciated how quickly you respond to help us and how committed you always seem to our family.

    John & Pam Domos – Domos Carpentry

  • Thank you for your support! Your donation helped make our event a huge success!

    Kelvin & Amy Ing – Cape Cod Challenger Club

  • Thank you so much for taking the time to meet with us yesterday. Figuring out our withholdings together was very reassuring. Paul and I are so happy you are our accountant. You are very smart, capable, and personable too! We are in good hands!

    Leslie Chizek

  • You were so patient and kind to me yesterday that I wanted to say thank you again. I just wanted to let you know how pleased and relieved I was after our meeting!

    Nancy Cutting Coveney

  • Amazing accountant! Extremely knowledgeable and professional. I recommend Stephan to anyone looking for a great accountant.

    Natalia Wiener – Old Cape Sotheby’s International Realty

  • Thank you for your support of Nauset Disposal’s 2017 Trash Bash. On behalf of our staff, volunteers, and beneficiaries, we wanted to extend a heartfelt thank you for your commitment to making this event so successful. Your partnership is important to us; thank you again for your continued involvement and support of Trash Bash.

    Shawn Delude & Kara Boule – Nauset Disposal

  • I admire your growth, stability and excellent reputation on the Cape. I'm very excited to be part of your team.

    Michael D. Pierce, Esq.

  • I am beyond impressed with the work done by Chris. He is an excellent communicator. I can tell SPM&Co is serious about helping their clients.Even though I may be a small client at this point you all treat me as if I am just as important as a large client.  You're true professionals and have taken a lot of stress off me by working so quickly and making sure everything is perfect. I am confident SPM&Co can handle anything that comes my way!

    Zachary Conley – HODL Inc.

Our forward focused Process
is our proven way in which we accomplish great results with our clients

We get that it can be “lonely at the top” but when partnering with SPM&Co, we ensure that you will never feel alone on your entrepreneurial journey. We will work closely with you to help you discover your goals, needs & opportunities for your business. Once we set the course of action, we will align our energies into a particular program that will guarantee a winning experience.

Discovery

: 75 mins

In-Person/Video Session

  • About us / About you
  • Business information gathering
  • Exploration of goals & needs
  • Introduce programs & processes

Schedule Alignment
Session

Gears

SPM&Co Team starts ideation of the plan:

  • Discovery meeting review
  • Review of client provided books/records
  • Opportunities, needs & goals assessment
  • Tailored Program services recommendation
Alignment

: 45 mins

In-Person/Video Session

  • Client meets their SPM&Co Team
  • Review proposed plan
  • Set the projections & course of action
  • Partnership & expectation alignment

Affirm Program
Placement

Gears

SPM&Co Team begins onboarding process:

  • Welcoming & Administrative tasks completed
  • Kicks off the program & starts execution of the plan

Client Experience

Our commitment to our team and clients is “The Experience is the #1 Thing”. We ensure this outcome through consistent and continuous client engagement with ongoing follow-up during and after service delivery.

Going beyond the numbers.

Through 1 on 1 workshops, sophisticated analysis, and effective forecasting and reporting, we work to help give you more. More planning, more pro-action, more help with implementation of decisions, more guidance on what drives cashflow and more opportunity to solve real business problems and produce positive results.

Going beyond the numbers.

ACADEMY

Benchmarking to build greater success

ASCENSION

Benchmarking to build greater success

By analyzing the market and garnering competitive research, we will take clients above planning and compliance and ascend them next level by identifying and applying the notable best practices to their business and tax strategies, not by imitating but by innovating! Ultimately, business owners’ will be equipped with KPIs and management scorecards which will enable and lead to continued and growing success.

Contemporary compliance

We go beyond the basic tax planning and preparation for tax returns to help our clients put strategies into play that extract the most value for their business and support the growth and preservation of their overall opportunities and personal wealth.

Contemporary compliance

ADVANTAGE

Success in the approach

BUSINESS FORMATION

Success in the approach

We help give aspiring business owners the confidence they need when starting a business venture. We aid in defining and refining your plan, determining capital needs, reviewing entity selection and business structure, preparing budgets, and navigating you through all the important aspects of starting and then growing your business.

Defining business worth

With help our clients answer questions involving compliance, litigation, and transaction consulting so they can have a clear picture of what their business and business assets are worth – giving them peace of mind as their business evolves or ascends to the next chapter.

Defining business worth

Business Valuation

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