As a team member at Potter & Company, you will work on a variety of client projects from Day One!

Continuing education and training is also a part of every team member's annual responsibilities.  We never stop professional learning or growing.  If we can develop stronger ways to serve and help our clients, we embrace it and share the new skills with all team members.

Types of client assignments may include:

• Financial planning and strategies
• Tax research and analysis
• Wealth and estate planning
• Auditing
• Business plan development and consultation
• Setting up new books for a new business
• Budget analysis
• Payroll and taxes
• Client presentations and on-site visits
• Working on a client project with team members
• Advising clients on financial impacts of their decisions
• Many other assignments as the clients need