Alberts & Heling CPA’s was founded by James Alberts and Kurt Heling in 1996 after the two men met through a mutual acquaintance in the financial services industry. Both men had been with other firms previously, but were servicing clients solo for about a year prior to meeting each other and joining their efforts.
The co-owners have found their niche in being an all-inclusive certified public accounting firm. Heling says there is not one specific type of client they focus on. As co-owners, Alberts and Heling prioritize supporting individuals as a pillar of their business.
“We deal with all sorts of individuals from all different arenas, all different walks of life, all different types of business owners,” Heling says.
“I think we want to keep it so that we don’t do so much for one customer that it over-weight us to the point where we can’t serve other ones,” Alberts says.
“We put emphasis on planning and trying to be proactive versus reactive,” Heling says.
“We understand small business because we are a small business. We see all our clients as people seeking assistance, professionals seeking advice and partnerships seeking success.
Anyone can help you with your books. We want to be part of your story.”
“It’s not just a matter of figures and numbers, but looking at the overall situation,” Heling says.
“To really care about people is the most important thing to us,” Alberts says.
“We don’t want to grow to a point where it (the business) is unmanageable and we lose customer focus and don’t know our customers or care for them as much,” Heling says.
As Alberts and Heling prepare for the effects of the new tax reform bill on individuals and businesses in the area, they remain optimistic for the future growth of their company.
In the next 10 years, Alberts and Heling plan to continue their business objective, which is focusing on the customers. “We have laid a lot of groundwork in the past 12 to 18 months for growth,” Heling says. “We have more CPAs in both offices. I think one of the biggest things that we want people to know is, it’s not just a cliché that we are big enough to serve you, but small enough to care.”
Green Bay Offices