Dr. Tom Kennedy - I was somewhat skeptical at first, but my questions have been answered. One of the takeaways from the annual meeting we had with the staff is that the future is a lot clearer this time than last year. We looked at a lot of strategies, but I wasn’t really clear on how it would all end up; how it would go. Now that we’re a year out, I see how the strategy makes sense, and how things are going to proceed.
Tamma Kennedy - We feel so much more secure now than we did a year ago.
To follow that up, what has been the biggest value Four Quadrants has brought to you in the last year? Maybe something you didn’t expect to learn?
Dr. Tom Kennedy - I think just the direction that they’ve given us. I’m willing to make changes; I just need to know which direction I need to go and then run with it. I feel like we are heading in the right direction. If you tell me to run this way, okay fine, I can run, I just need someone who’s been there before to point in our direction.
That’s what I was seeking, and that’s what I found with Four Quadrants.
Tamma Kennedy - And for us, when you think about your practice, our emotions are involved with it. But Four Quadrants has an outside perspective that is knowledgeable but not emotionally attached as we are. So they can more easily see what we need to do and tell us.
What is something you achieved this past year that you would not have been able to without us?
Tamma Kennedy - Four Quadrants has really helped on our taxes. The tax savings has been tremendous.
Dr. Tom Kennedy - I’d agree, taxes have always been a challenge. Each year we wonder what kind of hit we’re going to take. Are we going to have to take out a loan? There’s so much uncertainty. Now that is pretty much under control; we don’t really fear any surprises with taxes anymore.
I know they’re going to take a little bit away from here and put towards there and it’ll be nice and smooth. As far as a peace of mind and stress reducer, having certainty with our taxes has been really important. It was a nice surprise not having a surprise.
Honestly, one of my anxieties was that Four Quadrants was going to change all of these things and I worried that all those changes would add to my stress level too. But it’s gone the opposite direction; all these changes have reduced my stress and anxiety a lot.
Before I didn’t know what the tax bill was going to be; you could try to guess. I could go on my computer and try to see if I was going to owe more or less, but I was always wrong (laughs). It’s so nice to have that predictability with taxes now because I really tried my best to predict what would happen and just couldn’t do it.
Tamma Kennedy - Four Quadrants has cut overhead too.
Dr. Tom Kennedy - Yes. When (Four Quadrants staff) told me what my overhead was and what we got it down to, it was a lot higher than I thought it was when I started working with them. Four Quadrants wanted to get me down to certain level and I said “right.” I wasn’t sure I believed them.
But sure enough we did drop it dramatically, and that was a nice surprise.
Almost every business owner thinks overhead is a necessary evil but it doesn’t have to be that. I know you guys are heading out, is or anything else you’d like to add in general? Maybe a general review of your first year with us?
Dr. Tom Kennedy - Our first year has been positive. I’ve been feeling more motivated now after I’ve seen what’s happened in the first year.