My Growth at Smith Marion

Hello, I’m Hannah Baldwin, and I’ve proudly been with Smith Marion since 2013. I am the Director of Client Advisory Services (CAS) (CAS Article Link https://smcocpa.com/client-advisory-services-at-smith-marion-a- new-era-of-financial-partnership/). My journey here has been inspiring and fulfilling, allowing me to witness firsthand the transformative power of our unique approach to client service, a power that I’m eager to share with you.

Before joining Smith Marion, I worked as a nanny. My initial role at Smith Marion was as a receptionist in our Lake Arrowhead office, a position I took simply because I needed a job. Little did I know this would be the beginning of an incredible journey. From day one, I was drawn to the people and clients we serve. The growth opportunities were abundant, and I seized them. Eventually, I moved to our Redlands office and expanded my role to include HR and strategic planning.

Integrating Expertise: A Defining Moment

A defining moment in my career came a few years ago when I worked on a project for a client facing a complex financial question. I sought help from Carlos, who immediately paused his work to assist. We set up a call with the client to address their issue thoroughly. The client was delighted. This experience reinforced the importance of integrating our HR and strategic consulting services with our financial expertise. At Smith Marion, we leverage the synergy between these areas to provide unparalleled value to our clients.

The Comprehensive Team Approach of CAS

In our CAS link contracts, clients benefit from a comprehensive team, not just a single team member. This team works collaboratively throughout the year, ensuring accurate tax returns are met, meticulous bookkeeping, and a seamless operation of every business aspect. We focus on long-term planning, considering three-year and ten-year horizons, to help clients achieve their goals. Our clients have access to a diverse range of experts, including CPAs and Lean Six Sigma Green Belts, who specialize in process improvement. This holistic approach ensures we understand our clients’ businesses thoroughly and help them excel.

What sets Smith Marion apart is our dedication to placing people in roles that align with their unique abilities. This strategic placement enables us to deliver exceptional services tailored to each client’s needs and makes our team members feel valued and integral to our client’s success stories.

A Commitment to Excellence and Client-Centric Approach

I am passionate about the work we do at Smith Marion. Our unwavering commitment to excellence and our client-centric approach is what makes us a standout firm in the industry. We believe in fostering strong, long- lasting relationships with our clients, built on trust and mutual respect. By combining financial acumen with strategic insight, we help our clients navigate challenges and seize opportunities, ensuring their continued growth and success.

Thank you for taking the time to learn about our unique approach at Smith Marion. It is an honor to be part of a firm that prioritizes its clients’ success and empowers its team members to make a meaningful impact.