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Anthem Strategy and Advisory by DPW
Anthem Strategy and Advisory by DPW

FINANCIAL STATEMENTS
& ASSURANCE

Clear numbers. Complete confidence.

THE BUSINESS OWNER'S TRUSTED CHOICE.

PRECISE &
ACCURATE

Your financials prepared right the first time.
We catch errors before they become problems,
ensuring every number is accurate.

CREDIBILITY
THAT OPENS DOORS

Get the financing and partnerships you need.
Our professionally prepared compilations and reviewed
statements give you confidence in your numbers.

PERSONALIZED
SERVICE

You're not a number in a system. Our experienced
professionals get to know your situation inside
and out, and offer year-round support.

WORKING WITH ANTHEM: WHAT TO EXPECT

Our comprehensive financial statement process ensures accuracy, compliance, and clarity. Throughout the process, you’ll get a clear roadmap that leads to real results.

You’ll know exactly what actions to take in order to minimize tax burden and maximize long-term growth. Here’s how we work with you:

Step 1: DISCOVERY MEETING First, we want to get to know you. You’ll leave knowing what results are possible, and then how we can move forward together. Step 2: MASTER PLAN MEETING This is where we build out your tax strategy. You’ll receive an easy-to-follow service proposal and the opportunity to ask any questions and choose an ideal payment plan. Step 3: PLAN PUT INTO ACTION Now, it’s time for implementation and ongoing support from our team. You’ll be set up with an onboarding meeting and regular check-ins, support, and updates from your trusted team. Step 4: MINIMIZED TAX BILLS Our tax strategy services ensure that you won't miss out on any major tax savings opportunities. Our team will provide expert guidance every step of the way.

WORKING WITH ANTHEM: WHAT TO EXPECT

Our comprehensive financial statement process ensures accuracy, compliance, and clarity. Throughout the process, you’ll get a clear roadmap that leads to real results.

You’ll know exactly what actions to take in order to minimize tax burden and maximize long-term growth. Here’s how we work with you:

Step 1: DISCOVERY MEETING First, we want to get to know you. You’ll leave knowing what results are possible, and then how we can move forward together. Step 2: MASTER PLAN MEETING This is where we build out your tax strategy. You’ll receive an easy-to-follow service proposal and the opportunity to ask any questions and choose an ideal payment plan. Step 3: PLAN PUT INTO ACTION Now, it’s time for implementation and ongoing support from our team. You’ll be set up with an onboarding meeting and regular check-ins, support, and updates from your trusted team. Step 4: MINIMIZED TAX BILLS Our tax strategy services ensure that you won't miss out on any major tax savings opportunities. Our team will provide expert guidance every step of the way.

WHEN YOU NEED FINANCIAL
STATEMENT SERVICES:

  • Bank Loan Applications
  • Investor Due Diligence
  • Regulatory Compliance
  • Board & Shareholder Reporting
  • Merger & Acquisition Transactions
  • Franchise Requirements
  • Government Contract Bidding
  • Partnership Agreements
  • Estate & Trust Administration
  • Matrimonial Pro
  • Nonprofit Funding Applications
  • Succession Planning
  • Internal Control Assessment
  • Litigation Support

Accepting New Clients

GIVE US A CALL

COMMON MYTHS & MISCONCEPTIONS

Myth: Valuation Is Only for Selling a Business

Reality: Business valuations are required in many other scenarios: estate planning, divorce settlements, shareholder disputes, securing financing, or tax compliance. Treating valuation as a one-off exercise can leave you unprepared when life events or business changes occur.

Myth: Value = Last Year’s Profit × a Simple Multiple

Reality: While multiples can provide a rough benchmark, true valuation looks deeper. Intangible assets like brand reputation, intellectual property, and customer loyalty all contribute to value. A company with identical profits to another may be worth far more.

Myth: All Valuation Methods Produce the Same Number

Reality: Different approaches emphasize aspects. Income approaches focus on future cash flow, while market approaches look at comparable transactions. A well-prepared valuation blends methods to provide a balanced perspective.

Myth: Valuation Is Only for Selling a Business

Reality: Business valuations are required in many other scenarios: estate planning, divorce settlements, shareholder disputes, securing financing, or tax compliance. Treating valuation as a one-off exercise can leave you unprepared when life events or business changes occur.

Myth: Value = Last Year’s Profit × a Simple Multiple

Reality: While multiples can provide a rough benchmark, true valuation looks deeper. Intangible assets like brand reputation, intellectual property, and customer loyalty all contribute to value. A company with identical profits to another may be worth far more.

Myth: All Valuation Methods Produce the Same Number

Reality: Different approaches emphasize aspects. Income approaches focus on future cash flow, while market approaches look at comparable transactions. A well-prepared valuation blends methods to provide a balanced perspective.

INDUSTRIES WE SPECIALIZE IN

TRUSTED BY THOUSANDS OF CLIENTS

Tornado Soft ExcavationClient
“Anthem has been our accounting firm since 2013 and has guided us as our business has grown. They are knowledgeable, professional, and available when needed. We are grateful for all their support.”
Melinda F.Client
“Anthem has an incredibly professional and supportive reputation in our area that they have well earned and deserve. Personally, my family and I look forward to their expertise with our investments and preparing our taxes. We truly believe our future is stronger because of them.”
David P.Client
“As for the work performed, it was done expeditiously and accurately. The work performed ended up saving me tens of thousands of dollars. In short, they do five-star work.”
Willamette Legacy LawClient
“We appreciate how easy you all make it to send people to you with confidence!”
Alisa N.Client
“We had a consultation with Ben. He was very friendly and knowledgeable and answered all of our questions. Definitely recommend!”
Carolyn HalemeierClient
"Over the last 23 years, DPW now Anthem Strategy have served our family. We have watched their business grow and move into new areas of service. One thing that has never changed is the sincere service they give their clients. They are trustworthy and honest. Ben and Michiyo and all their assistants deserve 5+ stars."
Illahe WineryClient
“I have been a client for more than ten years. Their helpful knowledgeable staff have improved all facets of my business accounting. Their bookkeeping assistance is essential for me to keep my winery going and put attention to only the most important aspects of running my business.”
Dan N.Client
“It has been a pleasure working with Ben Wilson & Zach Hatefi at Anthem. Their entire team exudes professionalism while providing good strategies and communication. I can highly recommend them!”
Caleb R.Client
"Working with Anthem has been such a positive experience. The team is absolutely incredible, they're so easy to work with, and have really helped me a lot during my first year of business. So glad I reached out to them!”
Melinda F.Client
“Professionally, Anthem steps up to meet the needs of our community. They have sponsored many community events that benefit children, women and their families and nonprofits throughout Marion, Polk and Yamhill counties. They have a purpose that makes a positive impact in so many lives.”
Ron BartelClient
“The team at Anthem has been exceptional in handling our taxes and financial planning. They are readily available to answer any questions and provide guidance to keep you on track. Highly recommend their services."
Ryan CollierClient
“Many of my clients use Anthem for business, estate and tax advice. My law firm works with Anthem in a team approach of advisors dedicated to serving our mutual clients. I find the advisors at Anthem professional and responsive. I highly recommend them."

Get a Free Discovery Meeting

GET IN TOUCH

FEATURED PODCAST EPISODE:
THE HIDDEN PROFITS YOU'RE MISSING

Hot take: Most business owners don’t know that a few simple swaps could skyrocket their profitability.

In this episode, Brian Keyser, Anthem’s Director of CFO Services, breaks down the six keys that every business owner should know to unlock the hidden profits they’ve been missing out on.

WATCH OR LISTEN NOW
Episode 01 Unlocking Hidden Profits (1)

FAQs

Financial statements are formal records that show your business’s financial activities and position. The main ones are the balance sheet (what you own and owe), income statement (profit and loss), cash flow statement (money in and out), and statement of changes in equity.

Absolutely. We’re bound by professional ethics and confidentiality requirements. Your financial information is protected and will only be shared with parties you authorize.

They serve different purposes. Tax returns report to the IRS and focus on taxable income. Financial statements show your true business performance to banks, investors, and management. You need both, and they often contain different numbers due to different accounting rules.

QuickBooks is great for day-to-day bookkeeping, but it doesn’t provide the professional format or assurance that stakeholders require. We can work with your QuickBooks data to create formal financial statements that meet professional standards.

Banks require them for loans. Investors want to see them before investing. Some contracts and franchises require them. They also help you make better business decisions and can protect you legally by showing you’ve maintained proper records.

It varies based on your company size, complexity, and the level of service needed. Compilations are the most affordable, while reviews provide more assurance at a higher cost. We’ll provide a clear quote after understanding your specific situation.

Not always. Many small businesses only need compilations. Reviews are typically required when you have investors, certain types of loans, or when stakeholders want more assurance about the accuracy of your financials. We’ll help you determine what you actually need.

You’ll need to provide documentation and answer questions, especially at the beginning. We handle the heavy lifting and keep the burden on you as light as possible.

Yes. If you need financial statements for prior years (called “retrospective” or “catch-up” work), we can prepare those. This is common when applying for loans or if you’re getting your first professional statements prepared.

TAX RESOURCES FOR AGRICULTURE BUSINESS OWNERS

IRS FARMER'S TAX GUIDE

This is Publication 225, the comprehensive Farmer's Tax Guide.
CLICK HERE

TAX ESTIMATOR TOOL

An interactive spreadsheet that producers can download to estimate tax liability.
CLICK HERE

LOCAL FARMING DASHBOARD

Find local agriculture data and USDA resources for your state and county.
CLICK HERE
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