This week Jeff Allen with Allen, Allen & Foster, LLP was my guest for #joinjason for lunch!
It’s awesome to sit down with a local small business owner who’s CPA firm has been a staple in our local community for over 30 years.
Jeff and his wife, Beverley, built their largely referral based business on 2 fundamental principles:
1. Stay in touch with our clients.
2. Spend as much time out of the office and in the community as possible.
Beverley Allen has the heart of a volunteer. She devotes large amounts of her time serving as a board member for and volunteering at community organizations where she can fill a need. She is a past President and current Treasurer of the Baldwin Humane Society.
Jeff’s passion is helping to develop new businesses. He loves to be apart of the growth process of his clients, not just a service provider.
That’s how his relationship with Laura Coley Wilson began 25 years ago, when she opened ADVANCED TRANSMISSION, INC. He was her trusted tax advisor and things have been “as smooth as smooth can be” ever since.
The personal attention that Laura has come to expect from Jeff & Beverley has solidified her as both a loyal customer and friend.
“I would refer Jeff to anyone.” - Laura Wilson