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Faulk & Winkler is literally ingrained within the communities it serves. The Baton Rouge-based CPA firm is intimately familiar with its clients’ markets, enabling them to track with laser-like intensity any changes and opportunities that might arise in the financial landscape.
More like a business partner than a CPA, Faulk & Winkler can deliver unique, change-oriented and value-driven results with the goal of enhancing its clients’ overall financial well-being.
AT A GLANCE
Top executives: Tommy LeJeune, Managing Partner; Melissa Terito, Partner Pension Services; Jacob Waguespack, Partner Audit Services; Jeremy Klibert, Partner Tax Services; Scott Lazarone, Partner Client Accounting Services; Alex Tucker, Partner Tax Services; Lloyd Johnson, Partner Audit Services
Phone: 225.927.6811
Address: 6811 Jefferson Highway, Baton Rouge, LA 70806
Website: fw-cpa.com
By focusing solely on markets such as professional service firms, wholesale/retail, construction, manufacturing and healthcare, they’re able to provide more knowledgeable and attentive service.
“We focus on those areas that we know really well,” says Managing Partner Tommy LeJeune. “Change is occurring at a much faster pace today, and as a result, our clients need assistance staying informed about those challenges.”
A HOLISTIC APPROACH
Faulk & Winkler integrates both business and personal planning in a holistic manner to provide a clearer, more comprehensive picture of their clients’ needs. They offer four primary areas of service—income tax planning and compliance; audit and assurance for local governments, non-profit and for profit entities; outsourced accounting services; and retirement consulting and compliance under the Sentinel brand.
“We strive to proactively impact the well-being of those we serve, and that embodies what we want to be as an accounting firm,” LeJeune says. “We care about their situation and treat it as if it were our own. We want to make our clients’ situations better.”
As a result, all of their divisions are growing. “There is a tremendous amount of opportunity in the Baton Rouge area with existing and new clients,” LeJeune says. “There’s simply a high demand for help and that has led to growth in all areas of our practice.” In fact, Faulk & Winkler is ramping up its staff at its main office in Baton Rouge, as well as its Gonzales and Lafayette locations.
As they grow, the firm is seeking out employees who reflect their corporate culture … one that is collaborative, creative, caring, innovative and empathetic. “Our people are our greatest asset,” says Lejeune, “and that’s reflected in the quality of individualized services that we provide.”
