Ziese & Associates, Ltd.


"Every client should feel that they are our only client."

Current regulations require that these services be provided by three separate legal entities:
 Robert J. Ziese, Attorney at Law
 Kathryn G. Ziese Financial Services
 Ziese & Associates, Ltd.
In the near future, we see these merging into a single, one-stop shopping company to better serve our clients.

 OUR BUSINESS MISSION

 OUR VISION FOR THE FUTURE



 

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Ziese & Associates, Ltd.
Mission Statement

We focus on the needs of individuals and small businesses. People who own small businesses usually have their personal lives intertwined with their business. Many successful individuals have personal investments and activities that are almost small businesses unto themselves.

Our goal is that every client should feel that they are our only client. We achieve this by providing personalized, responsive, affordable services that are concerned with the total fiscal well-being of our clients....... individuals and the businesses they run.
 
 

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Ziese & Associates, Ltd.
Vision for the Future

The  loyalty bond between large corporations and their employees is broken. The next several decades will be the era of the small business, with focused, competitive markets and customized niche products and services.

Successful people and small businesses need an integrated set of tax, recordkeeping, legal, and marketing support services that is affordable and personalized for each of them. At present, these services must be provided by three separate business entities. Large consulting firms (e.g., Arthur Andersen) are lobbying for legislation creating the Multi Discipline Firm (MDF), - one-stop shopping for consulting, accounting, and legal services. Integration of these services frees the client from dealing separately with financial, tax, and legal advisors and from trying to correlate the information received from each one. Integration gives a clearer picture without lost information.

Our company shall be a leader in this effort, focused on the total fiscal well-being of our clients and their personal and business interests.
 
 

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