Why do so many individuals and businesses today find themselves in dire need of financial consulting? The answer may be due to their financial challenges and opportunities in a constantly changing global economy. Amidst this backdrop, while giants like Ernest & Young have long dominated the financial consulting arena, a new contender has emerged, making waves that are hard to ignore. The TE Group, steered by the dynamic duo of Bill Koehler and Michael Neal, is here to innovate a model focused on client-centricity.
Bill Koehler, Partner and Wealth Manager, is an Accredited Investment Fiduciary who combines his engineering analytical mindset with financial expertise. Before joining Kingsview, Koehler significantly contributed to Cablevision’s Business Development team. At Kingsview, he focuses on aiding small businesses in their financial journey.
Michael Neal is a Partner and Accountant, a St. John’s University and Harvard Business School graduate with over a decade at PricewaterhouseCoopers. Neal has showcased his prowess as an alternative investment accountant and business analyst. In 2020, he transitioned to small/midsize business consulting, emphasizing operational expenses and government-based funding opportunities.
The duo’s fresh and tailored approach to financial planning, business accounting, and consulting has differentiated them and positioned them as one of the most sought-after firms in 2023.
The TE Group’s trajectory to the top narrates their dedication to innovate quality service to clients. With a jaw-dropping 1000% revenue growth and a clientele that exceeds 2200 since its inception, the company’s credentials are indisputable.
A Spectrum of Services
The TE Group’s service portfolio is both diverse and specialized. Their flagship offerings, such as the Preventative Care Management Program (PCMP) and the TE Solution (Tax-Efficient Solution), are designed to address specific financial challenges businesses face. Moreover, their Accounting & Financial Consulting Services showcase their expertise in guiding businesses through the intricate financial maze.
Unlike traditional firms offering a one-size-fits-all solution, The TE Group provides a tailored model, ensuring clients receive personalized advice and strategies. “Our goal is to work side-by-side with our clients, treating their business as if it were our own,” says Koehler. “We’re fully invested in their success.”
Neal echoes this sentiment. “We’ve built our business on integrity, honest communication, and accountability,” he says. “Our service offerings have expanded significantly over the years, but our commitment to the values that shaped our success has never wavered.”
Not Just Another Consulting Firm
In an industry that’s often resistant to change, The TE Group has embraced technological advancements, leading the way in integration and automation. Their commitment to offering diverse services, combined with their innovative approach, makes them a growing leader in the financial consulting sector.
Neal adds, “We’re here to make a difference, to change the industry for the better. And if our growth and client satisfaction are any indicators, we’re on the right track.” Koehler also offers a reflective observation, “In this industry, you’re only as good as your last success. We’re aware of the challenges but also confident in our ability to navigate them. Our growth proves our commitment to our clients and our innovative approach.”
Indeed, The TE Group’s rise to prominence reminds the sector of the importance of innovation, client-centric services, and a committed team. Under the leadership of Bill Koehler and Michael Neal, the company continues its upward trajectory, setting new standards for the industry.