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Merger

September 1, 2021

We have some exciting news to share with you!

Effective September 1st, our firm will be merging with Rushton, a full-service accounting firm located in Gainesville, Georgia. This merger will benefit our clients, staff, and communities from multiple perspectives.

First, we want to assure you that Rick is not retiring nor is our office location closing.  We will remain here to continue to serve each of you and the community.  Rick will be a partner in the new firm and the entire staff will continue to maintain their client relationships.

Over the past few years we’ve experienced the growth of our community along with referrals of your friends, family, and business associates which has increased the diversity of client services requested from us as your trusted advisors.  As part of our internal review, we evaluated ways to better serve the increased needs of our clients and community.  We focused on evaluating a potential merger with another firm with resources and additional services that our clients would value and who possessed like-minded attention to quality service. We believe the combination of expertise and resources that Rushton offers more than meets that objective.

We’ve recently had the opportunity to collaborate with their team on joint client projects. This collaboration, coupled with in-depth discussions over the past year, solidified our mutual perspectives of this merger being a positive plan of action for our firms’ clients and staff. Both firms have long standing reputations for quality service and relationships with clients, staff, and communities and we remain committed to upholding these reputations. 

As we combine our processes and procedures we will keep you informed of any operational changes that may impact you. In the meantime, we are ready to answer any questions you may have regarding the transition and inform you of additional services we can provide through our combined firms. Our objective is to make this transition seamless for all our clients while expanding and enhancing the services available to help you reach your business and financial goals.

Attached you will find a letter of introduction from the partners of Rushton.

We look forward to serving you together with Rushton!

Sincerely,

Rick   Jon   Liz   Sharon   Bhuvana

Your team Lee & Associates CPAs

siteAssets/site6464/files/Rushton_Welcome.pdf

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