Westerville has been good to Capstone Financial Consultants Inc. CPAs, so Capstone works to be good to Westerville.
The company was founded in Westerville in 2003 by city resident Donna Andriot. At the beginning of this year, it merged with Bauer & Company CPAs, making owner David Bauer a partner in the firm, along with Andriot.
Bauer’s company, which he ran for eight years, was also based in Westerville.
Capstone has a total of six full-time staffers.
The company’s specialties include small business development and consulting, tax work, bookkeeping, and Quickbooks consulting.
“When you’re a small firm, there are a lot of hats to wear,” says Bauer.
Offering a wide variety of services is one step Capstone takes to set it apart from other financial consultant firms, as is giving personal attention to clients, many of which are also in Westerville.
“We don’t want our clients to feel like they’re a number,” Bauer says.
Bauer lauds the city, fellow business owners, the Westerville Area Chamber of Commerce and even the students, staff and administrators of the Westerville City School District for making the community a good place to do business.
“The schools are very active in working with businesses to improve the community,” he says, citing such events as the Westerville Community Bowl-a-thon.
In response to that support, Capstone is involved in a number of community efforts through the chamber. Andriot is secretary and treasurer of the chamber’s board, while Bauer is treasurer of its foundation, which is responsible for the Jim Near Scholarships given to Westerville high school seniors. Both of them also serve on chamber committees, including the government relations committee.
Working with the chamber and schools “just helps develop a good health community,” says Bauer.
Garth Bishop is managing editor. Feedback welcome at gbishop@cityscenemediagroup.com.
