As we reflect on the past year, we are thrilled to share the remarkable growth and achievements that have defined our journey at TP4 Advisors. Our commitment to excellence and innovation has driven us to new heights, and we are excited to highlight some of the key milestones and advancements we’ve made in 2024.
Of course we couldn’t have achieved these milestones without our clients who have trusted us with their financial management. We want to thank you for welcoming us into your offices, books, and personal lives and trusting us to help you create a strong financial foundation.
We Have Grown!
This year, we experienced substantial increase in recurring revenue, with an overall growth of 59% from 2023 to 2024! Each month in 2024 has seen higher recurring revenue compared to the same month in 2023, showcasing our strong and stable income stream.
We have also welcomed nine new team members who have brought fresh perspectives, expertise, and dedication to our company. Please welcome to the team…
- Kim Wells: Accounting Manager
- Christian Collins: Bookkeeping Specialist
- Aubre Peters: Bookkeeping Specialist
- Abigail Fries: Bookkeeping Specialist
- Kolton Kohler: Bookkeeping Intern
- Paul Dorger: CFO Specialist
- John Speridakos: CFO Specialist
- Mark Roger: Business Development Executive
- Dan Shaw: Controller Specialist
- Stacia Davis: Controller Specialist
The contributions of these new team members have been instrumental in achieving our goals and delivering exceptional value to our clients.
We Have Adopted New Technology!
We are excited to announce our partnership with a new advanced IT partner, My Tampa IT. This collaboration will enhance our technological capabilities and support our growth. We are looking forward to providing even better service and solutions to our clients with the help of new technology.
In our continuous efforts to stay at the forefront of innovation, we have begun incorporating more AI tools into our operations. These tools are helping us streamline processes, improve efficiency, and deliver more insightful and data-driven solutions to our clients.
We are excited to share that we have developed a new website in collaboration with CICOR Marketing. This new website features a modern design, improved navigation, and enhanced functionality to provide a better user experience. Take a look and learn more about the teams, services, insights, and resources TP4 Advisors offers to our clients.
We Have Reached New Clients and Industries!
This year, we delivered several impactful presentations, including the Business Networking International, Dental Association of Ohio, and Signworld. We reached significant milestones, such as attending and presenting at the Signworld Conference to over 340 Signworld business owners across the United States in May.
We also hosted or attended nine Lunch and Learns with local banks and vendors and presented to several industry-specific local organizations such as…
- Be Kind to Lawyers
- Cincinnati Dental Organization
- Home Builders Association
Thank you for your collaboration, partnership, and trust this past year. We are proud of our accomplishments and look forward to continuing to deliver excellence to our clients in 2025. See you next year!
