Henry Chavez Spiegel Accountancy FOCUSING ON WHAT MATTERS MOST

By Mark Dewyea, Contributing Writer for Originate Report

Spiegel Accountancy Corp. has earned a strong reputation in the private lending industry for providing exceptional customer service and individualized solutions. Their team of seasoned professionals, including higher-level CPAs, offers business expertise in audit, tax, and accounting which allows them to understand and address the unique needs of each client. This level of service has built a sense of trust with Spiegel’s client base, as they have confidence that their financial needs will be handled with care and attention to detail. By offering customized solutions, Spiegel ensures that every client receives the attention and care they deserve. This commitment to customer service and individualized solutions is the foundation on which the firm is built.

Henry Chavez Principal, Spiegel Accountancy

Henry Chavez, Principal at Spiegel Accountancy, is an integral part of the thought leadership that makes Spiegel a top firm in the industry. He specializes in establishing lasting relationships with thriving businesses and driving their continued growth through insight garnered over more than two decades in public accounting. Originate Report had a chance to sit down with Chavez to delve deeper into his unique career arc and get a behindthe-scenes peek at the innovation driving Spiegel Accountancy’s success.

The Journey

You would have no idea after just a cursory glance of Chavez’ impressive resume that he never originally intended to become an accountant. He explored a variety of different jobs after high school before finally completing his B.A. from the University of California, Santa Cruz at the age of 28, and his MBA from the University of California, Irvine at 34 before pursuing a career in the financial sector. “I quickly realized that accounting is just like running— another passion of mine—the challenge never really ends,” observes Chavez. “There’s an addictive aspect to it, a thrill in overcoming seemingly insurmountable hurdles to complete the race.”

That eternal drive to overcome all challenges has fueled Chavez’ professional success. After completing graduate school, he joined the prestigious firm PricewaterhouseCoopers, where he increased his knowledge exponentially through a variety of national and international experiences in different industries, including financial services.

The Value Prospect

“As my career evolved, I realized that every industry can be a value-add for me as an accountant, but more importantly, as a future business advisor,” notes Chavez. “The key is to establish a relationship with a genuine interest in your clients. Only then will they truly engage with you about their unique issues and challenges. After all, what our clients really want from us is to solve their problems, not recite the literature. I am here to be the disseminator of financial and compliance knowledge. The more I know, the more invaluable

I become to my clients. To that end, I work tirelessly to provide the right information to my clients or connect them with an expert that can solve their problems.”

Chavez joined the Spiegel team nearly 11 years ago. He was drawn to the distinct corporate culture that Jeff Spiegel, the firm’s founder, had instilled in all its members with a commitment to being a personalized, strategic, and innovative partner.

“Spiegel really stands out in the industry due to its entrepreneurial mindset,” says Chavez. “Our focus on client service is uniquely premised on creativity. We aim to solve problems by interpreting rules and regulations, and how it ultimately impacts the bottom line. We then provide our clients with sustainable financial policies within that framework. This mindset drives every major decision we make.”

Although the accounting field has changed over the years—and will continue to do so—Chavez and the team at Spiegel are a reminder that the core tenants of focusing on developing and maintaining meaningful, mutually beneficial relationships and going aboveand-beyond to develop creative solutions for clients will always generate results.

THE KEY IS TO ESTABLISH A RELATIONSHIP WITH A GENUINE INTEREST IN YOUR CLIENTS. ONLY THEN WILL THEY TRULY ENGAGE WITH YOU ABOUT THEIR UNIQUE ISSUES AND CHALLENGES.

Spiegel Accountancy is a professional accounting firm based in the San Francisco Bay Area with a national practice specializing in mortgage banking, private lending, real estate development, and small business sectors. For more information, visit https://spiegel.cpa/.

For more information, please visit: https://spiegel.cpa/