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A successful London to New York referral helps an important consultancy client with operations in several markets all over the USA and the world

3rd December 2018

MGI World Case Study 3

MGI UK & Ireland member firm F.W. Smith, Riches & Co. and MGI North America firm Hoberman & Lesser CPAs, LLP collaborated to help an important client with a presence in New York find new advisors in the U.S. that they could trust and who could deliver a high-quality result.

F.W. Smith, Riches & Co. contacted MGI’s New York City-based member firm, Hoberman & Lesser CPAs, LLP to help their client, a global treasury and risk management consultancy firm. After spending time discussing the client's history and requirements, and the USA's payroll practices and tax laws, the client was introduced to Hoberman & Lesser.

Focusing on ensuring that the client felt comfortable and could trust their new representative, Managing Partner Robert Hoberman established a good working relationship with them.

Both member firms felt that their MGI Worldwide membership helped to establish a trust-worthy collaboration between them, and provided the reassurance of knowing that the client would receive the same attention to detail and quality service that they were accustomed to receiving from F.W. Smith, Riches & Co.

This experience has encouraged Hoberman & Lesser to establish a more permanent working relationship with F.W. Smith, Riches & Co., and provide services to more of their clients.

Download the full member success story HERE.

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Do you have a Member Success Story that you would like to share? Contact maxine.brock@mgiworld.com

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