All Accountants are not made the same. What do you want from your accountant? Do you want them just once a year to tell you what happened and what you could have done or do you want them to monitor throughout the year and tell you how you can make more profit?
With each Federal Government administration our tax laws have changed. Sometimes retroactively. Does your accounting firm keep up on those proposed changes and tell you how they will affect your business?
Who are our firm clients and what services do they get? This is a good question to ask your accountant. My clients are business who want their accounting firm to be active with them year-round. They want a firm who is aware of potential tax and accounting rule changes. They understand that the accounting firm is a key member in their management and financial team and that because of this relationship, they can make more money, work smarter and have more of a family life. My clients are not the average business but those that want to be successful.
Each member of our management team takes enormous pride in their work and delivers excellence and accuracy above all else.
A few of us really understand what our clients really need and wants. What am I talking about? Accountants are more than the old bean counters. Some of us have evolved into consultants and advisors. We have become the Chief Financial Officers and Controllers for small enterprises who cannot afford a full-time person at $150,000 a year. Nor, for most businesses do they need a full-time person. What they need is someone who can look at the financial information, analysis it, and make recommendation. Then help the organization refine, implement and monitor the effect. We learn everything needed about your business, your competition and your accounting system. This may include participate and teaches your staff about cash management, generally accepted accounting principles, budgeting and other high-level accounting methods. Change does not happen overnight. But as it progresses the accounting department starts to be something other than the history. It starts to become the forecaster of the future.
Our firm goal is to contribute to our client’s success by understanding and then matching our clients’ needs with quality services provided by professionals dedicated to meeting professional standards. To meet our goal, we constantly pursue new information to meet our client’s needs. We can assist in business formation and start-ups; business, individual, estate, and trust tax preparation and planning; small business issues; and assistance with starting, buying, and/or selling a business.
I started my own business in 1982, because I saw a need. I saw a need for clients to computerize. I had the rare talent of being able to understand computer systems, computer languages and how they could be used to reduce costs and improve the ability to receive timely information. A lot has happened since then. We now are working on digital documentation and systems to receive, transmit and organize the documentation so it is easily retrieved. Computers have come a long way. In the beginning we had 256K of storage, now it is unlimited. In the beginning we had floppy disk now we store and backup our information in the Cloud. With this technology comes new challenges every year. Security being the biggest and will be the forerunner for the foreseeable future. While the internet has progressed in ease of use and openness to all platforms, there are always a small group of people trying to steal information. I have worked with lawyers, accountants, realtors, manufacturers and others securing their information which is transmitted over the internet. Making sure the only person who can read the information if it is intercepted is the end user. Understand, nothing is full proof. Look at the hacks of the US government and large corporations. They spend outlandish amounts on computer security, they have people monitoring the system full time, yet they still get hacked and sometime for long periods prior to the discovery. So, what is the best security? That depends on your situation. One solution does not fit all. I understand that. The same way I understand that what works at one company to improve profit and cash flow may not work at another company.
Is your accountant keeping up with the rapid technology of today’s business? As accountants we learn rules and that there is only one set of rules and people must fit within these rules? But that does not always work, and many accountants cannot see it. They do not keep up with technology. They still want everything in hard copy. They want you to bill using paper. They do not know about portals and ability to be paid via the internet or requesting bank transfer into a separate account which gets sweep out every evening automatically to the operating account.
So, what do you want from your accountant that he/she is not providing?
Let me offer you A FREE INITIAL CONSULTATION for up to 1 hour
If you are not impressed with our conversation, then any information I provided is free. If you want to pursue a further conversation, then we have begun to travel down a road of change for your organization and your personal wealth.
With each Federal Government administration our tax laws have changed. Sometimes retroactively. Does your accounting firm keep up on those proposed changes and tell you how they will affect your business?
Who are our firm clients and what services do they get? This is a good question to ask your accountant. My clients are business who want their accounting firm to be active with them year-round. They want a firm who is aware of potential tax and accounting rule changes. They understand that the accounting firm is a key member in their management and financial team and that because of this relationship, they can make more money, work smarter and have more of a family life. My clients are not the average business but those that want to be successful.
Each member of our management team takes enormous pride in their work and delivers excellence and accuracy above all else.
A few of us really understand what our clients really need and wants. What am I talking about? Accountants are more than the old bean counters. Some of us have evolved into consultants and advisors. We have become the Chief Financial Officers and Controllers for small enterprises who cannot afford a full-time person at $150,000 a year. Nor, for most businesses do they need a full-time person. What they need is someone who can look at the financial information, analysis it, and make recommendation. Then help the organization refine, implement and monitor the effect. We learn everything needed about your business, your competition and your accounting system. This may include participate and teaches your staff about cash management, generally accepted accounting principles, budgeting and other high-level accounting methods. Change does not happen overnight. But as it progresses the accounting department starts to be something other than the history. It starts to become the forecaster of the future.
Our firm goal is to contribute to our client’s success by understanding and then matching our clients’ needs with quality services provided by professionals dedicated to meeting professional standards. To meet our goal, we constantly pursue new information to meet our client’s needs. We can assist in business formation and start-ups; business, individual, estate, and trust tax preparation and planning; small business issues; and assistance with starting, buying, and/or selling a business.
I started my own business in 1982, because I saw a need. I saw a need for clients to computerize. I had the rare talent of being able to understand computer systems, computer languages and how they could be used to reduce costs and improve the ability to receive timely information. A lot has happened since then. We now are working on digital documentation and systems to receive, transmit and organize the documentation so it is easily retrieved. Computers have come a long way. In the beginning we had 256K of storage, now it is unlimited. In the beginning we had floppy disk now we store and backup our information in the Cloud. With this technology comes new challenges every year. Security being the biggest and will be the forerunner for the foreseeable future. While the internet has progressed in ease of use and openness to all platforms, there are always a small group of people trying to steal information. I have worked with lawyers, accountants, realtors, manufacturers and others securing their information which is transmitted over the internet. Making sure the only person who can read the information if it is intercepted is the end user. Understand, nothing is full proof. Look at the hacks of the US government and large corporations. They spend outlandish amounts on computer security, they have people monitoring the system full time, yet they still get hacked and sometime for long periods prior to the discovery. So, what is the best security? That depends on your situation. One solution does not fit all. I understand that. The same way I understand that what works at one company to improve profit and cash flow may not work at another company.
Is your accountant keeping up with the rapid technology of today’s business? As accountants we learn rules and that there is only one set of rules and people must fit within these rules? But that does not always work, and many accountants cannot see it. They do not keep up with technology. They still want everything in hard copy. They want you to bill using paper. They do not know about portals and ability to be paid via the internet or requesting bank transfer into a separate account which gets sweep out every evening automatically to the operating account.
So, what do you want from your accountant that he/she is not providing?
Let me offer you A FREE INITIAL CONSULTATION for up to 1 hour
If you are not impressed with our conversation, then any information I provided is free. If you want to pursue a further conversation, then we have begun to travel down a road of change for your organization and your personal wealth.