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Who we are......
We are a local CPA firm dedicated to
quality, timely and affordable services, as well as adding value to our clients
businesses. Excellence in client servicing is our constant guide, and one we take
personally each day. We truly appreciate the opportunity to serve our clients' needs.
The professionals in our firm have many
levels of experience in a multitude of businesses. It is this varied experience in
addition to our expertise in accounting and taxation, that provides the greatest benefit
to our clients. We understand many of the aspects of owning and operating a small
business, not just “crunching the numbers.”
We serve clients in retail, manufacturing,
and service industries, including construction, healthcare, legal, and transportation
services.
What we do.....
Monthly accounting services. We provide our clients with
useful financial statements on a regular basis. We have a program of educating our clients
on how to effectively use these statements.
Comprehensive tax
planning. There is nothing worse than finding out at the last minute that you owe
taxes. If you are part of our small business service group, you will receive a complete
year end tax plan.
Business and personal
tax services. Knowing that we follow through on making certain
compliance deadlines are met provides you with the peace of mind you deserve. It also
provides you with more time to devote to your business.
Tax representation
services. When, or if, you should ever be audited by the taxing
authorities, you will have us on your side. We have over 12 years of experience in dealing
one on one with the IRS. We are very proud of our success rate in both audits and
collection matters.
Financial and estate
planning. There has never been a more important time to develop and
implement a sound plan. We provide extensive services in many areas of personal planning.
Business Advisory Services.
The
initial consultation is an opportunity to meet the owners and talk about their business. The goal of this meeting is to introduce our
services and explain what we can do for a small to medium business. It is also an opportunity to find out about the
business and the reasons that they chose to go into business for themselves. What is working and what is not working? It is a very informal discussion designed to find out if there is anything we can offer to add value to their business.
The Planning Session is based on a detailed Business Development
Questionnaire and an analysis of your Profit Improvement Potential, and most important of
all, a thorough understanding of your personal and business aspirations. It focuses on
precisely what your business can achieve and produces a draft mission statement and a very
specific Action Plan on how you'll proceed. From this point on, you'll be working ON your
business rather than IN it.
The story of a man who grew his ordinary business from nothing to a
multi-million dollar operation. Filmed just two weeks before his death, "Wally"
shows how businesses can achieve much greater value, increase revenue without wasting
thousands of marketing dollars, identify the small improvements that make large
differences, and begin a system to measure the right things, so they can effectively
manage the direction their business is heading.
Approximately 68% of people who stop dealing with a particular business do
so because of perceived indifference on the part of the company. Since
client/customer-focused businesses achieve the highest levels of success, this training
concentrates on how you can improve your team's performance standards and ensure your
clients are receiving extraordinary service. By developing specific standards for your
team and monitoring key indicators, you'll know exactly where your business stands at any
point in time, improve overall team performance, and ensure your clients'/customers'
absolute delight.
This program teaches you how to create a systematized approach to
interacting with your clients/customers. This video-based, facilitated program
revolutionizes and transforms the way your team communicates with your clients/customers
to dramatically (and permanently) increase your conversion rates, level of service and
efficiency, and, ultimately, your revenues and profits.
“Of all those arts in which the wise excel Nature’s chief
masterpiece is writing well”
Your
external communications with your clients/customers are one of the most important vehicles
by which your business articulates its value and service. This training will teach your
team proven techniques for writing more effective letters, direct mail pieces, and
advertisements. The end result is not only improved team to client/customer relations, but
enhanced effectiveness of marketing expenditures.
This
program teaches business owners and managers essential financial interpretation and
management techniques. Covering such topics as cost behavior, margin and productivity
analysis and growth financing, the benefits of this program are immeasurable and are sure
to improve upon your basic business understanding.
This group will consist of 10 to 15 business owners from around the Tampa
Bay area. It is designed to be informative as well as useful. We will meet once per month
and there will be an interactive presentation followed by open discussion. This will be a
great opportunity to meet other business owners facing the same challenges that you face.
It will be a chance to brainstorm and work out solutions that create results. Typically, as a business owner, you are to busy
working IN your business and not spending enough time working ON
your business. This will be an opportunity once every month to spend a couple of hours
working ON building a better and stronger business.
Whatever your business, the plain fact is this: it will run far better as a finely-focused,
professionally-developed team. Developing the team is a key to your continuing and future
success. This service allows you to gain vital insights into team member interaction and
perceptions and then build on them to move the business forward at a much faster (and more
profitable) pace.
A majority of businesses operate on the assumption that they know what is
important to their clients/customers. In fascinating ways, this service uncovers the
reality -- which is often quite surprising -- by working directly with your clients as if
they were on the board of your company. Use the Client Advisory Board to create new
partnerships with your key customers and then build on their feedback to create a
stronger, much more centered business that generates greater loyalty and, of course,
greater profitability.
The truth that many businesses aim at nothing and hit it with tremendous
accuracy. Surprisingly too, many businesses focus on the wrong customers and inappropriate
measures of performance. This program refocuses you by developing, determining, and
monitoring key marketing performance indicators (to include conversion rates, average
sales and margins). The result is a more sophisticated management information flow,
focused on the activities that produce the result, rather than the results themselves.
Many businesses don't recognize that failing to plan is planning to fail.
They fail to plan because it's hard to do. We make it easier for you by utilizing a
powerful software program to input key marketing variables and profit goals. From this,
our business advisory team can provide you with target information for detailed
performance budgets, outlining specific outcomes and scenarios. This service is guaranteed
to provide you with a more focused marketing direction.
Beginning with the end in mind, our team will systematically analyze your
business' marketing activities and performance and provide you with a strategic plan of
action designed to meet your marketing objectives. This in-depth plan will include an
industry review, an analysis of your businesses current marketing position and specific
recommendations for improving your businesses position from a marketing prospective.
Our business advisory team will determine and monitor key financial and
operations performance indicators, encompassing such areas as expenses, financing and
investment return. Constant access to this type of information will enable you to
consistently improve and refine your business performance at the operational level and
ultimately determine your best use of resources for optimum profitability.
The business performance review will increase your awareness of successes,
concerns and opportunities for all areas of your business. This overall "health
check" is performed and analyzed on a periodic basis and is sure to provide owners
and managers with the necessary insight for improvement.
In addition to the business health check, which covers 2 years of business
operations, a trend analysis, covering a full 5 years of operation, will enable you to
focus more specifically on key tendencies in your business or industry. Knowing exactly
how certain cycles and seasons affect your business operations will allow you to plan and
utilize your existing resources even more effectively.
The most successful businesses are constantly aware of exactly where their
resources are being used. By analyzing your cash flow on a periodic basis and projecting
into the future based on current and expected expenditures, you'll be able to more
accurately plan for your business needs and profits.
Many businesses originally started without a formal business plan. It's
our belief that future success for any business depends, however, on a formalized plan of
action designed to reach specific and tangible goals. Our team can develop a business
plan, which is guaranteed to provide you with the focus you need to continue or begin
moving forward. As well as including an in-depth industry analysis and recommended
strategic plan of action, this plan will give you invaluable direction to manage growth,
financing, capitalization and organizational structure.
The most successful organizations are built on systems -- Systems for
every task, job or function the business or the team performs. These systems provide you
with the ability to work ON your business, rather than IN it, and allow you to replicate,
create residual value and manage your resources more effectively. We can assist you in
developing appropriate system for each area of your business and create formal procedures
to increase the effectiveness and consistently of everything your business does.
QuickBooks® Seminars
& Training
Beginner and Advanced Classes held in our office. For dates and other details, please contact
Terry
Wilson
We are proud to be a RAN ONE member.
Click here to learn why.
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