| Which points are the most important when comparing CPA services? Here are a few vital factors you can use to evaluate different CPA firms without being an expert of accounting and finance. The difference in results is..... |
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If you DON'T understand what the CPA / accountant tells you, if you find your mind wandering when he talks... consider whether it'll get any better once you sign onto his services. Remember, you do NOT need to be an accounting professional to understand your accountant. It is HIS responsibility to make finances understandable for his clients! |
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There's a tremendous amount of insight available just with the BASIC accounting services - but only if you demand for it.
It isn't the routine work of keeping books that is different firm to firm. It is the degree of attention YOUR company is given - and the willingness to tailor the service precisely according to your individual needs and wishes.
What information do YOU need in particular? In which form, how often - and how fast? What loses you money... what gives you an opportunity to increase your turnover or profit?
There are a huge number of questions that must be asked before an individually tailored accounting service can be even OFFERED.
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| Obviously, the MORE the CPA interviews and asks you BEFORE he gives you a quote, the likelier the service he is creating is to be tailored to your individual needs and wishes. |
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But the service need'nt be more expensive just because it is tailored for you, mind you.
If
you are an expert in interpreting spreadsheets and converting
the figures in monthly accounts into understandable monitoring
of your finances, you might not need this service.
(If you are an expert but don't find the time to do it routinely every month immediately upon receiving the previous month's figures, then you may well WANT this service performed regardless!)
Obviously, the Key Figures must be tailored precisely according to your own needs and wishes before they CAN be monitored, which takes us back to the tailoring of CPA services.
To a business, the monitoring the Key Figures ROUTINELY and SOON after the month's end is what headlights are to a car traveling at 70 mph in the dark of the night.
The brighter the headlights, the better you see what lies ahead. Avoiding barriers and utilizing the fastest routes by orientating correctly, knowing your exact position at all times... it all makes a difference at the end of the day.
With dim or no lights, you CAN forge ahead. But it cannot but slow you down - and increase the element of chance in reaching your set goal.
Yet, the brightest of headlights can be EASILY obtained from an accounting service.
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The clever thing about having your CPA monitor your key figures is that HE does all the work and YOU only receive the short list of things which would benefit from your attention, both the positive and things that can be fixed easily if you do it now, before those things grow into problems. This monitoring alone will soon ensure that the majority of these news are good, opportunities you can now utilize because the information reaches you immediately. |
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It doesn't need to be very complicated at all. Even the simplest of monitoring & reporting services will greatly decrease your dependency on chance.
A simple monthly financial consulting service based on your monthly accounts gives you an instant advantage over your competitors by using your CPA to help analyze the monthly development of different areas in your business.
It sounds a lot more complicated than it actually is.
Here's what it is:
Once a month, you sit down - face to face or by telephone - and talk over the previous month's figures with your CPA.
He should explain each of the Key Figure's ramifications to the various activities and fields of your business.
He should give you the KNOWLEDGE of where you are, how last month compared with previous months' output and the target you set for it... things like that.
The importance and VALUE of this type of informal once-a-month consultation cannot be overstated. It has to be experienced to fully appreciate how much EASIER it makes your work.
Decisions are hard only because we don't have exact data on which to base the decision. With a monthly consultation like this you will not only have the data - you will have a certainty beyond anything you've experienced before.
And isn't that what running a business is really all about - the attainment of CERTAINTY in as many subjects as possible?
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Another benefit of such monthly consulting is that you don't have to try to REMEMBER these things but can simply leave it to your CPA. He or she will call once-monthly and that's when you receive the data and can easily decide what you want to do about any or all of those points, if anything. This acts as a kind of an organizer and the longer it continues the fewer problems there are and the more positive opportunities begin emerging usually! |
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He who is certain, knows. And if he has had his facts checked and double-checked by a CPA, he is also going to make easier and more correct decisions!
The
claimed and/or received benefits of an CPA service should, of
course, be evaluated in the light of amount of potential GAIN
that's there to be had.
One thing's for sure:
Your true potential is a lot greater than you realize.
CPAs often concentrates on the PROBLEM-side of things. But, where there's business activity, new opportunities are born every month.
Yet, few CPAs search for those positive trends at all.
Imagine what it would mean to have your CPA actively searching for the good news every month, monitoring your accounts so as to bring those good news and opportunities to you?
In fact, if all you'd do is to nip the problems at bud, that alone would logically create circumstances wherein DOZENS of positive trends would emerge.
And each of those would actually be the beginning of a very profitable opportunity.
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| Choose the CPA who accentuates the positive and lets YOU make the decisions concerning your company. While some problems need to be handled, a company aims forward and thus it thrives best with looking into POSITIVE issues in the main. |
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Nothing brings on success with more certainty than routinely finding the POSITIVE developments in a business activity and strengthening those consistently.
A business owner and an accounting service are not easy to match perfectly. While the technology of accounting is standard, each CPA has his or her own methods, preferences and service policies.
The challenge is matching your needs and wishes with a CPA firm whose service and methods correspond to what you want.
The better YOU have defined your own requirements and wishes, the likelier you are to find a CPA who matches your wishes.
For this purpose, our CPA firm offers a special introductory 3 month service called the A/E dashboard service. Business Owner's Accountancy Requirements Analysis.
This service will help you define PRECISELY which kind of CPA service would match with your needs and wishes best. It will also answer most of the questions YOU have on accounting and finance.
I promise that you will find out exactly WHAT type of CPA service would serve YOUR needs and wishes best for a monthly monitoring service.
Now you can find this out without ANY decision to change your CPA or accountant.
We know and respect the fact that you are not going to change your CPA. I want to be part of your team and that means helping you where your internal team does not have the time to put together a tracking system that looks at key A/E financial indicators.
The A/E Dashboard Service Analysis service normally costs $285.00/month but if you use this offer NOW, you will get it absolutely free of charge for three months - and there's NO obligation!
But don't wait - for this offer may not last long... and when it's gone, it's gone!
CLICK HERE to get your Three Month A/E Dashboard Service Trial Offer FREE OF CHARGE.
If you have questions, please feel free to contact me personally at any time. You can call or e-mail me and I will be happy to answer any and all of your questions.
Best wishes,
John M. Krueger, CPA
About Our Firm
6231 E. 16th ST
Tucson, AZ 85711
Phone: 520-747-7191
Email: John@AEprofitedge.com
CONTACT
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TOO MANY PROBLEMS coming your way in day-to-day running of your business?
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LOSING OPPORTUNITIES created by your work but which are not utilized in time because they go unnoticed?
Don't underestimate your insight. After all, no one knows your business and strong points better than you. But LOCATING the windows of opportunity within your financial structure requires some "detective work" by a financial expert... a CPA who actually CARES what goes on! |
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BENEFITS available from your CPA service: |
MONITORING your Key Financial Figures: |
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COMPARING CPA services without being an expert: |
COMMUNICATION without accounting terminology: |
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TAILORING accounting to meet your needs and wishes: |
CONSULTATION on the development of your finances: |
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