As soon as you start to think about your business, an accountant - and especially a CPA - can help you take the next steps. We can discuss your business's organization, tax purposes and operations, along with target pricing and profit margins.
Get some impartial advice from us before you consult the bank. A bank will want to see a strong business plan and organized records. We may also be able to advise you of other financing sources which do not require you to take on debt or surrender equity. Let us help you get ready for your business's next step!
Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right accountant, the answers should be a resounding "Yes!"
We understand the competitive, strategic, and financial efficiencies and advantages enjoyed by businesses when the accounting cycle is fully integrated and automated. We also understand and fully appreciate the time burden, multiple knowledge disciplines, and problems entrepreneurs encounter. We handle all that and more at an affordable fixed monthly price.
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While we understand there are many potential QuickBooks clients out there who require only ad hoc assistance, our experience has been they continue to require ad hoc assistance on an ongoing basis. We encourage those businesses to engage us to handle their books instead. It is usually less expensive and frees up their owner/staff time to do what they are best at doing.
A. Types of Information We Collect
We collect certain personal information about you – but only when that information is provided by you or is obtained by us with your authorization. We use that information to prepare your personal income tax returns and may also provide various tax and financial planning services to you at your request.
Examples of sources from which we collect information include:
B. Parties to Whom We Disclose Information
As a general rule, we do not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:
C. Confidentiality and Security of Nonpublic Personal Information
Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of out firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.
Thank you for allowing us to serve your accounting, tax, and financial planning needs. We value your business and are committed to protecting you privacy. We hope you view our firm as your most trusted advisor and we will work to continue earning your trust. Please call us if you have any questions or if we can be of further service.
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