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How to Improve Your Sales Conversion Rates

Leads slip away unless you have a response to fight common objections (timing, pricing, etc.)Capture & Document objectionsCreate a script to respond to common objections with a standardized responseShare the responses with your team & practice the responseClose more business!Follow these 4 easy steps, and you will see your revenues increase!

2017-03-06T08:58:36-07:00March 6th, 2017|General Consulting|Comments Off on How to Improve Your Sales Conversion Rates

Traditional Effective Low Cost Small Business Marketing

Traditional Effective Low Cost Small Business Marketing This case study demonstrates how Hair Salon owners worked with their Accountant to create an effective low-cost marketing campaign which targeted lapsed and new customers to increase sales.  The campaign was traditional but effective.   About The Client A Client runs a small funky hair salon in New York.  They decided it was time to move to larger premises with more passing foot traffic, but they knew they had to grow their existing strong and loyal client base first.   Solution To achieve this goal, a project was completed with the following objectives: [...]

2017-02-05T11:56:30-07:00February 5th, 2017|Business Tax, General Consulting|Comments Off on Traditional Effective Low Cost Small Business Marketing

Avoid Changing Horses in Midstream

It’s rare that Accountants are spoken of as examples of great marketing. So please indulge us as we share with you a wonderful campaign run by the Institute of Chartered Accountants in England and Wales back in 1995. So proud were the Institute of their campaign that they bought serious billboard space in London. On the billboard was written in huge writing: "It’s easier to sleep with a Chartered Accountant." Talk about impact. The number of letters this campaign generated to the national press in England was amazing. It probably even turned up in comedians’ lines, [...]

2017-02-05T11:54:01-07:00February 5th, 2017|Business Tax, General Consulting|Comments Off on Avoid Changing Horses in Midstream

Five Things You Should Know in 2015 about the ACA

In recognition of the five-year anniversary of healthcare reform, here are five things you should know about some of the key ACA requirements for businesses in 2015: The shared responsibility provision of healthcare reform is effective either this year or next year, depending on how many employees you have. The employer mandate or “play or pay,” provision requires companies with at least 50 full-time equivalent employees to offer minimum essential healthcare coverage to their full-time employees and their dependents. Applicable large employers (ALEs) can choose to pay a substantial penalty if they don’t abide by the law. Companies with 100 [...]

2016-10-27T16:54:56-07:00July 24th, 2015|Business Tax, General Consulting, Personal Tax|Comments Off on Five Things You Should Know in 2015 about the ACA

Sign Up for IRS Summertime Tax Tips

If you are interested in receiving helpful consumer tips this summer to get a jump start on this year’s taxes, consider joining the more than 660,000 subscribers who already receive IRS Tax Tips. Starting July 1, the IRS began offering its Summertime Tax Tips series, which includes useful information in English and Spanish. Tax Tips subscribers receive a new tip via email three times a week during July and August. They also get a Tax Tip each weekday during the tax filing season. The IRS also issues Special Edition Tax Tips on important tax topics throughout the year. IRS Tax [...]

2018-10-02T16:52:31-07:00July 24th, 2015|General Consulting, Our Office|Comments Off on Sign Up for IRS Summertime Tax Tips

Is Your Will Up To Date?

When was the last time you reviewed your will? People generally make wills to guarantee the proper disposition of their money and property, which is why it’s a good idea to consult your CPA when it’s time to create or update your will. We recommend that you revisit your will every time you experience a major life event, such as marriage, the birth of a child, retirement or other significant milestones. Even if there is no meaningful change in your life, it’s smart to review the document every couple of years to ensure it still addresses all your estate concerns and [...]

2016-10-27T16:54:57-07:00February 20th, 2015|General Consulting|Comments Off on Is Your Will Up To Date?

Student Loan Debt: We Can Provide the Decision-Making Details You Need

Did you know that the average student loan balance is $24,803?  Student debt is taking a heavy toll on borrowers, according to an American Institute of CPAs survey, which found that 75% of respondents or their children had made personal or financial sacrifices because of monthly student loan payments. Sacrifices included putting off saving for retirement (41%); delaying car purchases (40%); postponing a home purchase (29%); and even waiting on marriage (15%). Among the most troubling findings were that only 39% fully understood the burden that student loan debt would place on their future and 60% had at least some [...]

2016-10-27T16:54:57-07:00December 20th, 2014|General Consulting, Personal Tax|Comments Off on Student Loan Debt: We Can Provide the Decision-Making Details You Need

Your Financial Plan: What role does your business play?

Assess the value of your business and how it contributes to your overall net worth If you’re like most small business owners, you’re focused on day-to-day operations and have little time to think about long-term plans. But there may come a day when you realize you won’t be able to continue working forever, and that’s often a little late to start planning where your income will come from and how your business can fit into your overall financial plan. […]

2018-02-27T10:26:24-07:00November 30th, 2014|Business Tax, General Consulting|Comments Off on Your Financial Plan: What role does your business play?
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