Leslie is starting her own practice. She’s great at getting results for clients, not bookkeeping. She wants her accounting records and tax structure correct from the beginning. Why spend time and energy to DIY just to get it wrong anyway? Leslie needs regular financial updates and someone who can clearly and timely explain the financial side of her practice to her.
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Ron hasn’t looked at his financials in a long time. If there was money in the bank and new clients coming in the door, all was fine. Now Ron is ready to get to that next level of growth and understand the financial side of his firm. Is his expensive new marketing plan generating results or just eating cash? Are his IOLTAs in compliance? He needs to know his numbers. Quickly.
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About Them: Donna is the partner in charge of finances at her firm. The firm’s accounting records aren’t being worked on regularly or consistently. Donna can’t get meaningful numbers to her CFO or division leads. She can’t get K1s timely to the ownership group, let alone information for forward-looking tax planning. The firm’s accounting and taxes just need to be done and they need to be done right.
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About Them: Ben is excited to be new a partner at his firm. He is less than thrilled about the administrative hassle that comes along with it. Ben knows his tax situation and tax return filings will be different now, but he doesn’t really understand how or what his options are. Ben needs a tax advisor who will educate him, clearly lay out his choices, help him make decisions, and help him execute on those decisions.
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