WELCOME
TO
James Hamlin & Co., P.C.
Invested in you. Invested with you.
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Welcome
About Us
Managing Accountants
Trust In Us
Keys To Success
Technologies Available
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FAQ’s
Additional Services
Referrals / Incentives
Contact Us
How Are We Doing?
We want to officially welcome you to James Hamlin & Co., P.C.! We are
honored to have you a part of our family.
This packet contains important and useful information about our services and
our service partners that will benefit you and your business.
Our client relationships are of very high value to us. We have your best
interests in mind. Our unique range of services allows us to care for your
business as if it were our own, with guidance throughout the year and not just
at tax time. We worry about your business financials and upkeep so you
don’t have to.
The objective of our services is to help you become more successful and
profitable. We offer proactive guidance and compliance support to move
your business forward, taking accounting, financial, tax, and payroll burdens
off your desk.
We look forward to servicing you now and into the future.
Welcome
We’ve been providing client’s peace of mind for over 50 years.
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Since 1964 James Hamlin & Co. has helped clients maximize their profit potential while
achieving and exceeding their business growth goals.
We are a small certified licensed CPA firm with the depth of a larger firm. Our second
generation family-owned business knows firsthand the importance of providing and
incorporating forward-thinking financial advice, preparation, and planning. At James
Hamlin & Co., we’re deeply service oriented, offering smart advice and business
management counsel combined with a proactive approach and information technology to
protect you.
We believe that our achievement depends first and foremost on people. By respecting
people in everything we do, we develop and maintain high quality, mutually beneficial
relationships with our clients, colleagues, community and each other. We gain trust
through our actions.
We earn long-term client loyalty by developing an in-depth understanding of each client’s
business and personal goals. We demonstrate unwavering reliability and integrity in our
work and act as an independent objective advisor to our clients.
We value the need to continually grow our collective technical expertise. We strive to stay
current on the ever-changing marketplace. We believe in sharing knowledge in relatable,
actionable ways to create value for our clients and better ourselves.
We demonstrate leadership both within the firm with respect to developing our next
generation of leaders, as well as within our market with respect to being recognized as a
firm that is the leading expert in the field. As leaders, we encourage and nurture clients
and colleagues to excel personally and professionally.
About Us
We are a family-minded business based
on a culture of partnership and
dedication. Each of our clients, not only
has an accountant that works with them,
but they have a team of people striving
to help them with the success of their
business.
Our team includes many important
supporting team members. Each team
member is committed to the
investments in time and knowledge to
push your business goals forward. We
pride ourselves on personalized,
superior service.
Meet Our Managing Accountants
We hold ourselves to the highest of standards. We maintain an environment where
a commitment to quality, honesty, respect, and professional ethics guides the actions
and decisions of everyone in our firm. We gain trust through our actions.
• We’re Available.
Along with your accountant, you have an entire
accounting team at your fingertips. Whether it’s an email or a phone call, we
aim to respond to you within 24 hours.
• We Stay Alert.
Laws and technology are always changing and we
adapt to those changes. Our already knowledgeable staff continues to
learn and research new topics and trends that may impact you and your
business. Our continuing education programs give us the power to keep
you informed.
• We’re Dedicated.
We come alongside each of our clients and play
an active role in the success of their businesses. We visit with our clients
regularly so we understand their businesses and personal goals. Only with
good understanding can we give good advice.
Trust in us
Our goal is to provide timely financial statements which will allow you, the
business owner, to make management decisions that will impact your business in
the now. We can’t achieve this powerful goal without a few things from you.
• Report Data Timely and Completely.
Reporting complete, on-time
data every month allows accurate and timely delivery of your financial statements.
This will in turn help you make the best business decisions.
• Keep Us Informed.
If you obtain a new loan or make a large purchase, it
is important to keep your accountant informed. Remember, complete data is the
key to accurate financial statements.
• Be Available.
We aim to be readily available and we ask the same from
you. Keeping your contact information up to date with us is extremely
important. Letting us know the best time to reach you and the best phone
number to reach you at will ensure timely communication.
Keys to success
Technologies Available to You
We operate on secure servers to protect client
information and keep your identity safe.
QuickBooks Online – Cloud based QuickBooks
NetClient – Secure online portal used to view your financial statements and/or
tax returns from your accountant
NetClient app – 24/7 access to your portal on your smart phone or tablet
Site User – Secure online portal used to upload QuickBooks and bank
statements to your accountant
LedgerSync – Secure program that allows access to your bank and credit card
statements
Remote Desktop/Team Viewer – Simple and fast solution for remote
control, desktop sharing and file transfers.
Please contact us to sign-up.
• Why am I getting calls from X when my manager is Y?
 At James Hamlin & Co., each client has a dedicated team of experts that work
together so that you, the business owner, can focus on your business.
• Why do I occasionally receive emails sent through Constant Contact?
 Constant Contact is our online email domain used to share information to
better you and your business. Monthly tips as well as important year-end
questionnaires are just a few of the valuable communications that you will
receive through Constant Contact. We will not sell or share your email
information with anyone.
• Will I be charged extra if I call with a question to my accountant?
 No. We are always readily available to answer your questions. We encourage
you to call us if you have any questions.
• How will you gather my business information?
 We have multiple options available to you for us to receive your work. We
provide postage paid envelopes should you choose to mail your work to us.
We also have access to remote log-in and secure online portals. Please discuss
with your accountant your preferred method of delivery.
FAQ’s
PAYROLL
FINANCIAL
PLANNING
TAX PLANNING
AUDIT
PROTECTION
PLAN
INFORMATION
TECHNOLOGY
CONSULTING
ENHANCED
QUICKBOOKS
Additional Services
The highest compliment you can give us
is the referral of a new client.
Do you know a friend, family member, or colleague that would benefit
from the level of service that we provide at James Hamlin & Co., P.C.?
For our current clients, we offer an incentive for every referral that ends
up doing business with our firm. They may be interested in the following:
• Innovative business and strategic planning
• Methods of increasing profits and reducing taxes
• Time savings strategies for bookkeeping and tax reporting
• Monthly bookkeeping and accounting functions
• Complete payroll processing
How To Submit Your Referral: Simply call us today or send us an email at:
Contact Us/Referral
Referrals / Incentives
Our Locations:
1555 Main Street
Antioch, IL 60002
4340 Grove Avenue
Gurnee, IL 60031
765 Ela Road, Suite 310
Lake Zurich, IL 60047
www.jhamlin.com
Contact Us
Hours of Operation
Monday – Friday 8am to 4:30pm
To contact any member of your team
dial the main number at the following
locations:
• Antioch – 847.395.6000
• Gurnee – 847.406.2000
• Lake Zurich – 847.540.3300
Main Fax – 847.395.6010
Connect with us on:
• We are always looking to improve and better our services.
Your feedback is valuable to us. If you care to write a
review or to send us feedback, please feel free to leave a
comment on any one of our social pages below or simply
send us an email at Contact Us .
Thank you!
• Google+ Review
• Yelp Review
How Are We Doing?