WELCOME!
Hello and welcome to [ insert firm name]
WE’RE HERE TO HELP

We know your time is valuable, and the
time we are going to spend together is
important. We want to make sure your visit
with us is as pleasant, convenient and
comfortable for you as possible.
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WE’RE HERE TO HELP

So if there is anything we can do for you –
anything at all – please ask.
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WE’RE HERE TO HELP

Feel free to use our office facilities – fax,
copier, e-mail, etc.
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WE’RE HERE TO HELP

Let us know if we can:

Arrange lunch for you;

Call a taxi for you;

Lend you an umbrella;

Telephone wherever you are going next to let
them know when to expect you.
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WE’RE NOT YOUR TYPICAL
ACCOUNTANTS

Although we are
accountants, our role isn’t
just to deal with your tax
and accounting issues.

Our role is to help you
reach your business and
personal goals.
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OUR BUSINESS ADVISORY
SERVICES INCLUDE:

Strategic Planning

Benchmarking

KPI Monitoring

Profit Improvement Analysis

Business Coaching
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STRATEGIC PLANNING

Without a vision there is no place to go!

Our Strategic Planning services are designed to
help you formalize your business goals and
objectives and map out a strategy to help you
achieve them.
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BENCHMARKING

How well does your company do compared to
industry averages?
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KPI MONITORING

We can help you identify the key indicators of
performance in your business, and then help you
monitor them.
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PROFIT IMPROVEMENT ANALYSIS

What impact would a 1% increase in sales prices
have on your bottom-line profit?

What about a 1% decrease in expenses?

And what about a 1% increase in sales volume?

These combined changes could have a significant
impact on your business. Ask us what 1% means
to your business.
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BUSINESS COACHING

In order to succeed, elite athletes employ coaches to
give them feedback, monitor performance, and fine
tune their technique. Our business coaching
services are designed to do exactly the same for you
and your business.
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WEALTH MANAGEMENT

At [enter firm name] our role is to do more than
report the numbers. We’re here to help you
secure your financial future.
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here

Ask us about our comprehensive Wealth
Management Services

You might be surprised to learn ALL the areas
where we can help you!
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DID YOU KNOW WE CAN HELP YOU WITH:
Business
Planning
Special
Needs
Tax
Investments
Education
Retirement
Mortgages
Estate
Planning
Insurance
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Income
Protection
MEET THE TEAM
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picture
here
[Insert a brief biography of the team member.
Include information such as use with the
firm, education and experience, interests
outside of the office, including volunteer and
community work. Be sure to change this
regularly.]
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CLIENT SPOTLIGHT
Insert
company
logo
The client spotlight is reserved for your ‘A’
clients. On a regular basis rotate clients and
provide some basic information about the
client such as industry, specialization, and
their contact details.
This promotion is an added benefit to your
clients and might prompt some of the ‘B’
clients to ask how do I get on there?
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DID YOU KNOW?

What percentage of all income earned in the United
States was paid to the IRS during 2008?

A: 41.9%

B: 30.8%

C: 25.3%

D: 17.5%
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DID YOU KNOW?

What percentage of all income earned in the
United States was paid to the IRS in 1908?

A: 30.8%

B: 22.7%

C: 11.3%

D: 0%
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DID YOU KNOW?

How much income tax do the highest 1% of wage
earners pay to the IRS?

A: 55% of the total

B: 40% of the total or $408,369,000,000 in 2006

C: 22% of the total

D: 5% of the total
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DID YOU KNOW?

How much income tax do the lower 50% of wage
earners pay to the IRS in a given year?

A: 35% of the total

B: 25% of the total

C: 15% of the total

D: 3% of the total or $30,563,000,000 in 2006
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AND FINALLY…..

Do you remember why you
started a business? Was it to:

Be your own boss

Spend more time with the
family

Make more money
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AND FINALLY

Are you achieving what you
set out to achieve?

We help each client work ON
the business, not just IN it!

[FIRM NAME] is here to help
you achieve your goals. Just
ask us.
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here
KEY LEGISLATION/IRS CHANGES

[You might want to include the latest IRS
changes and what they mean for your clients.
Keep this section brief, and always finish with,
“Be sure to ask us what this means for you.” ]
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