Your Business Matters Affiliate Program

Take Control

The tax preparation business isn’t what it used to be. Trying to utilize modern technology while integrating all of our clients’ financial needs has significantly complicated our job.

Our clients expect us to help them with all of it.
In fact:
84% polled want you to help them with their will/trust.
68% polled want you to solve their insurance needs.
83% polled want your help with their 401k and mortgage.

Our clients count on us to know more, offer more, and do more. If you don’t, others will try to take advantage of your clients.
Your clients need protection from…
High priced attorneys over charging and under performing.
Greedy insurance agents.
Unscrupulous investment and RE loan salespeople.

Protect your practice while protecting your clients by offering the right solutions, tools, and technology.
All of this can be accessed in one place to service your clients and add value to your business.

Your Business Matters, Inc. was created by accountants for accountants to help accountants better serve their clients’ needs.
Your Practice

For Issues That Don’t Require
The High Price Of An Attorney

Proud to provide professional, affordable legal document preparation services.

Revocable Living Trusts / Wills
Incorporations and Entity formations
Powers of Attorney
Bankruptcy
Divorce/Legal Separation

And more…

Why It Works
How It Works

Cost Effective – Documents are prepared by qualified professionals for a fraction of the price.
Quality – The end product is finished with a higher degree of confidence and accuracy than any current online solution.
Speed – Documents are returned to you within 7 to 10 business days.
First we train you.
You interview your client, complete Needs Worksheet and submit to YLM.
YLM’s Staff prepares appropriate legal documents ready for signature and action.
You get paid.

Your Protection Solution

You are already a part of your clients’ life, so help them protect it.
As an Affiliate Planner, you can help your clients with homeowners, auto, health and life insurance.
These are services they already need and currently pay for. Now they can receive it from someone they already trust – YOU.

Why It Works
How It Works

Your clients get all their

insurance needs handled
from the professional they
trust – YOU.

Access to the most

competitive insurance
products on the market.

Ongoing residual income.
First we train you.
You complete the Needs

Worksheet and submit to a
California Licensed Insurance
Broker at YIM.

YIM prepares insurance

solutions ready for client
approval.

Client applies for coverage.
You get paid.

More is Better

Your clients are looking for answers.
They work hard to build their financial future but, they need guidance when it comes to:

Retirement planning
Education planning
Mortgage disposition
Asset management

Most importantly, they need someone who has their best interests in mind – YOU.

Why It Works
How It Works

First we train you.
You complete the Needs Worksheet with your client to identify their specific financial needs.
Submit the Worksheet to YSM’s Certified Financial Planner, YSM prepares financial solutions ready for client approval.
Client completes requisite action plan.
You get paid.
Maximize your client’s return, while minimizing risk according to theirrisk profile.
Speed your client’s progress to financial independence.
Ongoing residual income.

Created by accountants for accountants.
YBM solves operational problems:

Automated tax appointment calendar
Appointment reminder notes
Office directions, “what to bring” lists

YBM enhances clients services:

Annual personal balance sheet
Annual personalized tax plan

YBM also provides you:

Marketing manual (building your business)
Human Resources manual (building your team)
Operations manual (building your systems)

Your Practice

Your clients expect it, you want to provide it-
we can help.
Call us today to find out how.
www.yourbusinessmattersinc.com
949-766-0209
williamh@yourbusinessmattersinc.com