Basically EVERYTHING you need to know about us!

1. Introducing!

2. How we got to be Even & Better
• Both Partners attained a Bachelor’s degree in
Accounting from Cardinal Stritch University
• Combined experience of over 25 years
– Small – medium sized business
– Various industries
• Certified QuickBooks® Advisor
– Installation
– Training
– Support
– Remote Access
• Technology Savvy

3. Why we are Even & Better
• Highest quality financial tools are provided
for sophisticated decision making.
– Business Planning
– CFO Analysis
– Budgets
• Personal commitment to complete
comprehension of our client’s business.
– Management Meetings
– Constant Communication

4. Our Proactive Approach
• Quarterly Newsletters
– Business deadlines/reminders
– Filled with information related to both individual and
business tax concerns
• Simplified Accounting Fees
– Service package offering
– Full-year customized proposals
– Monthly payments to improve cash flow
– No Surprises!!
• 100% Committed, Loyal & Trustworthy

5. Even & Better Advertising
• Networking is Critical for any Business
– We network with our clients
• Connecting your business with others
• Who else knows just as much about you
– We network outside our business
• Soho Biz Events
• Friday Morning Breakfast
• WCTC Events
• Facebook, Twitter, Linkedin
• YOU ARE ALWAYS INVITED!

6. Not Necessarily ONE Stop
• Referral Source for Business
– Personal recommendations on trustworthy
and reliable business resources.
• Insurance Agents
• Attorney’s
• Payroll Specialists
• Keeping each other accountable
• Keeping It Simple

7. Our Offer
• Select the most appropriate service
package for you and your business
• Choose a payment plan
• Sign a mutual commitment letter stating
the terms discussed so there are NO
surprises

8. Service Packages
Bi Annual
 Financial statements for period ending 6/30 due
by 7/31
 Financial statements for period ending 12/31
due by 1/31
 1-hour meeting for each of the two periods with
CFO analysis
 Year-end tax planning
 Remote Access
 $200 / mo.

9. Service Packages
Quarterly
• Financial statements for • Annual budget
period ending 3/31, 6/30,
9/30 and 12/31 due by • Quarterly newsletter
the end of the following
month • Discount on seminars
• 1-hour meeting for each • $275 / mo.
quarter with CFO
analysis
• Year-end tax planning
• Remote access

10. Service Packages
Monthly
• Financial statements for • Annual budget
each month due by the
• Quarterly newsletter
end of the following
month • 1 FREE seminar per
• 1-hour meeting each year
month with CFO analysis • Personal financial
• Year-end tax planning statement
• Remote access
• Access all records via
client portal
• $350 / mo

11. NEW SERVICE OFFER
• Bookkeeping service is now offered.
– Huge demand for part-time assistance
– Knowledgeable and personal
– Committed to scheduled appointment
– Customized procedures for easy transition
– $40.00/hour

12. Even & Better Bookkeeping Vs.
Employee
Even & Better, LLC Employee
Service Hours/week 4 20
Hourly Rate $ 40.00 $ 15.00
Gross Pay 160.00 300.00
Yearly Gross Pay 8,320.00 15,600.00
Employment Taxes * - 1,590.65
Insurance Expense ** 1,560.00
Total Annual Payout $ 8,320.00 $ 18,750.65
Annualized Cost Savings 44.37%

13. Our Recommendation
• We need to see our clients as often as possible
– Minimum twice a year
• Reduce the risk of paying higher taxes
– Monitor deductions and income fluctuations
• Communication and consistency will prevent
penalties and interest
• Tax Return Preparations are quoted separately
as part of a customized yearly proposal.

14. Just Plain Fun…
• We understand our success is based solely on
your success and happiness
• We want your experience with us to be fun and
professional
• We want to get to know you and your business;
it’s about the relationship
• We want to educate you on how to understand
your financial statements
• We want to help organize your business life by
taking advantage of technology
• We want to inspire you!