Accounting Firm Introduction

1. Providing Leadership
and Guidance from a
CPA’s perspective

2. Vision and Business Model
 To assist small and medium size businesses with their back office needs so
they can focus on growing and running their business.
 Establish value and enhance client satisfaction with Upfront Pricing for all
engagements.
 10 Day job turn-around time, Happy Clients and Energized Employees
 Focus on Business Clients with year-round needs, versus once a year tax prep.
 Be a valued advisor to our ideal client’s.
 Be a great place to work that offers a compelling career path.

3. Larry Teal, CPA
Experience
 Started as a programmer (fifth employee) of a software company and became
COO as we grew to nearly 200 employees ending with the successful sale of the
company.
 Acquisition and Merger Project Manager for a wholesale distribution company .
 Controller for a manufacturing company in the paper and plastics industries.
 CPA Firm Partner focused on supporting small and medium sized businesses and
their entrepreneurial owners.
 QuickBooks Certified ProAdvisor for over 15 years.

4. Services we offer
 Tax compliance
 Full back-office support
 Budgeting, forecasting, cash burn rate and break-even analysis
 Financial and Key Performance Indicator reporting

5. Inspiring Business Item
 Recently assisted a new client whose accounting system was in shambles,
implement procedures and processes that now allow them to get timely
(weekly) and accurate financial reports by job and for the overall company.
 Now we can focus on improving profits and cash flow as well as implementing
some tax reduction strategies.