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Even&Better
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- 2. How we gotto 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 areEven & 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 & BetterAdvertising • 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 ONEStop • 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 • Selectthe 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 & BetterBookkeeping 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 • Weneed 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!