*The Financial Performance Center (Founded by Peter Holtz, CPA) provides bookkeeping services to small businesses located in Lodi, Stockton, Modesto, Tracy, and surrounding areas, as well as tax preparation and tax planning.*
Critical Questions Regarding Your Accountant
Ask Yourself these Ten Critical Questions about How Your Relationship with Your Accountant or CPA should Work.
Below are ten critical questions you should ask yourself about your CPA, Accountant, bookkeeper, business consultant, and your whole financial process. These are meant to educate you on the items that history has proven over and over to be critical to the success of business owners. You got into business as an owner to be successful and after a great deal of research on business success and twenty five plus years of study and practical experience, I have boiled down the road to success to these critical ten questions. I explain each in a short video presentation that you should watch if you are really serious about taking your business to a point where it generates the success you desire and deserve.
TAX STRATEGIES TO SAVE YOU MONEY!
Does your accountant regularly tell you how to take advantage of money-saving, perfectly legal tax strategies that the IRS would rather you not know? WELL THEY SHOULD!!
HOW TO GET WHAT YOU WANT FROM YOUR BUSINESS
Does your accountant help you get what you really want out of your business? WELL THEY SHOULD!!
People go into business for themselves in order to be their a happy, independent person and forge their own path in life. Your accountant should help you do this. They should serve as your guide on the road to success...the Sacajawea to your Meriwether Lewis!
HAVE YOU OUTGROWN YOUR ACCOUNTANT?
Do you feel your business has outgrown your current accounting services provider? Is your accountant a bad fit due to poor communication? Can your accountant keep up with your business's growth and success? When to know when to make the change, and get the attention and help that you deserve! Your accountant should make your life easier, not more complicated! Your accountant should be your partner in success...and we can do that for you!
YOUR ACCOUNTANT SHOULD UNDERSTAND YOUR UNIQUE BUSINESS
Do you feel your accountant understands your business and gives you exceptional, tailored business advice on top of fulfilling their duty to minimize your taxes? WELL THEY SHOULD!!
It is our top priority to offer business advice and consultation- one of the most critical areas in which your accountant should be contributing to your success! We offer a solid background of business experience and are committed to broadening the traditional relationship between clients and their accountants. We are dedicated to understanding what makes your business different, and the relevant industry trends you face in order to formulate business plans and solutions to achieve all of your goals!!
YOUR ACCOUNTANT SHOULD REDUCE TAXES YEAR-ROUND
Does your accountant minimize taxes monthly, and not wait to look at your numbers until after the entire year is over? When often it is too late to save you any money? WELL THEY SHOULD!!
Reviewing your finances once a year is like trying to win the game after the final buzzer, when it is too late. It is critical to make money-saving plays during all four quarters.
We frequently review your books and work to reduce your taxes, and we are coached by some of the top CPA's, CFO's, and Financial Advisors in the country!
YOUR ACCOUNTANT SHOULD FOCUS ON YOU, NOT JUST ON YOUR NUMBERS!
Do you feel that your accountant really cares about your business needs and not just the numbers? WELL THEY SHOULD!!
Are your accountants willing to go farther than just crunching the numbers? You need someone on your side, you deserve to have someone vested in your interests. We offer that level of commitment to our customers, so contact us today!
MONEY-SAVING ADVICE YOUR ACCOUNTANT SHOULD KNOW
Does your accountant give you money-saving advice to help your business? WELL THEY SHOULD!!
We can help you put more cash in your pocket by utilizing little-known business concepts.
YOUR PRESENT FINANCIAL CONDITION AND YOUR FUTURE:
Does your accountant tell you about your present financial condition to help you have a better understanding of where you and your business are heading? WELL THEY SHOULD!!
YOUR ACCOUNTANT SHOULD HELP YOU GET AHEAD OF THE COMPETITION
Does your accountant regularly communicate with you to advise you on little known but readily available information on how to keep you and your business ahead of your competitors? WELL THEY SHOULD!!
We pride ourselves on attending nation-wide conferences and conventions in order to stay on top of evolving business trends, and we use our vast knowledge to help YOU! Contact us today to start benefiting from our expert financial coaching. Together, we can have a record as spectacular as John Wooden's...with you as Kareem Abdul-Jabbar, of course!
YOUR ACCOUNTANT SHOULD SAVE YOU MORE THAN THEY COST
Does your accountant save you more money than they cost? WELL THEY SHOULD!
How to survive and thrive in today's economy...
By taking a unique approach to hands-on accounting and having a more involved relationship, we can help save money and tailor our services specifically to you!
