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Be an Odd Duck: Work on, Not in Your Public Accounting Practice
- 7. Service Offering & Business Snapshot Brief Personal Background My Business Story The 10 Rehab Projects Final 4 Keys to Business Success AGENDA
- 8. Bowman & Company, CPA, PC Practice Profile Bank Statement Activity 64 CBS 1 Check Register 3 Duplicate Checks 80 Electronic 3 Excel Spreadsheet 6 Other 10 Paper Checks 0 Peachtree 0 Quicken 4 QB 56 224 Client Accounting System Attorney 7 Bakery/ Food Sales 2 Consulting 21 Government Contractor 4 Gym 1 Information Technology 5 Manufacturing 1 Marketing 1 Medical Professional 53 Non-Profit 8 Other 17 Property Manager 1 Real Estate 9 Retail 13 Sales 2 Service 64 Trade Contractor 11 Wholesale Sales 4 224 Business Type Yes 29 No 195 224 Provide Bank Rec Yes 138 No 86 224 Saleable Business 1040 1 1065 29 1120 11 1120F 0 1120H 2 1120S 122 990 6 Sch C 53 224 Business Return Avg Sales Volume $498,367.34 Avg # of Employees 4.82 Avg Age of Client 49 Avg Yrs in Business 10.93 Avg Yrs as Client 6.00
- 10. Our Business Numbers Monthly Clients Payroll Clients Individual Clients Number of Clients 220 126 337 Monthly Billing $65,107 $23,760 $286,642 Avg Fee $295 $159 $850/tax return $/bkpr hr $335 $198 $370/hour *as of 12/31/20
- 13. Tools of Our Trade
- 17. THE
- 29. TAX PLANNING
- 45. A F A B
- 61. TIMELINE 1913 2001 2008 2017
- 63. 2001
- 64. 2001-2008
- 65. 1987-2008
- 66. 2008
- 67. 2008-2017
- 69. 2017
- 70. Tom’s Top 10 Rehab Projects 1. Draft 2. Client Accounting Manual 3. Hiring System 4. Incentive Pay 5. Support 6. Firm Metrics 7. Standard Service Offering 8. Fixed Fee Structure/Weekly Collection 9. Systematic Market 10. Delegation
- 72. Clients Bank My Bank
- 77. BOOKKEEPER – If you are good with numbers, personable and hardworking, we will train you to provide bookkeeping and payroll services for small businesses. Start at $000,000 plus productivity bonuses. Call 123-456-7890 ext. 222 (City)-area CPA firm.
- 92. Firm Metrics 1. $’s per bookkeeper hour 2. % Complete 3. Back Work Month’s 4. Production Reports 5. COGS 6. Net Profit %
- 97. Systematic Marketing 1. Cold Calling 2. Tele-Marketing 3. Salesperson 4. Appointment Setting Services 5. SEO 6. Social Media Dynamics Marketing (Stacy Somerville) www.dynamicsmarketinginc.com ssomerville@dynamicsmarketinginc.com 701-797-2852 (Currently charges $28 an hour)
- 98. "even blind squirrels find some nuts"