By Accountants for Accountants. Featuring a new way to help your clients and add value to your practice!

1. Take Control

2. Problem #1
The world of tax preparation has changed
dramatically in the last 20 years.
But, your clients problems aren’t
all solved by April 15th.

3. Problem #2
This fast paced world is
full of people trying to
direct your clients for
their own gain!
Intentionally self-serving or ignorantly well meaning,
your clients end up being the ones who suffer.

4. To survive in business you
need to increase revenues
Problem #3 and decrease expenses.
You have to work smarter.
At the same time, you must
maintain your core tax
business.
But how?

5. Your clients want you to take control!
They trust you.
68% polled want you to solve their insurance needs.
83% polled want your help with their 401k and mortgage.
84% polled want you to help them with their will/trust.

6. They don’t know where to turn, what
to do, or who they can really trust.
They really just want
you to help them.

7. Your Business Matters, Inc. has created a
revolutionary financial services solution designed to
convert a small tax and accounting office into a
comprehensive financial planning service provider.

8. YBM solves operational problems:
•Automated tax appointment calendar
•Automated appointment reminder emails,
office directions, and “what to bring” lists
And more…

9. YBM enhances client services:
•Personal Balance Sheet
•Annual Personal Tax Plan

10. YBM also provides you:
•Marketing manual
(building your business)
•Human Resources manual
(building your team)
•Operations manual
(building your systems)

11. Join us by becoming an
Affiliate Planner of
Your Business Matters, Inc.

12. For Issues That Don’t Require
The High Price Of An Attorney

13. Proud to provide professional, affordable legal
document preparation services.
• Revocable Living Trusts / Wills
• Incorporations and Entity formations
• Powers of Attorney
• Divorce/Legal Separation and Annulments
• Bankruptcy
• Landlord-tenant / Unlawful Detainer
• And more…

14. How It Works
• You have access to training in YLM’s expert system.
• You interview your client, complete Needs Worksheet
and submit to YLM.
• YLM’s Legal Staff prepares and returns appropriate
legal documents ready for signature and action.
• You get paid.

15. Why It Works
• Cost Effective – Documents are prepared by a
qualified attorney for a fraction of the price.
• Quality – The legal work and end product are finished
with a higher degree of confidence and accuracy than
any current online solution.
• Speed – Documents are returned to you within 7 to
10 business days.

16. Your Protection Solution

17. • You are already a part of
your clients’ life, so help
them protect it.
• As an Affiliate Planner, you
can help your clients with
homeowners, auto, health
and life insurance.
• These are services they
already need and currently
pay for. Now they can
receive it from someone
they already trust – YOU.

18. How It Works
• You have access to training in YIM’s expert system.
• You complete the Needs Worksheet and submit to a
California Licensed Insurance Broker at YIM.
• YIM prepares and returns insurance solutions ready for
client approval.
• Client applies for coverage.
• You get paid.

19. Why It Works
• Your clients get all their insurance needs handled
from the professional they trust – YOU.
• You have access to the most competitive insurance
products on the market.
• You have ongoing residual income.

20. More is Better

21. Your clients are looking for answers.
They work hard to build their financial future but, they need
guidance when it comes to:
• Retirement planning
• Education planning
• Mortgage disposition
• Asset management
Most importantly, they need someone who has their best
interests in mind – YOU.

22. How It Works
• You have access to training in YSM’s expert system.
• You complete the Needs Worksheet and help clients
identify where they are, where they want to be, and
the best path to get there.
• After submitting the Worksheet to YSM’s Certified
Financial Planner, YSM prepares and returns financial
solutions ready for client approval.
• Client completes requisite action plan.
• You get paid.

23. Why It Works
• Maximize your client’s return, while
minimizing risk according to their risk profile.
• Better management of their debt, speeding
client’s progress to financial independence.
• You have ongoing residual income.

24. Your Tax Practice

25. Utilize our system to build revenue in your business while
providing additional value to your client.
Your Business Matters. Take Control.
www.yourbusinessmattersinc.com
949-766-0209
williamh@yourbusinessmattersinc.com