Presentation on theme: "Who are DPV CPAs Ideal Clients?. You know Dan always starts with a joke..."— Presentation transcript:
Who are DPV CPAs Ideal Clients?
You know Dan always starts with a joke...
DANIEL P. VIGILANTE CPAs & PROFITABILITY CONSULTANTS is... A full-service accounting firm offering Bookkeeping, Property & Tax and Profitability Consulting Services!
Silver Plan: Bookkeeping & Taxes All work done in our office Limited phone advice (return calls within 24 hours) Bookkeeping on regular basis throughout the year Annual tax planning - In last three months of year Year-end accounting & tax returns (corporate & personal) with free e-file Year-end personal returns Work with one of our bookkeeping staff
The Ideal Silver Referral ~Bookkeeping and Tax~ Waterproofing Company – They do over 1 million in sales – They have four different bank accounts for various functions and no bookkeeper on staff
Gold Plan: Accounting & Taxes All work done in clients office Unlimited phone advice (return calls within 24 hours) Accounting on a regular basis – During the year Year-end accounting & tax returns – Corporate & free e-file Year-end tax – Personal with free e-file Weekly with tax tips, etc. Monthly newsletter Access to web site Financial planning Analysis Tax planning – Ongoing throughout the year Work with one of our four account managers
The Ideal Gold Referral ~Accounting and Tax~ Manufacturing Company that makes Bevel edges for Formica – They do about million in sales – Father, son and daughter run the business – Dad runs the plant – Daughter does sales and marketing – Son does finances and bookkeeping
Platinum Plan: CFO on the Go Identify industry benchmarks & guidelines with comparisons to the business owner Implement or update industry benchmarks Comparative financial statements to previous periods & years Identify and establish profit centers Prepare budgets and cash projections Review inventory controls & make recommendations Review sales and marketing programs & make recommendations Assist in bank relations & bank loans
Platinum Plan: CFO on the Go Insurance and benefits review Tax planning, including help with audit proofing the business Bookkeeping if necessary to clean up clients books and records Accounting on regular recurring basis during the year Year-end accounting & business tax returns with e-filing Year-end personal 1040 returns with e-filing Unlimited phone advice and guidance Work with one of our team, including a bookkeeper, account manager and Dan Vigilante himself
The Ideal Platinum Referral ~CFO on the Go~ Medical Practice – They do 4 million in sales – Wife was the bookkeeper, the books were a mess and they had no idea what was going on financially
The Ideal Project Referrals The Annual Business Tax Return Client The Annual Individual Tax Return Client Special Projects done on as needed basis, including: – Buying or selling a business – Business evaluation – Estate plans for individuals – IRS and State of NJ audits – income, sales and payroll tax – Late/non-filer income tax projects – QuickBooks set-up
The DPV CPA Guarantee At DPV CPA, we feel so strongly about what we do that we offer you a If you are not completely satisfied with DPV CPA anytime within the first 90 days of service, all of your fees will be graciously refunded.
Referral Pros Member Bonus DPV CPA would like to promote each member of Referral Pros by profiling them in his weekly and monthly newsletters.
BNI Goals for the Coming Year 4 Silver clients – bookkeeping and tax ($14,000) 6 Gold clients – accounting and tax ($54,000) 2 Platinum clients- CFO on the go and tax ($48,000) 12 one-time tax business or individual clients or estate or trust ($15,000) 24 Total referrals who become clients (or 2 Quality leads per month) Total BNI – goal dollars for year: $131,000