“Not your father’s accountant”

What makes us unique?

Thanks for visiting the web site. Presumably you are here curious about the services of my new CPA accounting advisory firm that just opened in New Jersey.  We intend to dramatically elevate the level of client services and value in our market. I now have the opportunity to incorporate decades of lessons learned working with a team of virtual service professionals into a new firm setting. My goal is to help you prosper in an increasingly complex and sometimes hostile financial environment. Please take a minute to consider these four points that set us apart:

1) RESULTS BEGIN WITH A WRITTEN PLAN – All of our work, even work performed without charge, is based on a written agreement that is customized to your own goals and objectives, preferences and specific situation. We know that written plans produce better results. This plan includes the specific results planned, the schedule, steps of the work plan, fees, and all other important details. I always draft this plan prior to the beginning of our work – at no expense to you – and then ask you to read, discuss and confirm it before we move forward. 

2) BASIC NO FEE SERVICES – I typically offer initial client work without charge. It is not because I am a nice guy (I am, but that’s not the point here). Rather, the purpose is to explore whether we are a good fit for an ongoing relationship. You don’t owe anything for the work I offer to do without a fee agreement. Giving away a lot of value online and in person is core to our strategy of finding and building the best long term business relationships. Plus, it’s just a great thing to do for the community.

3) BETTER COMMUNICATIONS – Good service and successful results depend on communications. Today this typically means a combination of phone, text, online chat and email. Increasingly, most of my ‘live’ meetings are on a video platform life Zoom. But the choice of communication platforms is always yours. Clients notice that the elevated level of communication makes all the difference.

4) PRICING BASED ON THE VALUE YOU RECEIVE – I am expensive… I’m worth it. My strategy in offering the best support available includes your own justification for the fee I charge. As our initial meeting is not fee-based, you’ll know if we’re a match by how we explore your needs. I’m known to be a hands-on accessible resource. My years of training include my CPA certification, as well as my broad-based MT and MBA degrees and multiple industry certifications. If you’re looking for a relatable expert, I come to the table with a myriad of experience that can quickly identify your problem areas and find the solution you crave. Finding the right practitioner is only as expensive as the results they fail to generate. Unfortunately, it is expensive to learn that not all advisers have the same knowledge and skills. When savings are realized that you had not anticipated, the cost to uncover that is priceless.

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Don’t rely our word alone. Check out other online information and client reviews.

Leverage the value of technology

Today’s technology makes it possible to rid yourself of tedious business bookkeeping chores, reduce your tax obligations, transform ordinary expenses to invested assets, and focus your attention on using the savings to work building long-term wealth. Let’s get started exploring the potential with a free discussion of the strategies that might work best in your specific situation to make this part of your core financial plan.

Privacy, security and efficiency must also be top priorities in managing your custom accounting solutions today. These must be designed into your everyday processes. You need more than an “after-the-fact” accountant to look back. Today’s environment requires a proactive forward-focused adviser with broad-based experience in security, government, and business trends.

You will find that my experience and positioning as a leader in the testing and implementing new technologies is an added value to help you achieve better results at lower costs.

Get Started

Schedule a free no-obligation discussion to identify the strategies that will ensure your best financial results this year.

3 thoughts on ““Not your father’s accountant”

  1. Took interest in your comment/article on TonyNovak.com with regard to Pennsylvania’s aggressive treatment of unreimbursed business expenses and the 100% audit trigger. Question- have you seen any evidence that taking the deduction (and the subsequent audit) triggers the DOR to “look back” at prior returns and audit those as well?

    1. Hi Ed: No, I haven’t seen that look back to prior years.
      But it seems that the state’s effort was pretty effective. The preparers I chat with are scared to take the deduction now.

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