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Bryan L. Parker CPA, LLC
How do I get started working with Bryan Parker as my Quickbooks ProAdvisor?
Provide him with any of the following information:
1.
Inform Bryan of what version of the program you’re using, how long you’ve been using it, and how many computers use the program on a daily basis.
2. Share with Bryan what specific questions you have about QuickBooks. ProAdvisor’s are technical minded generally and are looking for problems to solve and this will help them to understand the nature of your issues.
3.
Plan to communicate how involved you want Bryan and his staff. Services range from an accounting technician to resolve a few hang‐ups or provide targeted training, to someone who will manage your accounting, make recommendations, and prepare your tax returns.
4. Tell Bryan how involved you or your staff plan to be in the consulting. If there are several errors that involve many transactions, will Bryan be the one to correct each one, or you, or your staff?
5.
Inform Bryan of how you use your accounting. Is it simply necessary for tax return preparation? Do you want to measure gross margin every month and determine employee productivity?
6. Tell Bryan how you currently rate your confidence in using and understanding the program and where you want to be. You may consider yourself a 6 on a scale of 10 and you don’t have an interest in getting better because you would rather manage your business than your accounting. You may consider yourself a 3 on a scale of 10 and you want to be an 8 so that you can be in control and manage your business through your accounting.
7. Help Bryan assess what your budget is for their assistance. Not in dollars specifically, but indicate whether you can’t be bothered and you just want it taken care of or that you have a specific budget in mind.
What questions should I ask Bryan Parker to determine if he is the "right fit"
for me and my business?
Try asking any of the following questions:
1. "How do you go about identifying what is wrong with my QuickBooks file, and how much might I expect to prepare for that initial investigation?"
2. "How are you able to demonstrate to a small business owner who is not an accounting professional, that the work you do has been executed correctly? How will I get comfort about your competence without knowing accounting and without knowing QuickBooks?"
3. "How do you distinguish yourself from other ProAdvisors on the site?"
4. "What are your rates? How do you bill for your services and what payment terms are available to your clients? Do you accept credit cards?"
5. "What do you require of clients to engage your services?"
6. "How would you assess your rate for services performed in relation to others providing similar services?"
Our Specialized Small To Medium Sized Business Services Include:
- Bookkeeping and record keeping, including computerized monthly or quarterly statements.
- Unlimited telephone consultation regarding accounting, taxes and business decisions.
- Form filing, including monthly and quarterly payroll and sales tax returns.
- Pick-up and delivery of your accounting records at your place of business.
- Tax planning and advice on changes in the tax laws that affect your business throughout the year.
Additionally, we have extensive experience in dealing with bank financing, business acquisitions or dispositions, troubled debt negotiations with vendors and/or banks, and can provide the hands-on experience of a CFO or controller on an “as needed” basis, savings you tens of thousands of dollars annually if you only have such needs on an occasional basis. Your investment with us is very affordable and you know up-front what your costs will be. Most of our clients are on either a monthly or quarterly retainer basis, which meets their budget. No matter how new or small you may be, we have a plan that fits your budget and your needs. Our promise is to give you the very best service, become part of your team, and to help achieve the goals you set when you started your business. We would be happy to meet with you at your place of business to show you specifically how we can help you as you grow. Through a low-key, 30 minute appointment, we can demonstrate how we have played a key role in the success of our clients businesses, and how we can do the same for you. You may contact us at (205) 664-1212 and we will be pleased to arrange an appointment at your convenience.
Thank you for your consideration.
We look forward to meeting with you soon.