Updated: Jun 2, 2019
Simplify, Save and Soar with Accounting/Tax Concierge Services
Three weeks ago, I received a call from a client who was in desperate need of my help with her business accounting functions. Usually, she and I would setup a time to talk to review her business finances. However, this time she said she really needed my help and would prefer to meet in person. I agreed. She gave me cities and dates where she would be and told me to pick a city. I booked my flight and off I went to Florida to assist my client.
Most individuals believe they have a high level of financial knowledge, but in actuality, many are over their heads. In fact, they are not sure about their current fiscal trajectory, they are uncertain about tax implications of significant purchases, and they most certainly don't know what to do if they are audited by the IRS.
The average CPA has hundreds of clients pulling them in various directions and is often unable to give personalized financial advice. I saw within my own business how my clients would benefit from my one-on-one personalized financial service so I created a concierge accounting/tax services model. The results have yielded three considerable advantages to my clients.
Personalized Financial Statements A personal financial statement gives the client a detailed snapshot of their financial picture so they can compare and gauge if they are on target to meet their goals.
Save Money and Time Concierge tax service offers advice whenever you need it. That's especially useful when you're considering a transaction that could have massive tax implications.
If you work with a concierge accounting/tax expert, you can find out the long-term impact of each option before you sign on the dotted line. You will have access to money-saving advice whenever you need it no matter where you’re located.
Reduce IRS Stress Did you know that the risk of an audit rises with your income? Having a concierge tax expert on your team means you'll not only be prepared for the possibility of an audit, but you’ll also be protected.
Bottom Line Hiring a concierge accounting firm provides premier service to individuals and businesses. Clients will value the personal financial statements, ongoing support and advice, IRS audit protection, and one-on-one face time. If personalized financial and tax information is essential to your financial future, then consider choosing a personal concierge accounting firm for your tax needs.
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