LOOKING FOR ADVICE YOU CAN TRUST FROM A LOUISVILLE BUSINESS ADVISOR?

WE GET IT. AND WE CAN HELP.

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

Part-time CFO Services

You Get All the Benefits of a Full-Time CFO…
At a Part-Time Price!

At some point, your business will reach a point where it would benefit from the advice of a full-time Chief Financial Officer, but you won’t quite be ready to spring for the near $100,000 price tag (plus bonuses and benefits).

Congratulations if your business has reached this point!

We are pleased to be able to offer you the benefits of a CFO without the hefty price tag. Our part-time CFO services provide you that valuable financial advice at a fraction of the cost – a perfect bridge for this stage of your company’s growth.

With our part-time CFO services, you can expect to see…

  • increased ease at knowing an expert is on the team overseeing and protecting the financial side of your business
  • more time to focus on your business growth – developing new services, attracting new customers, and dealing with other core business issues.
  • an enhanced understanding of the financial side of your business, giving you the power to manage the hard and true numbers of your financial picture to obtain the best benefit for your business.
  • an expert to help guide you through tough business decisions and to help you clarify your business plan.
  • a specialist who will train and manage your accounting staff, leaving you with one less aspect of the business to absorb your valuable time.
  • enhanced budget preparation and monitoring.
  • profitability analysis per type of products and service lines your business offers.
  • tips and strategies for saving on taxes.
  • assistance in long-range planning and the development and prioritization of goals.
  • better cash management.
  • a dedicated member of your team to interact with bankers, attorneys, vendors, etc.
  • someone to review and negotiate everything from insurance policies to financing options and rates.
  • the development of accounting procedure manuals.
  • implementation of collection advice policies and procedures.
  • analysis of everything from equipment purchases to expansion plans and mergers and acquisitions possibilities.

LET US HELP:

Dear Friend,

I hope you’ll forgive me for being blunt.

I am Kevin Roberts, I’m a CPA and realize that you may not be used to seeing a tax professional talk like this. It’s not my intention to offend (I’m actually being very careful with my words–I am a tax professional, after all).

But I think you’ll agree that the times we’re currently facing require a little straight talk.

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

As a tax professional, it truly breaks my heart, knowing that just a few thousand, or even a few hundred bucks for us “regular guys” out of that vast pool of overcharging could make a world of difference–and they are just sitting there, unclaimed! And with the economy we’re facing now…it’s essential that the “right” professional handles your taxes and other financial matters.

You see, all tax professionals are not the same. From the “discount” chains (notice the quotes) to classic accounting firms, most fly through tax season in a disorganized mess–bleary-eyed and hopped-up on caffeine. It’s no wonder that they treat you like a number and lapse into excuses and tax-talk. (I told you that I would be blunt.)

I’ve put more of my thoughts on these matters in free reports:

Click the button on this page to request either of these free reports from us, and we’ll rush your copy to you immediately. Feel free to poke around our site and discover why I’ve been called “The Most Trusted Tax Professional in the Louisville Area.”  Talk again soon, Kevin Roberts, CPA

PS–When you grab either of these free reports, we’ll also add you to our weekly email series on “Real World” Strategy (for individuals). Our readers enthusiastically forward these to their friends and peers all the time, and they’re not your standard “tax tips”.

PPS–Already ready to come in?

I don’t blame you…many folks are fed up with the other options out there. Our schedule is very full…but if you call us at (502) 426-0000 or Email Us, we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

Talk again soon,

Kevin Roberts, CPA

Ready to get started?