Who are DPV CPAs Ideal Clients?. You know Dan always starts with a joke

Who are DPV CPA’s

Ideal Clients?

You know Dan always starts with a joke . . .

DANIEL P. VIGILANTECPAs & PROFITABILITY CONSULTANTS

is . . .

A full-service accounting firm offeringBookkeeping, 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 client’s 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 e-mail 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 1.5-2 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 ideawhat 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 BonusDPV 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

Call Us Today! (973)605-1212