Alan Epstein - Accounting

Member Profile

    Contact Info
  • Phone: 678-637-7058
  • Team: Perimeter
  • Introduced by Richard Epstein
  • Joined on 11/30/2001

Recent Comment

Referral Trigger for the week of August 17

Each client has their own unique set of needs so the cycle for my business depends on my client’s particular situation.
Some clients choose weekly services where we update the records every week. Other prefer monthly and we generate monthly reports for them. For others quarterly works best, while there are many clients who believe an annual visit with their accountant is all they need. I work with my clients to come up with a plan that meets their goals and budget. I stay in touch with them and let them know that if their needs change I am there for them and ready to help.

Awards & Recognition

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Team Recognition
  • Orientation
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Members Sponsored

  • Ilana Katz
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Company Profile

    Company Contact Info
    AE Financial Services, Inc.
  • 5555 Glenridge Connector
  • Suite 200
  • Atlanta, GA
  • 30342
  • Phone: 770-587-3846
  • Fax: 404-459-5896

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