Robert Smith - Accounting

Member Profile

Member Bio

I am a workout and outdoors freak! I go to a group fitness class 3x per week. Hiking in the nearby mountains is a passion of mine. Nothing is like the outdoors. I love to travel and spend the fall watching my gamecocks play football 7x/yr

    Contact Info
  • Phone: 770-712-5123
  • Team: Downtown Woodstock
  • Introduced by Debra Brazell
  • Joined on 10/20/2017

Recent Comment

Communication: Structure

My business is structured to serve the financial and tax needs of business owners. I offer tax preparation, accounting and advisory services. The way my business is structured, I meet with clients on a periodic basis to discuss their tax and financial goals. These discussions create a window of opportunity for referrals.
Referrals are a mindset. To enhance a referral connection, I keep my team business cards and a referral record at my desk. When meeting with clients, having these documents available helps me to be conscious of referral opportunities. When my tax clients want tax saving ideas, I think of retirement and benefit planning. When discussing finances, I’m listening for services they can use to decrease expenses and operate more efficiently. On a personal level, I listen to client’s personal life events which may create opportunities for non-business-related referrals. When I mention these ideas, there’s a possibility of a referral connection.

Awards & Recognition

  • TeamCoOrdinator
  • VisitorCoOrdinator
  • MembershipCoOrdinator
  • MentorCoOrdinator
  • Orientation
  • InfoMinute Seminar
  • GateOpener 101
  • Best Client Workshop
  • 7-Minute Workshop Presentation
  • Filling the Filing Cabinet

Members Sponsored

  • Kathaleen Graham

Company Profile

Company Profile

My business is about helping business owners with their finances. What i enjoy most about my profession is meeting the interesting people pursuing their dreams!

    Company Contact Info
    Robert Smith, CPA
  • 3395 Sixes Road
  • Suite 2401
  • Canton, GA
  • 30114
  • Phone: 404-287-2742
  • Website:

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