My family moved to Georgia twenty years ago and to Roswell in 2020. The townhouse community allows more time for our healthy lifestyle which includes exercise, activity and of course the two dogs. I enjoy murder mysteries and word games such as Scrabble.
Member
404-383-5075
760 Old Roswell Road
Roswell, GA 30076
I focus on helping medical firms, and software and sales companies which have 3 to 30 employees. Our extensive programs help business owners in reducing debt, improving profits and managing the higher taxes with increased profits and we have programs .
Company
Development
Two ways I make it easy for my business owner clients and why they enjoy working with me :
1. The prospective client and I discuss their business and what services would be impactful for our client and how and why they would be impactful. I follow up with a proposal that specifically lists the Services to be performed, when they will be performed and the fees involved. 95+% of the time they know exactly what will happen, and it is easy for the prospect to become a client with our digital proposals.
2. I am available to the client for problems, challenges and questions they have. I ask them to always start with an email explanation. I can reply well by email, and always within a reasonable time. If not, then we set up a Teams meeting so I can share documents or hear why the answer I have not provided is not sufficient. The goal is for the business owner client to always feel in control and understand or know the Tax and Financial implications to help them make better decisions.
Referral Trigger Response
