Provide an overview of the services your firm offers, such as tax preparation, auditing, financial planning, business advisory, etc.
Explain the process for scheduling appointments or consultations with your firm, whether it's through phone calls, emails, or an online booking system.
Discuss any specific industries or client types that your firm specializes in serving, such as small businesses, startups, individuals, or specific sectors like healthcare or technology.
Provide a checklist of documents that clients should bring when meeting with your firm for tax preparation services, including W-2 forms, 1099s, receipts, and other relevant financial documents.
Assure clients of the measures your firm takes to maintain confidentiality and data security, such as encryption protocols, secure servers, and adherence to professional standards and regulations.
Explain your firm's fee structure, whether it's based on hourly rates, flat fees, or a combination, and clarify billing practices, such as upfront payments, installment plans, or invoicing after services are rendered.
Highlight any ongoing support or advisory services your firm offers to clients, such as annual tax planning, financial reviews, or business strategy sessions.
Introduce key members of your firm's team and highlight their qualifications, certifications, and years of experience in the accounting and finance industry.
Differentiate your firm by emphasizing unique selling points, such as personalized attention, industry expertise, innovative solutions, or a commitment to client satisfaction.
Address whether your firm has the expertise to handle complex financial scenarios, such as international tax compliance, mergers and acquisitions, forensic accounting, or specialized industry regulations.
