The SASBA BankAccounting application allows SASBA processing centers to handle client fulfillment for your monthly small business accounting clients.
Can you profitably service small business clients?
YES! We have the solution — our BankAccounting application allows a SASBA processing center to process the monthly ‘compliance’ reports for your small businesses. Our processing centers receive data electronically and then accumulate the data (bank statements, credit card charges and cash payouts) and produce monthly reports which clients understand and USE! We produce a traditional trial balance when needed (either at the end of the year or when you need to do ‘CPA’ work).
Most small businesses see recordkeeping as a ‘necessary evil’ — we see it as an opportunity. Our BankAccounting application allows CPAs to remain focused on the high margin consulting and tax preparation — rather than providing ‘bookkeeper’ services at lower rates. It allows CPAs to serve even the smallest clients while still retaining professional billing rates.
You control the client (and also billing rates for the client). Why not take advantage of our processing centers to handle the monthly ‘write-up’ type work for as little as $75 per client (each month). Our monthly reports are simple (but comprehensive) reports that a client can use throughout the year AND also at year-end to quickly and easily provide information for the tax return.
The business analysis is where your CPA practice can distinguishes itself as the leading small business accounting, tax, and payroll company.
It is one of the things that make your CPA firm unique. No other accounting organization performs this analysis. The personal nature of our analysis further strengthens and enhances our reliable and affordable services. You can make a real difference to your small business clients because you know who they are and how they run their businesses. You and the client will work together to make their businesses more effective and efficient. For most small business owners, it is the first time a professional has spent this much time understanding their needs.
The time you spend with a client will earn you credibility, and earn their trust in you if performed properly. It is an investment in the future relationship between you and your client. Perform a successful business analysis and you will:
- Gain a comprehensive understanding of the business owner’s financial position.
- Earn the respect of your new client by having a foundational knowledge of the components of an IRS audit.
- Earn the loyalty of your new client, lessening the likelihood of losing the client to a competitor.
- Ensure referrals from the client. Referrals are the most effective marketing tool available and can be a key component in your marketing strategy by exceeding your client’s expectations.
SASBA will provide you the forms, checklists, and detailed written guidelines to properly perform a one-of-a-kind service to your clients.
One of the main purposes of SASBA is to build a membership within the CPA profession that will be able to encourage vendors to give members within SASBA a discount to use their products and or services
A great example of his benefit is what we were able to do within the franchise. CFOToday was able to get its franchisee a70% discount on a leading tax software system. Some of or franchisee that were previously paying over $5,000 for the system were able to decease their cost to less than $1,500. Within a year, we believe will begin getting the critical mass to be able to begin getting such discounts to our membership.
SASBA offers various training media of our proven systems and benefits for its CPA members. These are tailored to fit the needs of each and every member. From written materials to live Classroom discussions, you have the option to select your preference(s).
We introduce our comprehensive User Manual with detailed narrative and accompanying forms to help you incorporate our methods into your practice. All SASBA CPA members have access to this manual.
SASBA Webinars (live and taped) cover all facets of our systems. Whether viewed live or at a later time these webinars offer presentations reviewing our systems and also bring current issues which may affect your CPA firm to your attention.
For those interested in learning our systems face to face, we offer our Rapid Launch Seminars in various locations nationwide. Pease join us for an in-depth review of our systems and gain a complete understanding of our systems and the implementation of them into your practice.
Become a SASBA accountant and let us help you implement our Patent-Pending Referral Marketing Plan, click here to join the Referral Marketing Plan today (you pay no upfront costs to participate), and together, we will turn your clients into an army of advocates for your business.