Goldman Financial Services

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Description

Acquiring clients is a time-consuming process. We provide you with high quality, pre-screened clients. Maximize your billable hours while focusing on what you do best, providing excellent bookkeeping service, and enjoy the peace of mind of knowing that you will be part of a continual referral source network.

From our extensive experience, we have developed a proven process to improve enterprise efficiency and increase sales, profitability, and business valuation. The process is outlined below in four steps. The pace of implementation and our level of involvement are determined by the client. Plans are tailored to our client’s unique needs: we identify cost effective solutions appropriate for the client’s present level of business while enabling future growth. We think out ahead of our clients needs based upon our industry specific experience.

You may also choose to join our tax preparer referral network. We provide the back office packaging and send you the file to print. You can reduce tax season stress and bill under your letterhead. Please note: we will never solicit your client for services without your permission.

We collect the personal data that you may volunteer while using our services. We may also collect information about you from other sources, such as public records or bodies, or private organizations. This information is used to provide appropriate information about our services or to provide client support.

We help you to raise critical working capital to grow your business or help you to get a higher than industry normal valuation when and if you decide to sell. We understand that opportunities can present themselves quickly and can disappear just as quickly. We do not believe in high leverage or borrowing. There are times, however, that it is prudent to raise the capital to quickly seize the moment. We have a network of lenders and venture capital firms that look for selected entrepreneurs with vision. Your success is the only goal.

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