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Client Update - quarterly newsletter |
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Revised Operations Policy
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| 1) | Confidentiality and document security. The financial information that clients have provided us is confidential information. Anybody who wants information about a client must first fax us a written power of attorney that is signed by the client and they must clearly describe the issue(s) that they want to discuss. We also maintain physical, electronic, and other procedural safeguards that secure clients' information in accordance with federal, state, and foreign regulations. Keeping our files current is a priority. Therefore, all documents will be shredded and electronic files will be deleted/erased from our system when clients stop doing business with us. Former clients will be considered new clients if/when they return. | ||||||||||||||||||||||
| 2) | Quarterly newsletter. This newsletter is on our website and it is updated every three months. Clients should log on to the website quarterly and get the latest tax and business information that will help them lower their taxes instead of waiting to hear about the changes (what's new) at the end of the year. | ||||||||||||||||||||||
| 3) | Sending documents. Clients can continue to use their choice of courier service to send us their documents. We recommend that clients notify us the same day that they mail us their documents. We have an account with FedEx and UPS whereby we can e-mail or FAX clients prepaid shipping labels that they can put on their packages and then call FedEx or UPS to pick them up. The Alternative is for clients to click on the link "client login" and use their social security number and password to gain entry into the secured portal. From there, they can input information into their file(s) and send it to us to complete their bookkeeping or tax returns. (Also see item #7 below.) |
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| 4) | Responsibility. We respect clients who are organized and who are cooperating with us to get the job done. We will honor our commitments under the law and we expect our clients to honor theirs. | ||||||||||||||||||||||
| 5) | Clients should select the industry that they are involved with. We serve clients in 15 industries. Each industry has its own webpage where we discuss issues that are akin to that industry. Clients are advised to read about the industry that they are involved with and avoid reading about the industries that they are not involved with. This is a professional website and the volume and complexity of the information herein could easily get clients confused. Readers who are looking for the latest gossip should go to Facebook, MySpace, and Twitter. | ||||||||||||||||||||||
| 6) | Telephone & voicemail. We expect callers/clients to speak to us when we answer the phone, or leave a message on the firm's voicemail. Some callers/clients have adopted a habit of hanging up when we answer the phone and they expect us to return their calls. Our business policy with regards to this situation is: "Calls will not be returned to callers who hang up when we answer the phone." We would prefer that they don't do business with us. | ||||||||||||||||||||||
| 7) | E-commerce (the internet and the world wide web). Clients' data are stored in a Cyber Cabinet (remote access). This system helps us respond to clients demands regardless of clients' time zones. This is also a business continuity plan to overcome major disasters. Through remote access, clients can log into our secured portal 24/7 and send us information from anywhere in the world. Our tax professionals can sit at home in any country and log on to our system 24/7 and process work for clients. (Also see #3 above.) Technology has changed the way modern businesses operate and we cannot ignore the benefits. If you have any objection about this method of operation, please send us your e-mail describing your concern. | ||||||||||||||||||||||
| 8) | What clients must do if they have reasonable questions or have a problem with the work that we have done for them. Please exercise your rights and call (718) 677-4006. It may be more convenient for you to send an e-mail describing your concern to Clembarry@aol.com. Clemson Barry oversees the entire operation and he can answer your e-mail from anywhere in the world. He has built this business and he takes customer concerns very seriously. | ||||||||||||||||||||||
| 9) | What clients should know about our services and pricing policy. We are tax accountants and Certified Management Consultants. Our services and fee structure are most suitable/economical for clients who want to engage us on a regular or retainer basis. We charge our clients on a case-by-case basis (project-by-project basis) in a similar manner to attorneys, doctors, and contractors. Clients are charged a flat fee or a fee that is based on results (performance-based compensation). Clients have always gotten what they paid for and, in some cases, we have exceeded their expectations. |
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| 10) | What if clients want us to render ongoing services to them? We render services to our clients on a case-by-case basis. For example, we give clients business consultation over the phone and they pay for the service on-line with their check or credit card. An array of services are listed on our website. |
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| 11) | History of the business
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"About the owner and founder" - click here
"Business hours, office locations" - click here
"Business taxes, accounting, and strategic planning" - click here