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Who are DPV CPA’s
Ideal Clients?
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You know Dan always starts with a joke . . .
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DANIEL P. VIGILANTECPAs & PROFITABILITY CONSULTANTS
is . . .
A full-service accounting firm offeringBookkeeping, Property & Tax and Profitability Consulting Services!
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Silver Plan: Bookkeeping & Taxes
• All work done in our office• Limited phone advice (return calls within 24 hours)• Bookkeeping on regular basis throughout the year • Annual tax planning - In last three months of year• Year-end accounting & tax returns (corporate &
personal) with free e-file • Year-end personal returns• Work with one of our
bookkeeping staff
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The Ideal Silver Referral~Bookkeeping and Tax~
• Waterproofing Company– They do over 1 million in sales – They have four different bank accounts for various
functions and no bookkeeper on staff
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Gold Plan: Accounting & Taxes
• All work done in client’s office• Unlimited phone advice (return calls within 24 hours)• Accounting on a regular basis – During the year • Year-end accounting & tax returns – Corporate & free e-file• Year-end tax – Personal with free e-file• Weekly e-mail with tax tips, etc.• Monthly newsletter• Access to web site• Financial planning Analysis • Tax planning – Ongoing throughout the year• Work with one of our four account managers
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The Ideal Gold Referral~Accounting and Tax~
• Manufacturing Company that makes Bevel edges for Formica– They do about 1.5-2 million
in sales – Father, son and daughter
run the business – Dad runs the plant– Daughter does sales and
marketing– Son does finances and bookkeeping
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Platinum Plan: CFO on the Go
• Identify industry benchmarks & guidelines with comparisons to the business owner
• Implement or update industry benchmarks• Comparative financial statements to previous periods & years • Identify and establish profit centers• Prepare budgets and cash projections• Review inventory controls
& make recommendations• Review sales and marketing programs
& make recommendations• Assist in bank relations & bank loans
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Platinum Plan: CFO on the Go
• Insurance and benefits review• Tax planning, including help with audit proofing the business• Bookkeeping if necessary to clean up clients books and records • Accounting on regular recurring basis
during the year • Year-end accounting & business tax returns
with e-filing • Year-end personal 1040 returns with e-filing • Unlimited phone advice and guidance• Work with one of our team, including a bookkeeper, account
manager and Dan Vigilante himself
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The Ideal Platinum Referral~CFO on the Go~
• Medical Practice– They do 4 million in sales– Wife was the bookkeeper, the books
were a mess and they had no ideawhat was going on financially
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The Ideal “Project” Referrals
• The Annual Business Tax Return Client• The Annual Individual Tax Return Client• Special Projects done on as needed basis,
including:– Buying or selling a business– Business evaluation– Estate plans for individuals– IRS and State of NJ audits –
income, sales and payroll tax– Late/non-filer income tax projects– QuickBooks set-up
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The DPV CPA Guarantee At DPV CPA, we feel so strongly about
what we do that we offer you a
If you are not completely satisfied with DPV CPA anytime within the first 90 days of service,all of your fees will be graciously refunded.
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Referral Pros Member BonusDPV CPA would like to promote each member of Referral Pros by profiling them in his weekly and monthly newsletters.
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BNI Goals for the Coming Year
• 4 Silver clients – bookkeeping and tax ($14,000)• 6 Gold clients – accounting and tax ($54,000)• 2 Platinum clients- CFO on the go and tax ($48,000)• 12 one-time tax business or individual clients or estate
or trust ($15,000)• 24 Total referrals who become clients
(or 2 Quality leads per month)
Total BNI – goal dollars for year: $131,000
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Call Us Today! (973)605-1212