Accurant does what we do to assist small and medium sized businesses to better manage their internal accounting systems to insure that ownership/management has the proper financial tools to run their business. Also, we are here to assist those owners/companies and individuals with preparation of their tax returns.
I have been in the accounting industry since 1989. I spent about 5 years in public accounting, about 8 years in private accounting, and have been doing consulting work since 2000. I received by BA from St. Thomas in 1989 and passed the CPA exam in May of 1990. I'm a lifelong Minnesotan and enjoy time at our cabin, playing golf in the summer and spending time with family and friends.
Since I'm also a small business owner, I understand their concerns about their business. I have "been there done that" myself and can guide owners with their decisions. I have had many hats through my public, private and consulting days and, I believe, can offer great insight into what it takes to make a business successful.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. When was the last time you reviewed your company financials? Should be within the last 30 days.
2. Do you know what you should expect to receive from you finance/accounting department each month, quarter or year?
3. Are there any special projects that aren't getting done with which Accurant can assist?
Describe How You Would Like To Be Introduced Via Email
Probably the best way would be - Dear [insert name], I think John Heutmaker from Accurant may be able to help you out with the needs that you have. I have added John to this email; feel free to reach out directly and see if John is a good fit. If he can't help you, he will do his best to find someone that can.