WHY DO OUR CLIENT’S
CHOOSE TO WORK WITH US
A. Small
Businesses choose to work with us because:
1. For
many of our business clients, we are the only persons they talk to on a regular basis,
which has their best interests in mind.
2. We
do not charge for telephone time, as we encourage clients to call us before an
issue becomes a problem
3. Though
we do not want to be seen as focusing on
fees, we have defined a specific target client that we have seen are being
extremely over charged by larger CPA firms, and are getting less service than
we offer for less money
a. In
2011 we were referred two business clients that were both paying $18,000 per
year to their CPA firms for strictly tax work. Both clients met with a junior
accountant once a year and had their business and personal tax returns
prepared. We are happily providing this same service, along with quarterly, in
person, reviews for 65% LESS in fees.
One of these clients recently told their consultant that referred them to our
firm that the best advice he ever gave them was to switch to our CPA firm.
b. If
you have a business that has revenue between $1 and $20 Million, you work with
a regional or large CPA firm, you do not need a certified audit, and you have
your own bookkeeper, we may be able to save you significant annual CPA fees, as
we did in the example above.
4. We
will customize our offering for your business:
a. For
clients that choose to use a manual accounting system, we can come to your
place of business, and update your financials, at your business site, or at our
offices.
b. For
clients that use a computerized accounting system, we can review your processes
to make sure you are getting the most from your system, and then train your
staff on any improvements we jointly agree to implement. Subsequently we can update
your financials on your system, at your business site, or via the internet on
your system from our offices.
c. For clients that desire to simply have
us prepare their business income tax returns, we can review your financials
quarterly to confirm/update your quarterly tax payments, and then prepare your
returns without extensions.
5. Small
Business Industries that we have Extra Special Experience than other CPA firms
a. Art
Galleries: As per Forbes Magazine May 2012, our client is one of the Top Ten Most
Powerful Art Galleries
b. We
have worked with Executive Office Suite Centers for more than 18 years
c. Production companies that produce
commercials, movies, TV series in The State of Florida, we can complete your
audit to get the 20% tax credit
d. Service
companies such as lawyers, engineers, doctors, and many others that need to
maximize their time with a CPA and minimize their taxes
B. Medium
to high income earners and net worth taxpayers,
choose
to work with our firm, because of our extensive knowledge and access to
experienced experts that work to keep you in compliance and paying the minimum
amount of taxes
C. Securities
and Futures Day traders, choose to work with our firm as we
are one of a few firms that have the experience and knowledge of the tax code
that has been exclusively written for day traders. Do you qualify as a day
trader? Should you elect mark to market? Should you trade in an entity? These
are questions we are experienced to help you answer.
D.
Trusts and Estates, choose to work with us as we can
competently prepare the trust and estate tax returns, and will work closely
with your attorney to make sure asset transfer, asset preservation. and
taxation are all addressed in your plan, according to your specific needs.
Roy F. Glassberg, CPA, the principal of the firm, has
been selected by many trusts to act as
their trustee, in conjunction with, and/or in lieu of family members, or
corporate trustees.
Client Recommendations
"Roy Glassberg has been our accountant
for almost twenty years since the inception of Regent Business Centers. Mr. Glassberg has been an intricate part of
Regent, not only as our accountant but also as a decision maker with regards to
our growth and expansion across the country.
His involvement with Regent became invaluable.
Over the course of 20 years Regent operated 18 locations
with over $24M in revenue without having to ever hire one bookkeeper, never
needing an accounting department, and getting the expertise of a 27 year
"outsourced CFO" for the cost of only $5,000 per year per location.
Regent was sold in 2012 and Mr. Glassberg’s involvement with
the transaction was paramount. I
continue to utilize the services of Glassberg CPA both professionally and
personally" September 5, 2013 David A. Nadler, Managing Member, Regent Business Centers
“I have worked with the CPA
firm of Roy F. Glassberg, CPA PA for over two years. Their attention to detail
and service has been exceptional; this service is a bonus over and above the
fact that their annual fees, as compared with our last CPA firm, are 65% less
than we previously paid. If you are a business that does not need a certified
audit, and would like to work with a firm that puts service first, then I
highly recommend the firm of Roy F. Glassberg, CPA PA.” August 21, 2012 Daphne Black, Principal at Black Electric, Inc.