KA Lindow, CPA, PC

New client process –

1- initial phone call to discuss needs

2- Engagement letter completion for work requested

3- Review of work with client to make sure that it is completed, understood and everything is correct

BBA – Finance/Accounting

MBA – Management

CPA – Arizona and Michigan

Pricing for tax returns is by the form that is prepared in the complexity of the return

Pricing for accounting is either on an hourly rate or and agreed to fix price

 Development of 401(k) self-directed plans have fixed pricing

Initially hired by a CPA firm after completing college, then went on to spend approximately 1/3 of my career in industry and various positions including CFO of an Inc. 500 company ranked in the top 20% for growth. Have set up CPA firms in Michigan and my current firm was established in 2002 in Arizona.

I've worked with all types of clients –

 Individuals

 Partnerships

 Corporations

 Nonprofits

I structured a new client to set up a new business utilizing his self-directed 401(k) funds so that he could also work in that business and receive benefits. Upon sale of the business, the sales value would go back directly into his self-directed 401(k) plan for retirement.

First, develop and specify to the professional what exactly your goals and objectives are, then request from the professional what their approach would be in assisting you to achieve these results.

Clients need to understand and have defined the specific goals and objectives that they want to accomplish whether that be in completing an individual tax return and reducing the tax or in achieving the growth goals of their business while minimizing the tax and making the operation run very efficiently.