Ms. Beza has twenty-three years of experience in customer service and eight years of experience as an insurance agent. She has handled bookkeeping needs and studied at a California Regional Occupational Program. Ms. Beza is an expert at identifying customer needs, communicating effectively, and providing diligent customer service. Maintain independence as to our relationship with our clients and discuss any of these issues or questions with the owner of the firm. Supervise and assist the bookkeeper with your monthly clients. Review monthly financial statements for your section before giving them to the owner for final review. Handle new-client installations and backwork. Provide your clients with the proper consulting and tax planning as their needs dictate. Manage tax preparations for the businesses and personals in your section as well as for any year-end only clients that are assigned to you. Maintain organized income tax files. Give prompt attention to any additional projects/taxes delegated to you. Provide computer support to clients when needed. Offer training to client employees when needed. Take a leading role in expanding additional firm services to our clients. Help make the office a smooth-running and positive place to work.
Small business owners in many communities offer downtown trick or treat events. Take advantage of this opportunity to build your business reputation. Involvement in local events goes a long way with both existing and prospective customers—indicating a vested interest in your community. Find creative ways to make your business stand out this trick-or-treat season. We hope the following suggestions will spark fun promotional ideas:
October marks Women’s Small Business Month, and we are happy and proud to recognize women in business both locally and around the world. Successful business women of the past and present continue to forge new paths for female entrepreneurs. We celebrate all those who are breaking the glass ceiling and serving as role models and mentors to women everywhere.
For many business owners, September tends to bring a bit of a slowdown. The chaos of getting kids prepared for going back to school has passed, and a focus on saving money tends to kick in as people prepare for the coming holiday spend. Combined, this can often translate into a lull for business owners.