Sterck Enfield O'Neill accounting group, inc.
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 The Accounting Educator . from Your Financial Success Advisors 
October 2003, Number 1 
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Greetings!

Fall is "just in time" to act to make your 2003 tax as low as possible. Check out our feature article and its call for you to take full advantage of the recent changes to the tax code.

Also, look at the other articles in this newsletter which show you ways to increase your business's top line by meeting new clients and selling more to your current customers.

In this issue...
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  • Time for Strategic Tax Planning
  • What's Better? A Lead or a Referral?
  • Toast Your Loyal Customers... and Grow
  • Introduce Yourself and be Remembered
  • Is Your Accountant or CPA Worth Your Money?

  • What's Better? A Lead or a Referral?
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    "A lead is a contact that may come from any number of sources. This contact is generally not expecting your call," writes Ivan Misner in Entrepreneur.com.

    A referral, on the other hand, is someone who has been pre-qualified by one of your existing clients or contacts. The referral is looking for a service like yours and is expecting to hear from you.

    Ivan discusses types of referrals and how referrals are handled differently depending upon how much of an introduction you have been given by your mutual acquaintance.

    Take advantage of the referral sources available to your organization. Distinguish among the shades of referrals and give each the proper treatment.

    3 Shades of Referrals... »

    Toast Your Loyal Customers... and Grow
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    "Selling every customer only one item -- whether a business plan, a landscape design, a kitchen remodel -- is a precarious way to earn a living,' writes Rhonda Works in Inc.com.

    If you have to capture a new customer for every sale, you need a new business plan yourself. Why spend time and effort convincing strangers to buy your products or service when you already have people who know you and like you?

    Celebrate your current clients! Focus on earning repeat sales from them.

    Take a quick look at 3 ideas to earn income from your loyal customers while you overcome 3 blocks to asking for repeat business.

    Article details... »

    Introduce Yourself and be Remembered
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    While you value your current customers, you are also out meeting people, shaking hands, and hunting for new clients. You are networking, and so is everyone else!

    Does your introduction work?

    "The ideal introduction is brief and memorable--one that provides enough impact to arouse the interest of those to whom you're introducing yourself and get them to join your word-of-mouth team," offers Dr. Ivan Misner.

    Author of "Masters of Networking", Misner recommends five goals which will ensure that you are remembered as competent and professional.

    Make Introductions that Last... »

    Is Your Accountant or CPA Worth Your Money?
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    Are you satisfied with your current accountant or CPA? Do they provide you with the level of service, competence, and benefits you deserve? If not, your choice of CPA may be impacting your potential growth and success

    To help you understand what your CPA should provide, click on the logo to immediately download your FREE assessment tool THE PROFESSIONAL ACCOUNTANT'S $CORECARD which specifically outlines the skills, credentials, competence, and benefits every professional and business owner should demand from their CPA.

    More on this topic »

    Time for Strategic Tax Planning
    The 2003 tax law created opportunities for many businesses to legally pay less to the Federal government.

    Do not wait until the year is over -- when you cannot change your tax obligation -- to figure out how to take best advantage of the current law.

    Sterck Enfield O'Neill is offering seminars November 5th (in San Jose) and 6th (in San Francisco) to discuss highlights of the 2003 rules. Or, contact us for a one- on-one tax planning session.

    -- Geoffrey P. Kulik,
    Partner

    Tax Planning Seminar Details...

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