Building relationships with our clients requires trust, rapport and an atmosphere for an open dialogue. Lozano and Company uses a checklist to prepare for new client meetings and to facilitate information exchange. In a short time, developed relationships and good communication assist in a successful result. Here are some questions that generate dialogue with potential new clients. We have found this communication helpful when interacting with our business clients. LIQUIDITY-Do you currently have the resources to grow your business without experiencing cash shortages? Do yu annually budget for your expected cash requirements? PROFIT & PROFIT MARGINS- Do you know your Gross Margin, and is it comparable to your peers? Does your compensation system encourage increase in productivity, revenue and gross profit? SALES- Have you established sales goals for this year? Next year? Can you describe your ideal customer? Do you increase the degree of frequency of profitable transactions? BORROWING-In regards to your bank relationship are there any debt covenants or other issues that you have a hard time fulfilling? Are you able to obtain reasonable terms from suppliers? ASSET MANAGEMENT-Do you currently estimate the return on investment and set targets before purchasing new equipment, hiring new employees or adding new business lines? EMPLOYEES-Could you increase production without dramatically altering your workforce? Do you have a profile of an ideal candidate or each job in your company? TAXES- Are you paying more taxes then necessary? Are you aware of all the tax saving strategies unique to your entity structure? RETIREMENT AND ESTATE PLANNING-Do you have a quantitative and qualitative plan for retirement and providing for your family?
PLEASE CONTACT US FOR A COMPLEMENTARY NEW CLIENT MEETING AT NO OBLIGATION.... WE LOOK FORWARD TO IMPROVING YOUR BUSINESS. 714-9728337 ben@benlozanocpa.com
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