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We find that most people need the benefits of our Small Business Tools package, but have some lingering questions. We have assembled a few of those basic questions here.
Who is NCH Wealth Advisors and why is it listed here?
I’m afraid that changing my Quickbooks and payroll is going to be very complex and time-consuming.
What other programs do I need to use Small Business Tools?
How can I trust you?
What can I expect from working with you?
How can you offer all of this for such a low price?
How do I sign up?
What if I have other questions before I get started?
Who is NCH Wealth Advisors and why is it listed here?
NCH Wealth Advisors is the full-service tax, accounting, and business services firm that provides the Small Business Tools package. Founded and operated by Certified Public Accountants (CPAs). You can find out more about us at our firm website: www.nchwealth.com
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I’m afraid that changing my Quickbooks and payroll is going to be very complex and time-consuming.
We know that you don’t have time to waste trying to implement new technology. That’s why we have you and your staff work hand-in-hand with an experienced implementation manager that will get to know what you and your business needs to get started right.
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What other programs do I need to use Small Business Tools?
Because our Small Business Tools are delivered via online software programs, you only need a high-speed Internet connection and an open Web Browser to use Small Business Tools.
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How can I trust you?
Trust is something we know is developed over time and relationship. Clients that have worked with us for many years have provided personal testimonials for others to read. Click Here
We are an established and reputable full-service tax and accounting firm, serving local businesses for over two decades from our main office in Southern California. Our organization is structured to be around for many more decades to come.
Our Certified Public Accountants (CPAs) are required to be active members in good standing of the AICPA, a national, professional association for CPAs. To maintain their licenses, our CPAs adhere to the highest ethical standards and complete extensive continuing education hours each year. You can find out more at:
www.aicpa.org
www.nasba.org
Our implementation managers and associated team members are carefully selected and individually trained to adhere to these same codes of conduct as they work with our clients.
In the end, we encourage you to talk with us. We don’t charge to answer your questions. We know that communication helps establish initial trust and how we respond to your needs will help complete the process.
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What can I expect from working with you?
First, we promise to deal with you with honesty and integrity. It is our professional commitment to all our clients.
Second, you can expect prompt, clear communication from us in language you understand. We return all calls within one business day, sooner if possible. Then, we will stay in contact with you while we work out your answers.
Third, we stay involved with you throughout your set-up/transition period. We make sure that you understand how our online tools work best for your business. After we get you up and running, we make sure you have the resources you need to stay in control. With access to business tax planning consultations with a qualified CPA, we help eliminate business tax surprises at year-end.
Fourth, when you need information and help beyond the scope of your Small Business Tools package, we will introduce you to our additional Small Business CFO services that provide you with the expert help, analysis, and advice you need – when you need it. (www.smallbiz-cfo.com)
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How can you offer all of this for such a low price?
We are able to keep our costs in check by utilizing timesaving internal systems and maximizing available technology. Our team-based services make provides appropriately trained associates to focus on implementation, keeping professional costs in line with experience and education.
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How do I sign up?
You will need a credit card to initiate your enrollment via our secure shopping cart. After that, we will want to receive the following from you:
A signed Services Agreement (download here)
Completed Business Questionnaire (download here)
Copies of the last two years’ tax returns for your business
Don’t worry, as soon as we receive payment from you, we will be in touch! We know that in the beginning, it’s overwhelming to think of transferring all your business information to a new system. Many people decide to wait to sign up because they think the process is going to be difficult and time consuming. In reality, getting started is easy if you enroll now and let us walk you through the process. The sooner you gain control of your business, the sooner you will be in charge of your future success.
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What if I have other questions before I get started?
We welcome your questions at any point along the way. Just click on “Contact Us” and choose how you’d like to reach us.
Some of your questions might be answered by visiting our other websites:
www.nchwealth.com
www.premiertaxcfoblog.com
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