Thank you for your interest in PADGETT BUSINESS SERVICES®’ BUSINESS GROWTH PROGRAM FOR PROFESSIONALS
Take Your Business Where You Want to Go...
SmallBizPros, Inc. d/b/a PADGETT BUSINESS SERVICES® 160 Hawthorne Park | Athens, GA 30606 (866) 729-8725 info@SmallBizPros.com | www.SmallBizPros.com 2016 PADGETT BUSINESS SERVICES®
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MN Reg #: F-4311
This advertisement is not an offering. An offering can only be made by a disclosure document filed first with the Department of Law of the State of New York or the appropriate agencies of the respective filing states. Such filing does not constitute approval by the Department of Law or any such agencies.
BUSINESS GROWTH PROGRAM FOR PROFESSIONALS
Join the Best ...to Be Your Best You have worked hard to build your business. But in an industry that constantly changes, it does not pay to simply maintain the status quo. As an experienced tax and accounting professional, you need to be able to operate efficiently, and plan effectively, to stay ahead. Let PADGETT BUSINESS SERVICES® help you do just that. Streamlined client focus. Top-line technologies and client acquisition strategies. Unmatched industry experience and expertise. It is all there for you to take advantage of, so you can be the best at what you do best: providing expert service and advice to your business clients. Join the Padgett community, and become an integral part of a stable and professional organization, while maintaining much of the control and independence to which you have grown accustomed. With our Business Growth Program for Professionals, we are not looking to change everything about your business; our goal is to help you make your business BETTER. We invite you to read on to learn more about this unique opportunity...
Rather than controlling your business, we help you take control of your business ... and your future.
The growth of the Padgett organization and our ability to help countless small business owners over the years has been truly inspiring. Today, we are excited to invite select tax and accounting business owners to benefit from our latest venture: our Business Growth Program for Professionals.
BUSINESS GROWTH PROGRAM FOR PROFESSIONALS
This exclusive program allows you to take advantage of a fully-supported network, as you:
• Retain much of your business’ independence and identity*
• Leverage established strategies and tools to attract new clients
• Maintain, even improve, the quality of work you provide your clients, while remaining up-to-date and industry compliant
• Plan for your future appropriately, based on your goals
* for qualified tax professionals
Take Your Business to New Levels...in an Evolving Industry Accounting services in the United States is an impressive $92 Billion industry1. And it is an evolving one that has become increasingly competitive. According to Forbes magazine, “the accounting profession industry is changing rapidly [and] accounting firms are going to need to make significant strategic decisions and implement effectively if they are going to succeed in a more competitive environment.”2 And, of course, in addition to increased industry competitiveness and ongoing regulatory changes, the tax code itself is also constantly in flux. Each year brings a new set of changes. In fact, according to the AICPA, “the complexity and uncertainty surrounding the tax code affects tax practitioners and taxpayers alike. As someone who works with it, you may not be surprised to know the code has reached nearly 4 million words and, according to one estimate, 4,107 changes to the tax code have been made since 2004, an average of more than one a day.”3 These continuous shifts in the industry put added pressure on tax and accounting professionals to do their jobs better, while remaining up-to-date. PADGETT BUSINESS SERVICES® can help you manage that pressure and responsibility – and better manage your business.
“ Age-old professional practices are converging with newer methods ... accounting professionals today need a wider range of skills than ever before to survive in an industry that grows more technical and international every year. Interpersonal and analytical skills ... are becoming increasingly important in accounting as well.”4
So, How Do You Stand Out and Stay Ahead? To remain ahead of the curve in the shifting tax and accounting environments, your business needs to be able to adapt to current realities. You need consistent access to a deep tax knowledge base, with solid guidance on managing changes in code and regulations and remaining compliant. You need to harness the power that comes from a reputable organization that has ample history, experience, and credibility within the industry. You need access to stateof-the-art technology and business building tools. This is where PADGETT BUSINESS SERVICES® can help. But the question then becomes: is all this possible to do, while maintaining the freedom, flexibility, and independence that you appreciate as a business owner? Can you still plan ahead – whether you are focused on business growth in the near term, or looking at succession planning or exit strategies in the not too distant future? The answer is YES. Padgett is all about improving the performance of independent tax and accounting businesses like yours. We help you grow and retain a client base within a market sector we excel in better than anyone: small business. We are the . We have seen just about every tax and accounting issue imaginable, and we have developed solutions to address them. We provide access to best-in-class tools, which allow you to focus less on tangibles and tactics, and more on high-quality, consultative services.
As a Padgett affiliate, you get more than just a name. You add the combined power of an established network. Better than continuing to go it alone, aligning yourself with Padgett through our exclusive program affords you unlimited access to our dedicated support team, as well as an existing network of business owners just like you who are operating Padgett offices across North America. Perhaps best of all, with the Business Growth Program for Professionals, we recognize the brand equity and reputation that you have built in your local area. As a qualified business owner, you can keep the name you have developed through your existing business. Adding “a PADGETT BUSINESS SERVICES® affiliate” designation to your current practice means you do not have to reinvent yourself or your business. You simply make your business more powerful. Planning for YOUR Future – No Matter What That Future Might Be. What this all means is that, with PADGETT BUSINESS SERVICES®, you can prepare your business for a range of future scenarios, based on your own individual goals. You can increase your business’ potential as you plan for further growth or, ultimately, retirement. You can build equity, peace of mind, and security for you and your family ...while still maintaining a reasonable work/life balance.
1. Accounting Services in the US: Market Research Report, December 2015. http://www.ibisworld.com/industry/default.aspx?indid=1398 2. Russ Alan Prince, Forbes, January 2015. http://www.forbes.com/sites/russalanprince/2015/01/21/the-future-of-the-accounting-industry-in-2015/#32fd1cf75393 3. https://www.aicpa.org/Advocacy/Tax/Pages/ TaxReform.aspx 4. Wetfeet.com, “Industry Overview: Accounting,” December 3, 2012. https://www.wetfeet.com/articles/industry-overview-accounting
Expertise When You Need it Most Being part of a network that has its finger on the pulse of the industry, that is aware of ongoing changes in tax code even before they go into effect, and that is truly recognized by the small business accounting industry is a huge benefit to the tax and accounting business owner – and it is something you simply cannot achieve on your own. Put the Power of PADGETT BUSINESS SERVICES® to Work for You:
As part of the PADGETT BUSINESS SERVICES® network, you will be able to stay current on industry trends and data, and you can benefit from our voice on Capitol Hill and regular meetings with IRS executives. Yet Joining Padgett provides you more than broad-scale industry influence.
• Padgett corporate executives have served on numerous Internal Revenue Service Advisory Committees; and Padgett executives have been called to testify numerous times before both the United States House of Representatives and the U.S. Senate.
Being able to tap into the day-to-day knowledge of a team that is embedded in the industry, to benchmark your business growth against colleagues operating in the same space, and to utilize materials and tools that are truly state-of-the-art and designed to keep you at the forefront of tax and accounting practices – these are inherent benefits of joining an established system like the one Padgett offers.
• With active executive presence and participation in meetings in Washington, D.C., Padgett provides guidance on a regular basis to the tax and accounting industry as a whole.
• Considered small business experts, Padgett plays an important role in educating national leaders about small business needs, concerns, and the impact of changes in laws on those businesses.
When you join our program, you can draw
on all of Padgett’s influence and credibility and have access to real-time tax industry information; something that few other organizations can offer, and something that you can immediately apply to your business.
Our entire program is designed to give you the tools you need to:
• Padgett’s key executives have been named multiple times as some of the “100 Most Influential People in the Industry” by Accounting Today.
• Stay on the cutting edge of the industry • Stay ahead of the competition • Stay on course with your professional and personal goals
• Members of the AICPA, the National Association of Enrolled Agents, and other key industry organizations, we share many of the same capabilities and have access to much of the same information that bigger organizations do, but with a much more personalized approach.
Align yourself with Padgett and leverage our unmatched knowledge base, build on our unrivaled credibility, and use it all to your best advantage as your business evolves.
“Today’s environment is changing so fast and has too many risks to go at it alone. That’s why I chose to join Padgett.”
- Doug Burson, Padgett Franchise Owner, Missouri
Supporting Your Growth ... and Your Future With a history of supporting hundreds of franchise owners nationwide, we have adapted and customized a set of tools and services – tailoring them specifically to assist the experienced tax and accounting business owner. Here are examples of the support tools and functions we offer – to help you take your business where you want to go: Professional Marketing to help build your business, including:
• A newly revamped lead generation and client acquisition program designed to continually drive new clients to your business through multiple sources – from more traditional tactics to forward-thinking social media campaigns. • Access to templates for your client marketing efforts, such as professionally designed collateral materials, plus advice on the best way to use them. • Materials designed to aid in ongoing client communications and retention, including monthly client newsletter formats, and more.
Padgett can provide professional guidance at every stage; think of us as your back office, your research group, your troubleshooter for client issues, and your test market for new ideas.
State-of-the-art software and technology tools featuring:
• A state-of-the-art, comprehensive cloud-based system of accounting, payroll, record keeping and client management, at significant savings from the cost to non-affiliated practices. • Full on-line, 24/7 access to all our operations and educational materials, support tools, and more. • Access to an exclusive service program you will be able to offer your clients, Reality Check®, which helps your clients understand how their businesses are doing compared to other similar businesses. Comprehensive, flexible professional development and educational materials, designed to meet the needs of accounting and tax professionals like you. We do not aim to reteach you things you already know. Our goal is to provide relevant information that suits your individual needs, addresses your particular goals, and sets you on a specific course toward the future that you envision for your business. Sessions and materials cover key areas such as: • Efficient business management (focusing on consulting small business clients, appropriate pricing strategies, etc.)
• Operational tasks (including the use of our approved software programs). • Client acquisition & retention (leveraging your personal style and individual strengths). Ongoing coaching and support, including:
• Practice management and business planning meetings to provide a customizable, proactive road map for your business’ future. • Specialized programs including Master Classes and our unique Growth Office program designed to maximize the potential of each and every office in the network. • The ability to dialogue with our entire team of support professionals and network with other office owners to share best practices, benchmark results, and ask and answer questions. • Continual access to a team of experts in the small business tax and accounting fields, including insight into changes in tax code, professional development requirements, industry trends, and more.
Complete accounting & tax practice-focused documentation, such as:
• Detailed manuals covering important functions for your entire business, from daily operational tasks, to current advice on tax preparation and payroll operations, and more. • Regular newsletters from the Padgett team, to stay abreast of what is going on within the organization as well as up-to-date on regulatory issues and changes that affect your business.
“Now I have more confidence in my day to day and my year to year business. I can depend on the future thanks to the systems and support of Padgett. We have clear focus on that future.” –D ana Scheidecker, Padgett Franchise Owner, Colorado
Join the Next Generation of PADGETT BUSINESS SERVICES®: Face the Future with the Support of More Than Fifty Years of Growth Experience Since 1965, when visionary Walter Padgett first created an accounting and financial services firm that focused on helping small business owners grow and thrive, PADGETT BUSINESS SERVICES® has consistently demonstrated that growth knows no limits. We have changed a bit since that first office opening in Athens, Georgia over 50 years ago. We have grown into a network of over 200 U.S. locations, and nearly 400 offices globally, and have continually refined our operations and adopted new strategies and technologies. The benefits of connecting with a company with its own long history of growth and development are clear. Today, our mission is to help you make the most of your experience and expertise, and plan appropriately for growth in an everchanging industry. We believe that taking your professional business to the next level is something that is definitely worth exploring, and we know that if you take a look at how we help tax professionals excel, you will agree. Take the next step in learning about Padgett’s compelling program for tax professionals like you. Complete our Request for Consideration form and submit it to us for review. If you qualify, we will then work with you to determine the next steps toward joining our program ...and charting the proper course for your future. We look forward to continuing the dialogue with you.
– The PADGETT BUSINESS SERVICES® Team