Are You a Good Steward of God’s Money?
Does Your CPA Care About More Than Just His Billings?
Does Your CPA Care About the Quality of Your Life?
Does Your CPA Care About the Quality of Your Retirement?
Just as in our Christian walk we are to surround ourselves with those who are wise, so is it in our professional lives.
Finding a CPA who can help with all substantive tax and financial management issues is essential.
The below is a sample letter we might send to a potential new client to begin to address all of their personal financial management issues. For even if we save tax dollars for decades, we need to help guide and direct you in being a good steward of God’s Money
It was a pleasure to meet with you both today.
For the next steps I suggest we get together and meet with a financial adviser who can gain information about you and advise on how they would handle your investment strategies.
Might I suggest we meet with Mr. Deric Governale of Edward Jones at (678) 546-6816
Give me a couple of times that might work for you and we will set something up and meet here.
Please bring along to the meeting a copy of your last personal return.
Have a great weekend.
John Dillard, CPA of His CPA, PC, 1940 Woods River Lane, Duluth, GA 30097 Phone 770-814-9304 www.HisCPA.com A Christian CPA Firm
Dare to Attempt Something so Great for the Kingdom of God that it is doomed to failure, lest Christ be in it!