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Jun 23rd, 2026
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  1. Take a look at the client brief first. what exactly is the client saying? What do they hope to accomplish? What points are they looking to pass across to their target audience? Now, how do we approach this? What angle, relevant stats data points do we need?
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  3. Think through all these questions, both those above and in the note, and figure out how we can handle this. Map the flow for the article.
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  6. Note: "Associates in Accounting, CPA
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  8. 502-451-8678
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  10. Direction: Wide range of accounting services, built on a progressive model that drives growth and profit for businesses.
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  12. Client brief: "For clients who are focused on making their company more profitable, we offer four main services, in a progressive model that builds on each other.
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  14. 1. Develop a budget and monitor actual results against the budget. This should be something that is done with follow-up by the CM each month to point out variations from budget, both good and bad. One time fee for putting the budget together and regular monthly fees for the reporting and follow-up.
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  16. 2. Revenue improvements through modeling and tracking – most clients don’t really evaluate the profitability of the various revenue streams that they generate through their businesses. Creating a model of the revenue per type of service or product, the related cost of that service or product and the gross profit generated can discover “good” and “bad” revenue sources. Changing amounts charged to customers, emphasizing more profitable products and services and finding efficiency reductions of costs of products and services can be methods used to enhance profitability. One time service to develop the revenue model and ongoing fees to monitor changes and discuss with client on a periodic basis.
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  18. 3. Expense improvement – review sales/general/administrative/overhead expenses to determine which are excessive and can be improved. Concentrating on the biggest expenses in a business and finding ways to reduce those expenses will improve the bottom line. One-time fees to review the expenses and develop targets for improvement and ongoing fees for monitoring and discussing improvements.
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  20. 4. Key performance indicators (KPI) development and monitoring – every business has a few key indicators that are critical to overall performance of the business. Determining those (often as a result of the services indicated above) and monitoring against goals are an efficient way to improve profits. One time fees to determine the KPI’s and their targets – and ongoing fees to monitor and discuss.
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  22. Relevant AIA Services:
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  24. - Bookkeeping
  25. - Bookkeeping Review
  26. - Budget and KPI Tracking – in development
  27. - Cash Flow Management – in development
  28. - Monthly/Quarterly Planning Meetings
  29. - On-Site Bookkeeping Prepared Financial Statements
  30. - QuickBooks Training/Software Training"
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  32. So the question is:
  33. what's the story here?
  34. Why should people care?
  35. What people is the service aiming to solve?
  36. How do they solve those problems?
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  38. Content from clients' website:
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  40. Imagine an accounting firm that can prepare taxes while also teaching and empowering its clients to grow their business to places they never dreamed possible.
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  42. Our team of financial experts assist you with all of your businesses tax and financial planning needs."
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