The Accounting Educator from San Francisco CPA's Sterck Kulik O'Neill
The Accounting Educator from Your Financial Success Advisors
October 15, 2009
 
in this issue
  • 5 Ways to Help Your Salespeople Sell
  • The Flu and You
  • Save on Your Taxes Like a Finance Professional
  • How Newsletters Build Client Loyalty
  • The Rest of the News

  • The Flu and You
    H1N1 and seasonal flu survey

    We've all been told what we're supposed to do to prepare for the flu. But, are we going to do what we're told?

    Are you?

    Take our one-page informal survey and tell us your plans. We'll share your anonymous, real-world answers in a few weeks.

    We all went want to know what people like you (and us!) are really going to do about the flu.


    Save on Your Taxes Like a Finance Professional
    Tax planning

    In the Fall smart and successful professionals project what their year-end tax bill will be. Then they see if there are any actions they can take to make it smaller.

    These pros know that this is the sweet time of year to determine what tax-saving actions are available... and to take them.

    To help, we'll mail a 2009-10 Tax and Financial Planning Guide to tax clients by November 1st. We're also talking with clients who want to know if they should have a tax projection to assess the impact of new laws and their changed circumstances. If Sterck Kulik O'Neill can help with your questions, give us a call.

    Bay area business and individuals who are not tax clients are also invited to receive a free copy of the planning guide by clicking below.


    How Newsletters Build Client Loyalty
    Man reading newsletter on notebook computer

    Want a low-cost, low-risk way to put your name in front of your prospects? To remind existing clients that you're ready to serve them?

    All Business, a Dun and Bradstreet company, shares the secrets of creating a successful electronic newsletter in a podcast that covers content, focus, and the most common mistakes to avoid.

    Download the podcast or listen to the streaming audio. Start a quality eNewsletter and start building customer loyalty.


    The Rest of the News
    The Rest of the Stories

    Don't forget to visit our news page for regularly updated articles for your financial success.

    Today the news page talks about:

    • What tax breaks are officially ending this year?
    • Congress debates full agenda of tax bills
    • How do I report gambling, hobby and other miscellaneous taxable income?
    • The IRS revised procedures for automatic consent to change of accounting method

    ... and more stories to help you and your business.


    5 Ways to Help Your Salespeople Sell
    Geoffrey Kulik, CPA

    Selling is the engine that drives your business. So your salespeople are the engine drivers. If they aren't performing, then neither is your business.

    Training a sales team isn't a one-off event or a simple matter of showing them how your product works and saying, "Now - go sell!"

    Creating successful sales people is a process that begins with a proper induction on the day they arrive and continues with regular updates to their knowledge and skills as time goes by.

    Read more for some quick, effective ideas on how to help your sales force help you.

    Geoffrey P. Kulik, CPA
    Partner

    Use these 5 Keys to Sales Success »
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