About

• Who are your clients exactly?
• What happens if you haven’t yet worked with my type of business?
• How are you different from other advisors?
• What type of personality do you work best with and what is expected of me?
• For what type of business owner is this program NOT going to work?
• What exactly is The RecordsInOrder System™ and what does it include?
• Does this really work?
• What are the results I can expect?
• Can I contact some of your former clients?
• How quickly can I expect results?
• Based on everything I’ve read and heard about you, I know one of your Profit Consultants is who I want to have handle my taxes and financial records. What are my options for getting started?
• OK, I know which services fit my current business level. How do we get started together?
• If I’m not sure I’m ready to get started, how can I sample your work at low cost to see if it’s the right solutions for me?
• OK, I’m ready to do this for myself, but I have a couple of additional questions. Can I call?

Who are your clients exactly?

We work with people just like you in business for themselves, from several types of independent service professionals, health care professionals, salons, retail stores, ice cream stores, food stores, sales people, electricians, HVAC repair, glass companies, car dealers, to partnerships, small corporations, LLCs and family-owned operations, including farms, ranches, vineyards, and related industries

– just about any type of business you could mention under 20 employees — who are all really good at what they do, but had never before been fully and correctly advised about how to set up their financial and tax systems so they are ALWAYS up to date with accurate accounting, and their best tax position. That said, a partial list is below:

	Chiropractors		Glass Works Company		Repair Service Companies
	Ice Cream Stores		Physical Therapists		Network Marketers
	Retail stores		Health Counselors		Personal Trainers
	Sales organizations		Image Consultants		Photographers
	Grocery stores		Seminar Providers		Restaurants Attorneys
	Gas Stations		CEO Achievement Coaches		Insurance Brokers
	Medical Doctors		Marketing Consultants		Real Estate Agents
	Real Estate Investors		Massage Therapists		Real Estate Brokers
	Sales Consultants		Nutrition Experts		Multi-Level Marketer
	Salons		Electricians		Car Dealers
	HVAC repair

What happens if you haven’t yet worked with my type of business?

We have worked with thousands of clients in a wide scope of businesses and industries. Most likely we have worked with business owners in your field. Yet, we would share with you that if we haven’t, you are not at a disadvantage. Here’s why: people in business tend to make the same mistakes no matter what kind of business. They are lacking even many of the most basic tax strategies in addition to missing out on updated court cases, rulings and clarifications -- no matter what type of business they are in.

And the beauty of a corporate/LLC tax structure is that the smallest guy (who operates out of a small business corporation) can also have many of the advantages that the larger national corporations get. It’s about recognizing that and how to apply it to the smaller company.

And, for items specific to a business or industry, we have our own consultants, and virtually unlimited resources, to double-check on strategies and to remain updated on the latest new wrinkle.

What our clients find exceedingly helpful is that we bring a fresh perspective to the tax strategy process; one that is detailed and exact in how it applies to you and your business. And we use updated technology to assure accuracy, to record events and operations timely, and to disseminate information quickly.

We don’t just keep your tax and financial records in order, we help you improve your business profit along the way.

How are you different from other advisors?

We ONLY work with sole owners and very small businesses of 20 employees or less. In other words, we don’t consult for owners of mid-sized companies or large corporations. We refer those businesses to the larger tax firms with the big fees.

We are detailed and exact when we apply our systems. Yet our systems are flexible enough to accommodate your specific circumstances. We are available, and we communicate with you regularly and often.

What that means to you is that we are very focused on anything and everything that works for the smaller business owner – and each Profit Consultant has become a specialist at it. Because our focus is very narrow, what you get with us is no-nonsense, undiluted expertise on what works for this size of a business. And all RecordsInOrder Profit Consultants have the back-up of the seasoned professionals on our advisory board. We’ve simply become experts in our niche and that’s why our clients get great results (and we toss in a sizable dose of compassion, encouragement, and an easy-going attitude which we think helps!).

What type of personality do you work best with and what is expected of me?

The RecordsInOrder programs were created for business owners who know what they want, and who can recognize that our services are of significant value to any small business of 20 employees or less – that the benefits and advantages of clear, concise and updated records along with appropriate tax strategy and consultation are of greater value than the actual cash cost itself.

They were created for you so that we could put systems in place within a month or less (sometimes just weeks), which will quickly lead you to increased profits — and which nearly always results in immediate savings or a refund. In fact, most of our new clients file for some type of tax refund within the first six months.

Being high achievers and go-getter ourselves, we?ve been known to work best with other high achieving go-getters who want to focus on what they do best, and just want a profit consultant they know they can rely on to handle the accounting, tax and related items, no matter where they currently stand in their business.

With most of our programs, you can simply ask us to do everything for you, or you can get help at the level you need. No matter what, we’ll go the extra mile to make sure what you buy from us works the best it can for you.

For what type of business owner is this program NOT going to work?

Please know that we are selective in who we work with, choosing to turn away business owners who aren’t suited for our programs and won’t get the results for which they would have signed up for. (Though such situations are very limited, it wouldn’t be fair to engage with them because that could take away from our qualifying clients we serve).

The RecordsInOrder programs are NOT for those who have no money coming in and are financially desperate, at least not right away. Regardless, for part-time business owners, or those without the finances to engage, we can help you get informed about the basics without a great cost.

But for full-time business owners, it’s been my experience that people in financial crisis do not trust the recommendations we give them and do not continue to apply what we’ve implemented (probably because they spend so much time worrying about where they are going to get next month’s rent or mortgage payment.)

If you fall within this last category, you can still get to where you need to be. We’ve all been in times of financial difficulty or strain at one point or another. Everyone has to start somewhere. Help yourself out in the following ways:

1. If you think you’ve overpaid your taxes, you probably have. We may be able to generate some cash for you by applying our expertise to your open years’ tax returns (see next section).

2. Or, get some new money coming in with some source of income or financing, and then call us. This will take the edge off and provide a little more peace of mind.

3. Sign up for the free RecordsInOrder webinars by email (Click here to subscribe.) The free information will get you started towards getting things in order until you’re ready to work with us one-on-one. Doing these things will really help you get primed for our work. When you’re ready, call us and we’ll get you started. (We’re in no rush and we’ll be here when you need us.)

Another type of person we don’t work with is the chronic skeptic or the whiner, as well as individuals who consistently make excuses for not getting us critical information needed to implement strategies or to put things in order, or those that challenge every aspect of the program. If you are one of these people, we respectfully ask that you not call and hope you understand why. We’ll probably just not work well together and we wouldn’t want you to waste your time or money.

We expect every client to receive more use value than the cash cost when they follow the steps of our programs as we lay them out – and that just won’t work with the skeptic or whiner; besides that, such people tend to be a subtraction from the overall quality of our systems, and we don’t want that to take anything away from the clients we do take on.

What exactly is The RecordsInOrder System™ and what does it include?

All businesses are at least a little bit or somewhat diverse, and every business owner’s personal tax situation can affect how a strategy should be implemented. Every business has its own matters that are of high priority, and every business is run differently.

It takes a service-provider with unique combination of expertise and experience over a wide range of different types of businesses to fully understand that — and to have the know–how to implement a record keeping and tax strategy formula that works best for each individual business.

We combine the experiences and expertise of the Advisory Board members and our CPA Profit Consultants with our philosophy of high-level service so that you’ll get your best overall results, as shown below:

1. You’ll know your financial records are up to date and accurate. No matter the size or your business, one of our accounting options will work for you. Most business owners find out they are more efficient by just having us do it, with a presentation of the results of their business activity early the following month. Whatever it is you decide is best for you, your profit consultant will back you up, and it will simplify your life.
2. You’ll save money with your best legal tax position. We will examine exactly where you are positioned tax-wise right now. We will implement various tax strategies that we’ve used for many years, others we have added over time, and new strategies and tax incentives that have just surfaced due to tax law changes, court cases, IRS bulletins and rulings, and the like. Your Profit Consultant will also advise you of unique tax write-offs in your field of work that benefit you.

   Your Profit Consultant will also spend time reviewing your prior years’ tax returns, and will apply our expertise in identifying common errors of omission by your former preparer.

   He or she will also apply our 4 Key Refund Principles to determine if you are among the majority of businesses who are able to reclassify deductions, or accelerate write-offs currently for past business transactions — all items clearly supported by the aforementioned IRS regulations/bulletins/rulings court cases, and the like.

3. You’ll have peace of mind because your records are updated and accurate, and because you have money-saving tax strategies that are tax law compliant.

   Our check and balance system assures that your accounting record is accurate, and that it reflects clearly the tax strategies we employ for you.

   All tax strategies are time-tested, audit-tested, and/or compliant with the most recent IRS rulings, bulletins and regulations, or tax court cases.

4. You’ll save money on payroll and/or other related expenses. Often employees are keeping records in duplicate or performing record keeping or related services in an inefficient manner – because “that’s the way it’s always been done”, or because they just haven’t been taught a better way. Work expands to fill the time – so often employees make up something they think should be done, but isn’t at all necessary. Your profit consultant removes those items and saves you money with our own systems that process data faster and more efficiently.
5. You’ll know how to use tabulated figures from your financial records to better your business. First, if you or your staff are doing your own books, the information month-to-month likely isn’t as useful as it could be due to inconsistencies and errors. Second, you probably really don’t know what the numbers are telling you.

   You can improve that situation easily, and the minor expense is far outweighed by the major results we get for you.

   You’ll have a consistently updated report, on time. And you’ll have a Profit Consultant who can speak your language about what the figures mean.

   Think about it: what if you could find problems when they were small and squash them early?

   OR what if you could find more quickly your windows of opportunity and take full advantage of them?

6. You’ll be updated on new tax developments that affect your business. You’ve heard about new legislation on the news – but that’s just the tip of the iceberg. How does that apply to your small business, and what does it all mean? And what about court cases, IRS regulations re-written, new IRS rulings and bulletins? – These are happening daily. You may wonder, “what else am I missing?” Stay updated with our webinars, tax information lines, and newsletters regarding tax matters that affect your business, and that show you how to best use the resulting strategies that will best work for you. Most of these at no additional charge.
7. You’ll know where you stand on your taxes any time you want to know. Because your records are updated, and because your tax strategies are implemented and properly recorded by subscribing to Annual Tax Planning, your Profit Consultant can at any time determine your personal tax status as if the tax year is ending. Relieve stress by always knowing where you stand tax-wise.
8. You’ll be able to focus more on what you do best. You should be focusing on what you do best. We help you let go of those items that can be done more efficiently or cost effectively otherwise, and we’ll help with increasing efficiency for you and your employees, so you can use your valuable time to produce income or to manage other business operations that need your attention, or to have some time off for self or family
9. You/your employees will be more efficient.  It all adds up to tax savings, money savings, and profit increase due to greater efficiency and less cost.
10. You’ll be informed about other economic news that could affect you. Business owners need to take stock of what is going on in the economy, and of what is going on around their business. Almost everything and anything can affect your business – locally and worldwide. We stay in touch, so you can stay informed.

This is The RecordsInOrder System™ created after working with thousands of small business owners over the last 28+ years to help them increase their profit through accounting, tax strategy, and consultation.

In addition, you will learn hundreds of things to manage your business more easily, to make your time work for YOU, to work smarter not harder, and to take home more money from your business.

Does this really work?

Yes! The result of our work speaks for itself (Success Stories). We can honestly state that we have not worked with a small business owner where we have not saved them money, or taxes, or time and effort, or a combination of all the above.

What are the results I can expect?

Depending on how you engage with us, you could expect some or all of the following:

• We’ll implement, in DETAIL, the EXACT tax strategies that will work for your type of business and for you in your personal situation.
• We’ll put your record keeping into one of our systems to create reporting to you, or we’ll design a system just for you if we need to.
• We’ll review your tax situation for all open years (usually the past 3-4 calendar years). Most likely one of our 4 Key Refund Principles will net you a refund from amending a prior year, or you’ll have a further reduction in taxes when we prepare your next tax return.
• A regular, consistent financial report of how your business did last month – on time.
• An interpretation of what your financial information is telling you about your business. What you can use from your financial reports to manage your business better.
• Updates quickly on new tax legislation and how it affects you.
• What’s going on at the bigger corporation level that could affect how you strategize your own tax position?
• The latest word on tax saving strategies
• Reminders of the various tax deadlines and due dates
• Court and IRS rulings are becoming more liberal in the taxpayer’s favor – we’ll keep your strategies up to date with Tax Planning.
• Work smarter at building your business, not harder
• Receive more business tools for you to use
• Make more money than you’re making now, while enjoying being in business for yourself even more than you’re enjoying it now.

Can I contact some of your former clients?

Yes, we hope you will. Go to the Success Stories page and read all of them. See which ones you feel drawn to, either because the person has gotten the results you want to get too, or perhaps because that person is in a similar profession. Then feel free to email or call them and ask what they got from working with us.

How quickly can I expect results?

We expect results relatively quickly. Most of our new clients receive a tax refund or savings within months, many within weeks. All clients can expect a reduction in tax per dollar earned on their next tax return we prepare. We catch you up on back accounting work quickly – and we get you a monthly financial report readily and on time. We save you time, we relieve you from stress, we improve your peace of mind, and we increase your profits.

Based on everything I’ve read and heard about you, I know one of your Profit Consultants is who I want to have handle my taxes and financial records. What are my options for getting started?

Congratulations on making a decision for greater success! We’re happy to work with you to help you achieve your business goals.

To get started with increasing your profits, to relieve stress, make more money and have more time, click here to decide which services fit your current business level.

OK, I know which services fit my current business level. How do we get started together?

Great! One of the most prominent characteristics of successful people is that they take action. They’re decisive, and they move forward towards success faster as a result. We’re confident we will make a difference in the improvement of your business.

Here’s what you do: just click here to get going.

Or if you have a question, give our team a call at 1-888-492-4595 or email my team at info@RecordsInOrder.com and a Profit Consultant will be happy to answer any questions you have about getting started.

If I’m not sure I’m ready to get started, how can I sample your work at low cost to see if it’s the right solutions for me?

A way to sample RecordsInOrder System™ is by subscribing to the weekly email newsletter. “The RecordsInOrder” email newsletter provides you with proven tips, tax information, and other powerful information about business. Or just get started in one of our lower cost programs, and then go from there.

OK, I’m ready to do this for myself, but I have a couple of additional questions. Can I call?

Good, sounds like you’re ready to get started!

We look forward to serving you and bringing improvement to your business.

Let’s get going! Click here to get started.