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 P R O F E S S I O N A L . . . C O N T R O L L E R S

 

HOW TO USE THIS SITE (Advice to Associates)
by Adrian W. Hollander, C.P.A., CISA, CIA, CBA, CFSA,
President of COMPLUS Inc. – Professional Controllers

send e-mail to: complusgrp@aol.com

go to: How to Use This Site (Advice to Browsers)

 

The purpose of this site is to share information that we would otherwise have to send by fax or "snail-mail." We can now spend our time and money improving the content rather than reproducing obsolete "paper."

We want to help our clients to be more effective competitors in their markets. Our primary competitors are really individuals who are looking for full-time employment (where there really shouldn’t be a full-time job). We can do a better job for a lower price in this case. We should have a decided cost advantage over other accounting/consulting firms. They have higher overhead. Few other firms target our "market." We sell long-term, part-time. Most other firms sell short-term, temporary, full-time, project oriented work to larger companies than we prospect. When faced with "competition, RAISE THE BAR. The material here is intended to emphasize these differences and the resulting competitive advantages for us in our market.

This site will be undergoing improvement for a long time. The capabilities available on the internet are improving every few weeks. We are a constantly evolving entity ourselves. We’re going to try to help you keep up. We’ll share what we’ve learned how to do. Be bold; ask questions; stay in touch.

We are continuing to look for more ways to trade technology for "gasoline and tires." We want more "high touch" with more "high tech." We don’t usually charge clients for travel time, so encouraging the traditional on-site worker appearance paradigm time (especially for us) has little value. We can find better ways to "control" worker performance (and billable time).

We believe in full disclosure. See if you can find another firm that will share as much information. If there is something about us that you would like to know (and don’t see it, or can’t find it), just ask us; please telephone or send an e-mail. There is an e-mail reference on every page for your convenience. Please don’t be bashful. Submit constructive suggestions; they are very welcome. Compliments make us feel good, but they don’t help us to improve the site for you. Please tell us what you would like to see.

There are several ways to use the material of special interest to Associates on display in this site:

O…. Just read it and use it for reference.
O…. Just print the item as is.
O…. Download the item (with FILE, SAVE AS command) for editing with WORD.

 

go to: How to Use This Site (Advice to Browsers)

 

------- INDEX -------- Communities of Interest

  

PROSPECT

CLIENT

 

ASSOCIATE

APPLICANT

Associates

XX

XX

 

XX

XX

We are all seasoned pros. I’m sure that you will agree that our credentials are impressive. Check the material being displayed periodically. Send changes as appropriate. Please send pictures (or better ones). You can e-mail a .JPG file or send a photo for cropping and editing.

 

PROSPECT

CLIENT

 

ASSOCIATE

APPLICANT

 Checklist for Assessing Accounting System

 XX

 

 

 XX

 

When starting a new job, the most appropriate day-1 work is to take "inventory."

 

PROSPECT

CLIENT

 

ASSOCIATE

APPLICANT

Associate Agreement

 

 

 

XX

XX

This is the full text. We’re still working on better use of electronics. Applicants, for now, print it, sign it, and mail it.

 

PROSPECT

CLIENT

 

ASSOCIATE

APPLICANT

 Client Agreement

 XX

 XX

 

 XX

 

This is the full text. Associates, print it, attach rate schedule, get client’s signature, and mail it.

 

PROSPECT

CLIENT

 

ASSOCIATE

APPLICANT

 Rate Schedule

 XX

 XX

 

 XX

 XX

Two schedules: (1) for new clients, (2) for existing clients. We are a bargain. There are times when more may be justifiable. Definitely download this item and edit it with WORD to attach the appropriate material to the Client Agreement.

 

PROSPECT

CLIENT

 

ASSOCIATE

APPLICANT

 Interview Questions – Bookkeepers

 

 XX

 

 XX

 

We want willing workers and team players, who will stop short of being like a "lemming."

 

PROSPECT

CLIENT

 

ASSOCIATE

APPLICANT

 Interview Questions – Clients

 

 

 

 XX

 

We’re looking for a way to serve as an ally for the OWNER and a reason to start.

 

PROSPECT

CLIENT

 

ASSOCIATE

APPLICANT

Prospective Client Questionnaire

 

 

 

XX

 

This is a direct reference to the form accompanying "We Can All Sell of Each Other."

 

 

 go to: How to Use This Site (Advice to Browsers)

  send e-mail to: complusgrp@aol.com

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