A Money Quiz for Businesspeople

YES NO
___ ___ 1. Are you paying the lowest taxes possible?

___ ___ 2. Do you know how to increase the cash flow in your business?

___ ___ 3. Do you know how to put together a package that will get you the loan you need?

___ ___ 4. Will you have enough retirement income to fund your retirement plans?

___ ___ 5. Do you know what your business is worth?


If you answered “yes” to all the questions in the money quiz, your business and financial affairs are probably in good order.

But chances are you answered “no” to one or more of the questions. You may also have that nagging thought in the back of your mind that you’re not doing all you could do to improve your financial situation. You’re thinking you should be paying fewer taxes, your business profits should be greater, and you should be getting advice on your pricing, buying new equipment, and speeding up collections on receivables.

Maybe it’s time we got together. We think we can do a lot for you.

The professional assistance you need to take the work out of wealth accumulation and running a business are just what we have to offer.

We would start by taking a look at the financial end of your business and the way it operates to be sure that everything is running as smoothly as it should and that your net profit is as high as it can be.

Then we’d have a look at your tax situation and work with you to do whatever planning is needed to minimize your taxes.

We would talk with you about your overall financial goals – business expansion, funding an early retirement, etc. – and see what needs to be done to reach those goals.

Providing that extra service to our clients is important to us. One of those extras is our quarterly client newsletter to help our clients stay abreast of tax cutting and money making opportunities. I’ve enclosed a copy of our latest issue for you, and I’d like to offer you a year’s subscription – absolutely FREE.

Without imposing on your time, I would like an opportunity to discuss your needs. Please call me, and we’ll plan to have lunch. Neither the lunch nor my time will cost you anything. If after our meeting, you feel we cannot be profitable for your firm, you certainly will not be obligated to us.

We look forward to hearing from you.

Sincerely,



Kenneth Reid, ATP, CPB, CPP
Certified QuickBooks ProAdvisor
Certified QuickBooks Consultant

MasterType Accounting & Business Services, P.C.
773-792-1910
mastertype@mabspc.com
www.mabspc.com