Deret Financial Services Inc | Application Preview
Deret Financial Services Inc. is seeking government grants to fund a marketing initiative aimed at expanding its client base. The business plans to engage an agency for internet marketing to attract new clients. With an anticipated growth in clientele, Deret intends to hire additional staff, which will enable the company to offer new services, including tax preparation and consulting.
The application highlights a strong 17-year history of client satisfaction, supported by positive referrals from clients. The business prides itself on efficient operations that optimize time and resources for superior client service.
Deret distinguishes itself from competitors by being Intuit Elite certified, a credential lacking in many competing CPA firms. These competitors often send clients to Deret for expertise in QuickBooks tutoring. It emphasizes its competitive advantage through extensive bookkeeping experience, small business management expertise, and over 30 years of corporate training experience, setting it apart from local bookkeepers who may not possess the same qualifications.
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General Information
Business Registration Number: 26-0709324
Location: Lake Worth, FL, United States
Length of Operation: 11plus
Number of Employees: 1-10 Employees
Annual Gross Income: $100k to $250k
Annual Gross Expense: $100k to $250k
Open to Loans: NO
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Funding Usage
additional marketing: Acquire the services of an agency to do internet marketing to broaden the search area to find new clientele
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Business Plan
With the growth of the number of clients, an increased need of employees will be required. With new employees, I be in a position to add additional services to our mix, specifically tax preparation and consultation services. I have a 17 year track record of satisfied clients. Some referrals can be seen from this link: https://proadvisor.intuit.com/app/accountant/search?searchId=ted-deret As well, I run an efficient operation maximizing time and resources, resulting is maximum client service requirements.
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Self Identified Competition
My competitors are not Intuit Elite certified. Many are CPA firms, completely unqualified to train or tutor their clients in the art of Quickbooks. As a result, they refer their clients to me. There are other bookkeepers in the area who attempt to do what I do, but they lack: - extensive bookkeeping experience - small business operating experience - small business management experience - they are not Intuit Elite Certified (17 years running) - they are not seasoned corporate trainers (I have 30+ years of corporate training experience)
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Contact Applicant
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