Perisho Tombor Ramirez Filler & Brown

Identify Your Needs

Identify Your Needs

Download, print and fill out the Identify What You Need From A CPA PDF document or view the tables below.

Identify What You Need From A CPA PDF Document
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Scope of Services

What services do you need?
Does the CPA firm provide these services?
If so, what percentage of the firm’s business is devoted to areas that are most important to you and your needs?

Services	Needed	Does PTRFB Provide Service	% of PTRFB's Business
Financial Statement Reporting	____	Yes	20%
*Audits*	____	Yes
Closely-held companies	____	Yes
Non-profit entities	____	Yes
401(k) or employee benefit plans	____	Yes
Public company	____	No
Government entity	____	No
*Reviews*	____	Yes	15%
*Compilations*	____	Yes	2%
Annual	____	Yes
Monthly	____	Not Generally
Tax Assistance	____	Yes
Tax Returns	____	Yes
Business	____	Yes	12%
Individual	____	Yes	5%
Trust & Estate	____	Yes	1%
Multi-State	____	Yes
Tax Advice and Planning	____	Yes
Business	____	Yes	9%
Individual	____	Yes	4%
Estate & Gift	____	Yes	1%
Personal Financial Planning	____	In conjunction with tax planning
Financial Consulting	____	Yes	12%
Business Financing Assistance	____	Yes
Financial Projections, Forecasts and Budgets	____	Yes
Business Advisory Services	____	Yes	15%
Organization Structure and Management	____	Yes
Designing accounting systems for your business	____	Yes
Special Profit Improvement Studies	____	Yes
Analyzing Operating Results	____	Yes
Ownership Continuity and Business Succession	____	Yes
Mergers and Acquisitions	____	Yes
Compensation & Employee Benefit Plans	____	Yes
Cash Management	____	Yes
Information Technology Services	____	Yes
Business Valuations and Valuation Consulting	____	Yes	4%

Total			100%

Industry Specialities

What Percentage of the Firm’s business is derived from the following industries?

Industries	Your Needs	PTRFB's Industry Concentration
Manufacturing/Distribution	______	28%
Construction	______	15%
Business Services	______	37%
Real Estate	______	4%
Non-profit	______	3%
401(k) Profit Sharing Plans	______	5%
Individuals	______	8%

Total		100%

Business Size

What size businesses does the firm service?

Business Range	Your Needs	PTRFB's Business Concentration
Less than $1 million in revenue	______	2%
$1 – 5 million	______	10%
$5 – 10 million	______	23%
$10 – 20 million	______	25%
$20 – 50 million	______	20%
Over $50 million	______	20%

Total		100%