Frequently Asked Questions

Tina, are you a CPA?
I have a bookkeeper and a tax accountant. Why do I need your services?
I only need a few hours of consulting time to help me jump to the next level. Can you still help me?
How do I know if Panoramic Business Solutions is a good match for my business?
I’m concerned about confidentiality.
Why don’t you list your clients’ names on your website?
Do you like to speak at events and conferences?
Can I interview you for my podcast or blog?
Ok. I’m interested. What should I do next?

Tina, are you a CPA? 

Yes! I am a number-loving, profit-finding accountant. I work directly with small businesses to help maximize profit, optimize the accounting system, and create the right pricing strategy.

 

I have a bookkeeper and a tax accountant. Why do I need your services?

Think about it this way.
Bookkeepers focus on entering your transactions.
Tax accountants focus on reducing your tax bill.
I focus on your entire business including your strategic plan, pricing, profitability, and cash flow.
You need all three of us.

 

I only need a few hours of consulting time to help me jump to the next level. Can you still help me?

Absolutely! I often work with clients in situations like this. Please check out the Stuck to Unstoppable session. If it is not exactly what you’re looking for, please contact me and I’ll customize a package for you.

 

How do I know if Panoramic Business Solutions is a good match for my business?

Over the last 22 years, I have worked with companies of all shapes, sizes, and industries. My sweet spot is with professional service firms, including website designers, marketing agencies, lawyers, accountants, human resource consultants, business coaches, and management consultants. I am happy to discuss your situation confidentially, so we find out if we are a good fit for each other. Contact me and we’ll schedule a time to chat.

 

I’m concerned about confidentiality.

Me, too. Everything we discuss will remain 100% confidential. My lips are sealed. I’m happy to sign a confidentiality agreement before our session. Simply email the agreement to me before our first meeting.

 

Why don’t you list your clients’ names on your website?

My clients like it when I keep their business secrets a secret. It is hard to find clients willing to share their business finances with the general public. Clients usually assume their competition is watching, so they prefer I do not divulge their successes or failures. Client references are available upon request during the proposal process.

 

Do you like to speak at events and conferences?

Yes! Yes! Yes! If you would like to hear me speak at a local event or conference, please shoot me an email with details of the event including date, location, type of audience, and desired topic.

 

Can I interview you for my podcast or blog?

I love sharing what I know with new audiences. To find out if we are a good fit for each other, please contact me and share the details. I will be in touch within 24 hours.

 

Ok. I’m interested. What should I do next?

Great! Check out my services or contact me to learn more. I am happy to answer additional questions you may have and how we can work together.