About Our Accounting Firm

Lead with your firm's philosophy and/or mission statement. Include details about areas of specialty, core values, and what sets you apart from the competition.

Allow future clients to get to know the professionals at your firm so they can make an immediate connection, and feel comfortable contacting you.

Partner

Clients prefer to know details about you— your education, areas of specialization, and professional affiliations.

Good subjects to address in paragraph or list form are as follows:

  • Area(s) of accounting that you specialize in
  • Undergraduate degree and advanced business education
  • Professional credentials, e.g. CPA
  • Awards, recognitions, publications, honors
  • Professional organizations and associations

Senior Accountant

Allow clients to become familiar with other members of your firm, too— their education, areas of specialization and professional affiliations.

Good subjects to address in paragraph or list form are as follows:

  • When they joined your firm (year)
  • Area(s) of accounting and taxation that they specialize in
  • Undergraduate degree and advanced business education
  • Professional credentials, e.g. CPA
  • Awards, recognitions, publications, honors
  • Professional organizations and associations

You may wish to include bookkeepers here as well