Simply
to Help —Helping You To Keep More Of What You Earn and Helping You To
Protect What You Keep - Helping To Keep Your Life In Balance
Bob
Parrish CPA, P.C. Longboat Key FL
Mission
Simply
to help…
Helping
You To Keep More Of What You Earn
Helping
You To Protect What You Keep
The
philosophy of Bob
Parrish CPA
is that each person will need assistance with one of the services offered by
this firm.In some instances it will
be because you do not have the time to allocate to the activity, in some because
you need additional experience and expertise, in some perhaps you want a second
opinion and in others — you simply do not want to do it.There will be some instances in which another party such as a lending
institution will require information from an independent source or a group of
owners or investor’s require information from an independent source such as Bob Parrish CPA, P.C.At times one may need more team members — Bob Parrish CPA, P.C. can be on your
team.You have a goal to meet — Bob Parrish CPA, P.C. will be on your
team to help meet the goal.
Would
You Rather
Possess Knowledge or
Possess Anxiety?
Being
a CPA, a financial planner, having passed the NASD Series 7 examination process,
having passed the insurance examination process for health, life, variable and
fixed annuities Bob
Parrish
can appreciate the confusion that is developed from the normal news channels and
marketing techniques that highlight risks and create anxiety.Bob
Parrish
can appreciate the complex and stressful issues of the small business —he is a small business and
Bob has worked in or for many industry types and occupations — manufacturing,
legal, professional, retail, construction, franchiser, service, petroleum, not
for profits and others.Bob
Parrish
has professional experience with every entity type and form of doing business.
The
use of examples is used extensively as a teaching method.Usually mixed signals from different advisers create confusion.The mixed signals or lack of information may lead a client to accept an
unsuitable plan or simply be so exasperated --- and not having the time, or
resources, to sort the fact from fantasy s/he will either not make a plan or
accept inadequate or unsuitable planning. By using Bob Parrish
CPA, P.C. as your single adviser you accomplish removing conflicting signals.One will find it much easier to use Bob Parrish as a “single stop and
source”.One, alone, may
accomplish some of the same
strategies as Bob Parrish
, however asking Bob Parrish may accomplish the task(s)
without any “backtracking”, may reduce the costs due to abandoned
plans, may reduce risks of non-compliance and may allow you to focus more
quickly on essential elements to move toward your objectives.Bob
Parrish’s
web site can be used to further your knowledge along with using Bob
Parrish
as an adviser — and Bob Parrish
can help you to focus, help to summarize and help to implement and monitor the
strategies.Most of the clients
served by Bob Parrish, want the introductory
knowledge - and many demand the overview of the technical knowledge before s/he
will even consider embarking on a course.Knowing
this while realizing one’s time must be respected Bob
Parrish
makes available materials one may read, scan, study or on which one may perform
a cursory overview.Most clients are
inundated with sales literature and marketing materials that attempt to create a
"herd mentality" or create such a concern about unknown risks that
anxiety is created.Bob
Parrish
CPA attempts to help eliminate this chaos.Most
clients have been well schooled in or attained by “The School of Hard
Knocks” scientific methods and use that training for virtually every decision
that is made.Clients recognize the
warning signs, and immediately reject presentations that lack substance or
knowledge — or “half-stories”.
You
may have already setup sophisticated financial planning strategies.However, you may not have had
a recent or annual review of the methods or strategies you are implementing.There may be new methodologies available, some of your strategic planning
may have been by necessity, some inadvertent, and some may need to be updated
with the latest developments.
However
- some have not performed necessary strategic implementations, and perhaps you
have not engaged me recently to perform annual reviews.If you have not completed your plans with all the strategies, have not
performed a review recently and generally would like assistance with
methodologies and strategies to reach your objectives, aspirations and dreams
ask
me — I will help to serve your goals.
Simply
to Help — Helping you to keep more of what you earn; Helping you to protect
more of what you keep
At Fees You
Can
Afford
We can
often save you more than the cost of our service alone. So why not call today?
In
Florida
– call (941) 387-0926 or fax (941) 387-0823.
In
Texas
– call (915) 367-3465 or fax (915) 580-4553
The
firm’s philosophy is different from the average CPA firm.The firm’s approach is different.We do not stop with making your accounting debits and credits balance
–
- Help To Keep
Your Life In Balance
Accreditation
Certified
Public Accountant
Florida
Texas
NASD
Series 7 Licensed
Florida
Louisiana
Texas
Life,
Health, Fixed Annuity, Variable Annuity
Florida
Texas
Investment
Adviser Representative
Florida
University
–
BBA
Texas
Tech
University
,
Lubbock
Texas
Acquisition
and Mergers, Asset Building & Protection, Bankruptcy, Business Consulting,
Technology & Computers, Many Different Occupations and Industries, Financial
Reporting, Loan Applications, Cost Accounting, Organization Structure, Decision
Support Analysis, Policies and Procedures For Business Asset Protection, Tax
Planning, Living Trusts, Charitable Remainder or Leas Trusts (CRT), Qualified
Personal Residence Trust (QPRT),
Family
Ltd Partnerships, Payroll & Payroll Tax Reporting, Wealth & IRA
Preservation, Succession Planning and many other activities individuals and
businesses undertake
Helping
You To Keep More Of What You Earn
- Help To Keep
Your Life In Balance
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