Posts Tagged ‘cpa’

Jake Jacobs Featured in San Fernando Valley Business Journal’s “Power Accountants” Issue (May 30, 2016)

Jake Jacobs, featured "Power Accountant" in San Fernando Valley Business Journal

Jake Jacobs, featured “Power Accountant” in San Fernando Valley Business Journal

We are thrilled to share this special issue of the San Fernando Valley Business Journal featuring the Valley’s “Power Accountants” including our own Founding Partner, Jake Jacobs.





California Franchise Tax Board – Website Changes

CAFTBOn January 1, 2016, the State of California Franchise Tax Board upgraded its website. From now on, when a taxpayer’s personal and/or business account is accessed, they will a receive notification(s) that a tax professional has accessed their account(s).

Several of our clients have contacted us regarding concerns about their account(s) being accessed without their knowledge due to the rise of identity theft and related activities.
At Rose, Snyder & Jacobs LLP, our team members have been thoroughly trained regarding the proper registration process in order to access the FTB website on your behalf. Accounts are only accessed to verify tax payments, view assessments and other items necessary to ensure your tax returns are filed accurately.

If you have received a notification from the FTB regarding this matter and would like to confirm that an authorized employee of Rose, Snyder & Jacobs LLP has accessed your account(s), please contact us.

For more questions related to this topic, please feel free to contact our office and we will be happy to answer any questions.

Swatting a Fly with a Sledgehammer

fly with a sledgehammerWhen someone is interested in purchasing another business, it is common practice to hire an accounting firm to investigate the affairs of that prospective purchase. We recently welcomed one such firm to complete some due diligence on one of our clients.

In any acquisition, it is important to make sure that the financials actually are what the seller claims them to be.  In addition to the audit, the buyer also needs to ensure that the purchase price is based on an accurate valuation.

These processes are important, however some firms often confuse quality with quantity.  During this particular firm’s recent visit, there were more people present than necessary to complete the assessment.  We equate this approach with “trying to hit a fly with a sledgehammer.”

The client pays for the time spent by the due diligence team; it becomes overly expensive and not cost beneficial when time and resources are spent on items that do not make a difference.  At our firm, we first think things through and determine what factors are important.  We focus on what matters to our clients — including getting a job done cost efficiently.  We use a process called the Quadrant Planning System to consistently analyze, strategize, and deliver.  Some would say that we try to hit flies with fly-swatters!


Read more about our Mergers and Acquisitions services here.

Tapping Into Social Capital for a Great First Impression

Founding Partner Tony Rose has written and spoken about the important role Social Capital plays in the success of your business. So, it is not surprising that at RSJ we place a great deal of importance on your first point of contact with our firm.

Jessica Hull

Jessica Hull, Director of First Impressions

Meet Jessica Hull.

More than a receptionist, Jessica is the first voice you’ll hear when you call our office and the first smile that greets you upon entering our doors. We believe Jessica’s role is critical to our firm’s success as it’s often this first impression that is most memorable to our clients.

Several years ago Tony and Jessica discussed how she may better serve the company in this role, and together they came up with the title Director of First Impressions. They redefined the true meaning of a receptionist and acknowledged that it is a crucial position in our public relations and marketing.

The experience our guests have with our Director of First Impressions reflects upon the entire company. Two years ago, we took it a step further, adding Jessica to the home page of our website to ensure that those who find us online will also experience a warm welcome.

For nine years Jessica has taken her role very seriously, effortlessly putting clients at ease, making them feel comfortable and establishing trust.

We asked Jessica to share some tips for other organizations looking to make a great first impression:

  • ALWAYS have a smile on your face. Positivity comes through loud and clear to a caller. They can tell when a person is smiling over the phone.
  • Dress to impress.
  • Be organized and able to multitask.
  • Be dependable and listen. Be sure the caller or guest knows you understand their needs and that you will respond accordingly and courteously.
  • If at all possible, become involved with marketing. I attend several company events, and that has been beneficial for building relationships with new clients. When they call or come into the office they feel they already know me.
  • Remember how instrumental a first impression is to creating lasting relationships with clients.
  • The client is always right.
  • Let your true personality shine through. I have been told I say my name with a melodic tune “Jessicaaaaaa”. I receive a great deal of comments about it, which I love. The clients seem to be amused by it and I don’t even realize I am doing it.

By tapping into our Social Capital, we have created a warm, welcoming environment for our firm and empowered Jessica to use her talents to contribute to our company’s success. When asked what she loves most about her job, Jessica said, “The importance of my position. I love where I work so I enjoy making a good impression to represent the firm the best I can.”

How To Wrap Up Your Next Speech

When doing any public speaking it’s important to remember that you’re taking other people’s time; whatblah may be interesting to you may not be to them. The best advice I ever heard about public speaking came from communications expert Gary Hankins, which was something like this:

· Tell the audience what you’re going to be saying.
· Say it.
· Then say what you said.

Pretty good advice. Most folks are able to start talking easily enough, but where I see people fail most often when it comes to public speaking is the inability to wrap it up.

If you’re doing an impromptu speech, a good rule of thumb is to talk about who you are, spend 10 seconds talking about what you do, and then talk about what you are interested in right now. Then stop! Think about what you want your audience to take away, say it, and then shut up.

So next time you’re preparing a speech –regardless of the length — be sure you have an ending in mind. And, when in doubt, just stop!

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