Info Sessions for Transitioning from Powell Business Solutions

Hello!

I would like to introduce myself. My name is Siobhan Murphy. I am the CPA and founder of Thrive Business Group.

Cami recently contacted me about her decision to focus her business into CFO services exclusively. She asked if we could handle the additional clients if she referred her non-CFO clients to us. I was honored that she shared her confidence in us and appreciated her desire to make sure you continue getting the services you need.

I founded Thrive Business Group nine years ago and have been a practicing accountant for 18 years (13 of those as a CPA). I was raised by two entrepreneurial parents, which infused me with a passion for small business. I founded our organization on the belief that small business owners and self-employed individuals deserve excellent service at a fair price.

We have a team of six: me, two accountants, one bookkeeper, and two administrative team members (plus a few more seasonal additions during tax season). We provide a full range of bookkeeping, accounting, tax preparation, and tax strategy consulting services for individuals, small businesses, and the self-employed.

I love to make tax time easy for our clients and to help you pay the minimum legal and ethical amount in tax. Our team provides bookkeeping and accounting support tailored to your needs – a little or a lot – we can help.

I have great respect for Cami’s skills as an accountant and appreciate the care with which she serves her clients. I look forward to continuing this level of excellence in working with you.

I would like to extend two invitations to you:

An educational meet & greet: hosted by me and Cami for clients transitioning out of her services.

Friday, December 7th 1:00 – 2:30pm [Presentation 1:15-2:00]
Location: The Big Love Boardroom
1140 10th Street, Suite 102, Bellingham (in Fairhaven)

We’ll provide a variety of munchies, give a brief presentation regarding 2018 tax law changes, and introduce you to our firm. I will be available for general Q&A and I’ll bring some of our team for you to meet too.

Please RSVP by emailing Admin@thrivebusinessgroup.com or calling 360-746-8738 so we make sure we have food and a seat for you.

One-on-One Meetings: If you would like to meet with me one-on-one to talk about your needs in more detail, I have added priority scheduling appointments in December and January for clients coming from Cami’s practice. This will provide you with a 30-minute free consultation with me (without having to wait our normal 4-6 weeks during the busy season).

Please call our office at 360-746-8738 to reach our front desk to schedule an appointment. Be sure to tell us that you were referred by Cami.

If you would like to make this transition as quick and easy as possible, you can help us expedite your setup as a new client. Please call 360-746-8738 or email Admin@thrivebusinessgoup.com and let us know you would like to consider transitioning to our firm.  We will send you a secure link with a new client intake form to fill out and a request for your 2017 tax return(s) (both personal and business, if applicable). This will help us prepare a tax packet to send you in the first week of January and avoid any potential tax season delays.

I am honored by the trust Cami shows by referring you to us and I will be delighted to be of service. I look forward to meeting you.

All my best,

B. Siobhan Q. Murphy, CPA