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Accounting Services (Flexibility (Schedule (time manipulation, healthy…
Accounting Services
Flexibility
Schedule
time manipulation
healthy work-life balance
independence
Location
home
office
travel
Family
vacations
extra-curricular activities
events/gatherings
Financial
opportunities
less stress
pursue goals
Family Involvement
Time
run business
increased hours to get business running
energy
Support
future goals
ideas
decisions
Participation
Daily tasks
Roles
compartmentalize
Ownership
children
future generations
interest in business
Expertise, Skills, and Preferences
Weaknesses
Networking
Market
Knowledge
Strengths
Accounting
Bookkeeping
Taxes
Services
Marketing
IT
Financial Advisor
Preferences
knowledgeable
experience
personable
Future Professional Goals
Growth
bigger location
more employees
customers from all around the country
retiring in the same business
still helping out with business
working less hours
financial