Hello,

Here at Anneken & Moser, the entire team is committed to helping you grow and preserve your wealth. In fact, that’s been our underlying focus since this practice was first formed in 1973

At that time, Dave Anneken identified a need for accounting services in the region and we set about creating a practice that could successfully support clients’ taxation, taxation planning, audit, accounting and more.

Since then, the practice has successfully helped hundreds of clients, all with similar needs to your own and many facing challenges that might also be similar to your own. And the team has grown from just two to twenty-five members.

We’ve come a long way …

Other changes have taken place too. Some time ago, we became aware of a number of business clients who were grappling with so many different issues that we wanted to help. We wanted to be able to say "here's how to generate that extra 20 percent  in sales you need" rather than just talk about the historical financial results.

With this in mind, we set about changing our firm, improving it for the better and turning it into something really special for you. To do that, we worked hard to fully educate ourselves on all sorts of issues - business development, growth, strategy, human resources, marketing, sales, management, operations, systems, customer service, performance standards, business health checks and more - as it applies to businesses like yours.

We attended courses, studied, invested in new resources, tools and software to be able to help you grow your business, rather than just track your results at year end. Of course we’ve maintained our core competencies and in fact, took them a step further by maintaining ongoing professional education.

Staying focused on the road ahead.

Now you can benefit from more - more support, more advice, more services and more results. Where accounting has often been about tracking historical results, accounting at Anneken & Moser has shifted to doing much more than that. Here, we're focused on mapping out the future for your business or your personal taxation needs with you - keeping our eyes firmly on the road ahead and on helping you achieve the results you're looking for.

Call (859) 331-5622 now to make an appointment for a free consultation and needs analysis to discover the difference for yourself.

Sincerely,

Kevin J. Moser, CPA CVA

To make certain our working relationship is a successful one, we should agree on certain standards and commitments to each other from the outset. Below is a list of our commitment to you as your business development consultants:

1. We will think of your business as if it were our own and act only with its best interests in mind. Our only job is to make your business more valuable. That means helping you implement strategies that increase your profits, add greater control to your business systems and in the process improve your lifestyle. So you can be assured of results like these, we will only advise you to consider and implement strategies we would in fact be willing to do if your business were actually ours.
2. In working toward that aim, we will be completely open, honest and up-front with you in everything we do for and with you.
3. We will analyze your business using proven techniques, software and strategies designed to maximize the possible results for your business. And we will continue our education so we can always be able to offer you more.
4. We will be 100% truthful and realistic when discussing the profit improvement potential of your business and the work required to get you there.
5. Having been caught up in the day-to-day operation of a business, many business people do not have a clear vision for the future, which can create uncertainty. We will help you clarify and bring to life your vision for your business and your future - giving you a greater sense of control.
6. We will map out a clear plan of action (agreed upon by you) to take you from where you are now to where you want your business to be in the next 1, 2, 3 years and beyond.
7. We will continue to work with you, side-by-side as your business advisor, not just your accountant. We'll be there to offer you the ongoing support you need and additional programs to help you fully realize your goals.
8. We will of course, also consider your tax planning, statutory requirements and financial matters including detailed projected Profit and Loss, Balance Sheet and Cash Flow Budgets to help keep your business on track.
9. You will remain the sole judge of our performance. If there is something we've done or failed to do that you're not 100% delighted with simply let us know and we'll correct it immediately.
10. We'll offer you common courtesies, such as returning your calls within 24 hours, and making sure you're aware of any fee for a particular service well before we undertake it for you.

And in return, your commitment is simple. There are really only 5 things we ask of you to ensure your own success:

1. For our relationship to be truly successful and for you to achieve greater profits, we ask that you commit to this process. It's important you do that with an open and inquiring mind. Remember too, we only make suggestions that we firmly believe will help achieve your goals - your profits, your lifestyle and building a greater, more saleable asset for you.
2. Constantly be willing to take the next step. During our work together, there may be times when you will think –"I can't do that," "I don't have time to do that," or "That's not what we've done before," and so on. The truth is, to reach the levels of improvement in your business and the profits you want (that are truly possible by employing the proven techniques and processes we'll be suggesting) change is very much a part of the process. So instead, we ask that you agree to think, "How can we do that," "I'll make time," and even if you have your doubts, "Let's try it." More than anything else this will contribute enormously to our ability to improve your business together.
3. In working toward these aims, we ask that you too commit to being completely open, honest and up-front with us in everything we do for and with you. Open communication, even about difficult subjects, is the only way to assure our success together.
4. We'll be asking you to take some time to work ON your business rather than IN it. Initially that can be challenging. As business people we are often so used to doing what we do in our businesses, that for most of us, changing that (even if its what we say we want) can be difficult. There may be certain tasks that need to be completed, certain strategies that need to be implemented. We ask that you make the time to do so.
5. Understand we are a business too. Just as we'll tell you how important cash flow management is to achieving your goals, we must do the same. And so we ask you to commit to maintaining timely payments. This allows us to keep our work together on target.

Get to know your team here at Anneken & Moser. Every one of our support team members are talented individuals with important skills. In fact, many of them are specialists in certain areas, with a thorough and in-depth understanding of the issues.

Actually, in some cases non-partners will be the ones who are best able to support you and address your needs. For the best results, it's likely then you will work with a variety of team members from Anneken & Moser.

At Anneken & Moser we're always looking for great people. And you need to know that we are the accounting firm with a difference.

As a leader in the provision of business advisory services to the local small-to-medium sized business market we enjoy close relationships with our clients who see our role as integral to their business success. We're doing far more for our clients than historical figures or "bean counting." In fact, we focus on helping our clients with the growth and development of their business through applying new skill sets. We use exciting software tools and new resources to help our clients create history rather than just report on it.

As part of our team you’ll work in a dynamic, supportive, team-based environment with a lot of client interaction, rewards, challenges and constant learning. We will provide you with access to the latest products, services, information and career development opportunities to ensure you can continue to grow professionally and add value to your clients. We do this as a member of RAN ONE - the world’s largest network of independent accounting firms.

If you are ready to take the next step in your career development, and this sounds like the right place for you, tell us your story. Email your resume to: Kevin Moser at kmoser@cpawin.com now.

Anneken & Moser, PSC

157 Barnwood Drive, Suite 101

Edgewood, Kentucky 41017

Phone: 859-331-5622

Fax: 859-331-1767

Email: kmoser@cpawin.com

Web site: www.cpawin.com

OR

20 North Grand, Suite 5

Ft. Thomas, Kentucky 41075

Phone: 859-441-2020

Fax: 859-441-2022

Email: Lhuey@cpawin.com

We consider that working with you is indeed a privilege. That's precisely why our mission is to be the type of accountants that continually do more—more for you and your business. To do that we have become members of the largest independent network of accounting firms in the world—the RAN ONE network.

Today we are in a global marketplace— one in which alliances add significant strength to individual firms. As a RAN ONE firm, we are members of a large, worldwide network and have access to extensive resources (products, systems, branding, training and knowledge sharing) that allow us to enjoy the same level of support as a large firm but can act as a highly focused, independent, client service organization in our local market.

Every member of the RAN ONE network is a qualified accounting firm in public practice who has invested time and effort and finances to gain specialty training to be able to offer you more than the standard compliance services. The business development training we've undergone has covered topics not taught in standard accounting degrees or discussed in most practices. Topics like marketing strategies, customer services and administrative systems, key performance indicators, people development, state-of-the-art software, and much more. This gives us the ability to provide holistic solutions for all parts of your business. We don't look at your business just from a historical perspective. [Insert Name] actively works with you to develop your business and improve it as it happens. We do that through a variety of processes including a personalized business development program, where we work hand-in-hand with you to focus on the different aspects of your business to increase your profits and improve your lifestyle.

To be a qualified RAN ONE Accountant, we are required to meet an annual compliance test to ensure the level of quality across the network (i.e. provide assurance on a required level of professional liability insurance, have attended a minimum level of face-to-face RAN ONE training, satisfy standards on the use of the products and engage in continual learning). So no matter what part of the world you’re doing business, you can be assured the RAN ONE Accountant in your area has met high benchmarks for competency and service.

All of these efforts are designed to help you grow your business, increase your take-home profits, improve the processes within your business to make it that much stronger and ultimately increase the value of your greatest asset.