A "Virtual Partner" for the Sole Practitioner

If your experience is similar to many sole practitioners, you often wish you had a partner to consult regarding everyday issues; someone with public practice experience that you could “bounce technical ideas off of”. A common downside to the independence afforded by a sole practice is the potential isolation and the apparent need to be knowledgeable in all areas.

Now you have a new option to address these issues!

Your "Virtual Partner" is just a phone call away! Dan McNeill was engaged in public practice over 25 years and has extensive experience in managing a successful practice and in providing a full range of client services. While Dan has had the benefit of working closely with other professional accountants most of that time both as a partner and as an employer, he knows firsthand what it is like to be “on your own”. It is a great feeling, but sometimes you do need a colleague who is available to you whenever you need help.

Recognizing this need, Dan launched a new service in 2002 that we believe is unique, and perhaps long overdue. We invite you to join the other sole practitioners who are already enjoying the benefits of this service.

Your consulting contract includes:

• Unlimited toll-free telephone support on issues of your choice

• E-mail support for CaseWare Working Papers issues

• An affordable fixed contract price (hourly service agreement also available)

• Confidentiality guaranteed

• Non-competition guaranteed

• Guaranteed satisfaction or your money back

Examples of telephone support:

• Support on a GAAP or GAAS issue

• Support on a tax planning or financial planning issue

• Advice on practice management issues

• Documents may be sent by e-mail for review and comments (Additional fees may apply.)

In short, any topic you would expect a partner to provide advice on, you can expect from your team at D J McNeill Consultants Inc.

Our Fixed Price Agreement

The difference between our Public Practice Consulting Agreement and other consulting arrangements is that we recognize your need to have access to advice on a regular basis. Thus, we have designed a fixed price agreement that provides ongoing access to the accounting, tax, computer, and practice management advice you need. Since it is on a fixed-price basis, you are not inhibited from seeking timely advice by the fear of a clock running endlessly. Our services are designed around fixed prices, as opposed to hourly rates, and offer you access to professionals whose goal is to to help enhance your firm’s future and achieve its business goals. This agreement will facilitate our membership on your team – working for your success.

Your "Virtual Partner" Team

Click on "About Us" below to learn more about the background of our consulting personnel. When you contact us for advice, your primary contact for accounting and tax issues will be Dan McNeill, CGA, CPA (Vt). For CaseWare Working Paper issues, Jason McNeill, CGA is our resident expert. And for administrative issues, Pat McNeill is available to assist you.