Build an accounting firm for yourself
Are you an ambitious CPA / CA qualified accountant, who is working in a firm or a corporation?
Or, you’ve already running your small practice but struggle with staffing, knowledge, office, licence or marketing?
Your choice is to build your own practice and maintain your freedom. But that doesn’t mean you stand alone. Leverage the power of “Tax Ideas” “Planning Ideas” “Finance Ideas” and “Realty Ideas”, and provide holistic services to your clients.
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Traditional Vs Tax Ideas
You join an accounting firm as a graduate working hard, then you are promoted every 1-2 years if everything is going well. Your career looks like this: Graduate – > Light Intermediate -> heavy Intermediate -> Light Senior -> Heavy Senior -> Supervisor – > Manager -> Associate Director -> Principal -> Partner
We are Different
So you can be better off !
Why Join Us?
Panbo Ye founded Tax Ideas Accountants & Advisers in 2016 with 0 client and 0 fee income. It's not an easy journey to start a business. He's been working 16 hours a day for 7 days just to survive in the first year. There are lots of noises and barriers, and focus is always an issue. Esther Gu joined Tax Ideas as a partner in 2018 and took over most tax related tasks, so Panbo could focus on perfecting the Ideas systems and offerings. He becomes a financial adviser in 2017 and started Planning Ideas. Today, The Ideas has 4 locations, 12 professoinals and almost 2,000 clients.
Before you can do your job, it takes a marketer to push the brand messages; depends on the message, the right clients will be attracted to the firm; with days or even years of consideration and negotiation, the practice manager will start onboarding process and create a workflow; the job is assigned and lodged, but it is not the end. Customer service team will ensure the clients are engaged and taken care all the time using a CRM (they can be expensive). So the accountants are happy, so do the clients. Yeah, lots of efforts!
Have an own client base
Just like our blood types, you can't match to all clients. We connect you with the right clients.
No one can be an expert in all areas, and even an expert will need an enlightenment. Join the Ideas Family, so you can use our ideas and expertise, and we can use yours. Guess who the winner is? Yes, all of us, the accountants; the advisers; and the clients.
Let's share ideas and brainstorm
Now you know why we are The Ideas! Tax Ideas | Planning Ideas | Insurance Ideas | Finance Ideas | What's next idea?
Office place, admin support, telephone lines, graduate to senior accountants, HR, IT support, etc. Pursue only your dream, we have solutions to all barriers.
A built network available now
An office? A desk? A conference room? Or mortgage brokers? Financial Advisers? Bank relationships? Yes, we have them all here.
The entry level of the accounting softwares can be expensives. For example, receipt bank itself cost $695 / month and Class system starts from $550 / month, and also Microsoft cloud; CCH iKnow etc. A efficient cloud accounting firm is paying more than $8,000 a month for its systems and it's only the entry levels.
Cloud is the future
We take away the entry barriers.