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Perry and Associates Expansion Project

Perry and Associates Expansion Project. October 29, 2004. Problem. High Client to Accountant Ratio Clients Being Turned Away Possible Decline in Reputation. Solution. Open New Office Location: Marietta, Ohio Hire More Accountants. Implementation.

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Perry and Associates Expansion Project

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  1. Perry and Associates Expansion Project October 29, 2004

  2. Problem • High Client to Accountant Ratio • Clients Being Turned Away • Possible Decline in Reputation

  3. Solution • Open New Office Location: Marietta, Ohio • Hire More Accountants

  4. Implementation • Purchase Building, Furniture, Supplies, and Equipment • Move Accountant from Parkersburg Office • Hire Accountants and Secretary • Provide Training • Open Office • Expected Timeframe: 8 weeks

  5. Costs • Building • Furniture, Supplies, and Equipment • Training • Salaries and Benefits • Raises • Utilities

  6. Marketing • Refer-A-Friend Program • Free Items For New Customers

  7. Qualifications • Perry and Associates Employee • CPA • New Beginnings

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