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Perry & Associates Expansion to Marietta, Ohio: Strengthening Services and Enhancing Growth

To address high client-to-accountant ratio and client turnaways, Perry & Associates plans to open a new office in Marietta, Ohio. By hiring more accountants, providing training, and implementing marketing strategies, the firm aims to bolster its reputation and service quality within an 8-week timeframe.

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Perry & Associates Expansion to Marietta, Ohio: Strengthening Services and Enhancing Growth

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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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