PROVIDING CLIENTS WITH PEACE OF MIND · INSIDE: Tips For Retirement Income • Social Media Tips &...

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Serving the Route 422, 100, 202, and Route 30 Corridors in Montgomery, Chester and Berks Counties. INSIDE: Tips For Retirement Income Social Media Tips & Strategies Business Emergency Reserves MAY 2018 GET IT ONLINE 422BIZMAG.COM Presorted Standard U.S. Postage PAID Pottstown, PA Permit No. 95 P.O. Box 334 Pottstown, PA 19464-0334 CHANGE SERVICE REQUESTED PROVIDING CLIENTS WITH PEACE OF MIND

Transcript of PROVIDING CLIENTS WITH PEACE OF MIND · INSIDE: Tips For Retirement Income • Social Media Tips &...

Page 1: PROVIDING CLIENTS WITH PEACE OF MIND · INSIDE: Tips For Retirement Income • Social Media Tips & Strategies •Business Emergency Reserves MAY 2018 P GET IT ONLINE 422BIZMAG.COM

Serving the Route 422,100, 202, and Route 30 Corridors in Montgomery, Chester and Berks Counties.

INSIDE: Tips For Retirement Income • Social Media Tips & Strategies • Business Emergency Reserves

MAY 2018

GET IT ONLINE 422BIZMAG.COM

PresortedStandard

U.S. PostagePAID

Pottstown, PAPermit No. 95

P.O. Box 334Pottstown, PA19464-0334

CHANGE SERVICE REQUESTED

PROVIDING CLIENTS WITH PEACE OF MIND

Page 2: PROVIDING CLIENTS WITH PEACE OF MIND · INSIDE: Tips For Retirement Income • Social Media Tips & Strategies •Business Emergency Reserves MAY 2018 P GET IT ONLINE 422BIZMAG.COM

Route 422 Business Advisoris a proud member of:

Contents

422bizmag.com • 422business.com

Published by: MACnificent Pages, P.O. Box 334, Pottstown PA 19464-0334 Subscribe online! www.422bizmag.com

Editor & Publisher – Bill Haley; Advertising Manager – Patti Seigel; Advertising Representative – Scott Haley

To contact the Route 422 Business Advisor:phone: 610.323.6253; fax: 610.970.6194; email: [email protected]

Visit 422bizmag.com for. . .• Our Current Issue Online

• Archives with Hundreds of Useful Articles• Video Interviews • Advertiser Links

• Federal, State, County & Local Resource Links

Follow us on Linkedin at: linkedin.com/company/macnificent-pages-route-422-business-advisor

Like us on Facebookat: facebook.com/422BusinessAdvisor

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12 |5 Steps To Building A Retirement Income Plan

15 |Social Media TipsGoing Live On Facebook

16 |Focus On Successful TriCounty AreaChamber Of Commerce Members

23 |Focus On Engineers

27 |Dining GuideFind New Places To Eat, Drink And Be Merry!

30 |Advertised Services DirectoryWhat You Are Looking For – At Your Fingertips

31 |TriCounty Area Chamber Of CommerceNews & Events

42 |Retirement Planning – Part Three

44 |Focus On It / Technology48 |Mastering Social Media

Has There Been A Change? You Be The Judge.

51 |Legal PerspectivesI Just Received A Utilization Review. What Does That Mean?

55 |The Good LifeYour Business Emergency Reserves – Ranked First To Worst

57 |Regional Chamber Round-Up

19:Time to hit the links on the area’s best golf courses

24:Browse the BusinessMarketplace to grow yourbusiness, network, andkeep your money local.

Cover Story: A. Mazzo Accounting provides the peace of mind of a financially sound future to individuals and businesses by offering avariety of high quality services, including tax planning & preparation,payroll, bookkeeping & accounting services, and start-up consulting.

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ProvidingClients withPeace of Mind

The first thing Anthony M. “Tony” Mazzo, seeswhen he sits down at his desk each morning —and numerous times throughout each day — ishis company mission statement imprinted inlarge red letters on the wall facing his desk — To help small to mid-sized businesses prepare for and achieve a financially sound future bymerging high quality accounting and tax serviceswith excellence, integrity and peace of mind.

Placing his mission statement where he can see it, andbreathe it, and live it every day serves as a constant sourceof strength and validation, reinforcing Mazzo’s life-longcommitment to personal and professional excellence. “I want to make sure that the clients I work with and theircompanies stay sound and grow and become more successful,” Mazzo said. “Excellent service and peace ofmind have always been my mantras, and peace of mind isthe big thing. I’m providing peace of mind. That’s why myclients come to me. That’s why they want me to be involvedwith their business. Because I help them sleep at night.”

A. Mazzo Accounting Services, conveniently located offof Route 222/Lancaster Avenue in Kenhorst, PA, provides acomprehensive variety of accounting services to individu-als and businesses throughout Berks County and beyond,including start-up consulting, business accounting andbookkeeping services, tax planning and preparation serv-ices, and payroll services.

Mazzo began his career as an accountant over 30 yearsago with his graduation from Alvernia University, wherehe earned a Cum Laude Bachelor’s degree in Accounting,Finance and Business Administration.

Over the past three decades, Tony Mazzo has main-tained a “hands on” and “personal” approach in servicinghis clients by applying his skills and knowledge to meettheir business and individual tax needs. He does thisthrough continual education, membership in professionalorganizations, subscribing to research and accountingnewsletters, as well as attending workshops and seminarsto keep him informed with the ever-changing tax laws andrequirements.

Mazzo specializes in helping entrepreneurs, smallbusinesses and start-ups, in some cases serving as a de-facto business consultant, putting together the necessarybuilding blocks right from the start, and where applica-ble, recommending an appropriate attorney, insurancebroker, and marketing/advertising consultant.

“I am a referral source,” he explains. “You’re not just get-ting A. Mazzo Accounting. You’re getting food for thought.We provide a full spectrum of consulting relationships,” hesaid. “Because the complexities that are involved in taxes,

A. MAZZO ACCOUNTING SERVICESAnthony M. Mazzo

PHOTO BY STYLISH IMAGES PHOTOGRAPHY

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MAY 2018 422business.com and 422bizmag.com ROUTE 422 BUSINESS ADVISOR7

and with all the changes with generallyaccepted accounting principles, it’s veryimportant to stay ahead of the game.Especially with taxes, keeping on top ofchanging events is very important. And it’simportant for me to be as educated as possi-ble because I need to workon anticipating the ques-tions that people are goingto have, and to make sure I have solid answers forthose questions, becausethat helps reinforce theirpeace of mind.”

Through his up-to-dateknowledge and experience,Tony can assure his clients“Excellent Service andPeace of Mind” when itcomes to all their personaland business tax andaccounting needs. His firstorder of business with anew client is to help themget organized, in somecases providing them witha customized spreadsheetand making it easy forthem to enter data, whichprovides them with peaceof mind in the short termand saves them money inthe long run by reducingthe amount of billable timerequired for tax prepara-tion. He possesses a keenunderstanding of how tohelp small to mid-sized business clientsdue to his background and experience as anAccountant, Accounting Manager andCorporate Controller for a variety ofdiverse businesses. He also has numerousyears of experience in both individual andsmall business tax preparation.

Availability and accessibility are alsoamong Mazzo’s strengths. He respondsimmediately to emails and provides hismobile number to clients, taking calls 24-7,

except when he’s sleeping or meeting withanother client. “Small business ownerswant to have an accountant they can talkwith,” Mazzo said. “Not just once a year oronce every six months. They want to have apartner who is always accessible. I’m going

to go above and beyondand also let the client knowthat they can bring up any-thing that they have con-cerns about. I just try towork with the person andnot do it in a rigid billableformat. I like to give extravalue,” he explains. “That’sthe big thing. When youpay A. Mazzo a fee, I wantto make sure that you’regetting above and beyondthe value that is just impliedin the price.”

Mazzo is a member ofthe National Association ofTax Preparers (NATP), amember of the GreaterReading Chamber ofCommerce & Industry, and a member of thePennsylvania Associationof Notaries.

“Every piece of relevantinformation that comes inthe office, email or newspost, is looked at immedi-ately,” Mazzo said. “Also,with all the changes in theindustry, it’s important to

attend seminars and to be a part of net-working groups, especially the ones com-prised of more than one person to a catego-ry, because that way I talk to differentaccountants,” he explains. “I talk to finan-cial people, and we can bounce things off ofone another. There might be something thatthey are aware of that I am not and viceversa. So, it’s very, very important to keeplearning every day.”

(Continued on page 8)

A. Mazzo Accounting Services is located at 901 Fern Avenue, Kenhorst, PA 19607

“Our goal is to provide thefinest tax andaccounting services.

You are ournumber one

priority, and weare committed to the highest

standards of ethics and

customer service.”

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COVER STORY(Continued from page 7)

A Mazzo Accounting Services special-izes in the following areas:

Start-Up ConsultingThere are many details you need to

consider when it comes to setting up abrand-new business. A. Mazzo AccountingServices provides you with a checklist toguide you along the way, as well as assistyou with much of the paperwork you needto complete. Through their regular busi-ness accounting services, A. MazzoAccounting Services can assist you inbudgeting, cash management, tax prepara-tion, payroll services and so much more.

Business AccountingA. Mazzo Accounting Services has assist-

ed many small to midsize businesses withtheir accounting needs. Through their busi-ness accounting services, they can provideassistance with setting up a budget for yourbusiness, and handling your bookkeeping,payroll and tax returns. Through their book-keeping services they can handle yourAccounts Receivable, Accounts Payable,and General Ledger, on a weekly, monthlyor quarterly basis. In addition, they can pre-pare your Balance Sheet and Profit & Lossstatement on a monthly, quarterly or annu-

al basis, and can also reconcile your bankaccounts and perform analysis on the otheraccounts in your general ledger. They canhelp with budgeting from the initial setupand periodic monitoring through annualreview and adjustment, and with cash man-agement including review of bank accounts,loans, lines of credit, credit cards, etc.

Tax Preparation & Planning

A. Mazzo Accounting Services hasworked with many companies with theplanning and preparation of their tax paper-work. They also have the experience of helping companies fix mistakes that mayhave happened in the past, and to findopportunities that they were not aware of.They can help you with the preparation andfiling of Federal Taxes, State Taxes, and LocalIncome Taxes and the returns that accompa-ny each of these. They expedite the process totheir e-file system with Federal and State.They also assist many businesses with awide range of tax needs from income tax tobusiness privilege and mercantile taxes.They can also assist individuals in income taxreturn preparation. Whether you have a simple or complex return, have itemizeddeductions, or have a small business or rentalproperties, they can prepare your return.

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COVER STORY(Continued from page 8)

Payroll ServicesA. Mazzo Accounting Services offers

complete payroll services consisting of asmuch or as little as you need. They canissue paper checks or use Direct Depositinto the employees’ bank accounts. Withtheir full-service payroll program, they pre-pare your weekly, bi-weekly, monthly pay-roll, and prepare and file your quarterlyFederal Taxes, State Taxes, and LocalPayroll tax returns. Your monthly or semi-weekly payroll tax deposits and Year-endW2 and 1099 preparation is also part oftheir full-service payroll. And they preparemonthly/semi-weekly tax deposits andprepare the Year End W2 and 1099 forms

and reports. Finally, they can help withnew hire reporting and compliance, bymaking sure that all the appropriate formsare properly prepared.

By combining a full array of comprehen-sive services with integrity, excellence,accessibility, and a team approach, A. Mazzo Accounting Services is the totalpackage, providing peace of mind for eachand every client.

For additional information, please call 610.775.9216; email: [email protected];visit www.amazzoaccounting.com.

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