The Bookkeeping Phone Conversation

PBS: Good Morning, Priority Business Solutions, Gerry speaking, how may I be of service to you?


Voice on other end:     Do you do bookkeeping? Do you have an accountant? Do you do personal taxes, corporate taxes?


PBS:     Yes, we offer all those services. How may I help you?


Voice:     How much do you charge for (fill in the blank)?


PBS:   Can you tell me which part of the city you are in? I would like to meet with you so you can tell us what you are looking for by way of our service.


Voice:     All I need is a price…. how much for (fill in the blank)?


PBS:     At PBS it is our policy to meet with any potential clients to see how we can match our services to your business needs. You see, we want to be able to give you the very best of our services but we need to know if you and Priority Business Solutions are a mutually professional fit. After this meeting we will have a better idea what your needs are and only then will we be able to design a package just for you and your company.


If the conversation has made it this far, one of three things can happen:

  1. Dead silence with only breathing to be heard. They are unsure how to close the conversation.
  2. Mumbling saying, they will call back to set up a “date meeting” with a dial tone to follow very close behind.
  3. Agreement to set up a face to face meeting to take the next step.


As you may have realized by this blog we are not your standard bookkeeper and accounting firm who are willing to work with just any business owner.

We want to be a part of the team to guide their business to success.

We want the business owner to KNOW and UNDERSTAND their numbers. These numbers are from the financial statements which give a true black and white picture of the financial health of the business.

Is it bleeding cash? Are the accounts receivable sitting at 120 days plus? Is there a surplus of cash in the business that is collecting cobwebs?

If this resonates with you, give Priority Business Solutions Inc. a call today! 403-620-5434 or email:



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