Memorandum

To: From: Subject: Date: Enrique Garcia Evelyn Chavez Garcia & Associates, Ltd. Proposal of Business February 5, 2014

During the succinct visits I was able to acquire sufficient information through the personnel and clientele of Garcia & Associates to better comprehend the firm. Garcia & Associates was founded in 2004 by Enrique Garcia. The three underlying principles of professionalism, responsiveness, and quality have made this small firm progress over the past 10 years. Garcia & Associates, Ltd. provides consulting business and tax services. The business services include small accounting services, payroll, new business formation, etc. They also specialize in their tax services which include tax preparation, tax planning, and tax problems. Although other firms exist within the area such as Ochoa & Associates Ltd., Optimo Accounting Solutions, and Gladys Wilson & Associates, Garcia & Associates, Ltd. is known for the quality of its service which is reflected be the high standards that the personnel demand of themselves. The primary goal as a trusted advisor is to be readily available in order to provide insightful advice to enable the client to make informed financial decisions. With four full times employees serving as either managers or accountants and over 10 part time employees Garcia & Associates had been able to expand their small firm. This has given them the opportunity to service their clientele from three different locations which consists of Bensenville, Chicago, and Melrose Park.

Even though the firm has expanded there is still room for growth. I have noticed that many of the clients that visit the Melrose Park location originally visited the Bensenville location. The Melrose Park office has been around for nearly one year and has room for expansion. Marketing is essential for any type of business especially for a small firm like Garcia Associates, Ltd. that recently opened a new office. In this economy, you need all the help you can get to ensure that your business is noticed amid all the noise. (Yakal, 1) There are a variety of ways that this can be accomplished by. Those of which include community involvement, offer noncompeting business customers a link exchange, and Facebook. This can be an inexpensive cost because there is no need for a marketing consultant. These ideas along with many others can be done directly by an employee within the firm. All that is needed is time and dedication so what Garcia & Associates should consider is assigning such position to a part time employee.

For a small firm with three locations providing exceptional service can become difficult at times with such a large clientele. As mentioned earlier one the principles is responsiveness which relates directly with providing outstanding customer service. This practice is always implemented but could definitely use further development. Especially during the tax season it might becomes difficult at times to respond in a timely fashion with such a high volume of clients. Custer service performance might be lack consistent responses during the busy tax season. Crafting a good service experience is an ongoing job. Monitor your success, listen to your customers, and be ready to evolve your offering to stay true to your customers needs. (Leggett, 1) Garcia & Associates, Ltd. should consider offering incentive such as discounts or little gifts to their clients so that they could answer a short questionnaire in regards to the service they were provided. By do so it could create feedback that can help address any clientele dissatisfactions. As a small consulting firm, Garcia & Associates, Ltd. has demonstrated its achievement with the expansion to the new location in Melrose Park. Even though competitors surround each location G & A has never the less felt threatened but rather views it as another opportunity for further growth. As Mr. Garcia likes to say The sun comes out for everyone, there is potential for development for everyone.

Work Cited

Garcia & Associates, Ltd. Certified Public Accounts. N.p., n.d. Web. 3 Feb. 2014. LEGGETT, KATE. "Seven Steps To Improving Your Customer Service." CRM Magazine 17.6 (2013): 16. Academic Search Complete. Web. 6 Feb. 2014. Yakal, Kathy. "17 Cheap Or Free Marketing Ideas." PC Magazine 28.6 (2009): 1. Academic Search Complete. Web. 5 Feb. 2014.

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