I am a practicing CPA since 1984 and provide mostly investment management and financial planning services to approximately 100 clients. I also perform tax planning and preparation to about 50 clients. I am a sole practitioner without any employees and work out of my home office. All work is done by me. All calls are answered by me. I am securities and insurance licensed. In my mind, my name is my brand. I have been operating under the name Given & Associates, CPAs, PC in the past and am moving away from that because I no longer have any CPAs or other associates working with me.
Logo: Name: Roger Given MBA CPA
Tagline: Integrating Financial Advice, Financial Advice Integrated, Integrated Financial Advice? Something else?
Symbol: Globe? Founding father(George Washington from VistaPrint is a bit busy)? Eye to future? Mountain vista (Pikes Peak)? Face of someone stable, responsible, caretaker looking towards the future?
I have used a photo business card in the past and have liked it. I am not committed to it. The business card requires disclosures.
I like to educate my clients and then advocate a position that I believe is best for them.
I am well read about global current events.
Some adjectives I sometimes use are insightful, informed, holistic, comprehensive
Image should not be too splashy since I am adding it later in my career (age 52). If the image can convey that I have some tech skills that would be good because I plan on taking my business mobile in 4 years (traveling to different locations (maybe outside US) with my wife while she takes on one year assignments in her career). I can conduct my business with cell phone and internet and plan to add internet video conferencing soon.
Target market is business owners and middle to upper middle income level individuals. I have been self-employed since 1990 and relate well with business persons. I started my business as a CPA serving business as their accounting and tax advisor. I added financial & investment planning in 1992.