Teresa C. Mason, CPA's Page

What company (companies) do you represent?

Collins, Mason & Company, LLP

Website:

http://cmcaccountants.com

Where is your personal office? (City, State/Province, Country)

Oakland, California

Where do you personally sell?

San Francisco Bay Area
East Bay
Marin

Describe your company's offerings

Accounting and tax services for high wealth individuals and closely held businesses

Which industry do you represent? (How would a client or partner label your service offering?)

Accounting

Which titles make purchase decisions for your offerings?

CEO/Owner, Finance

Do you target specific types or sizes of companies? If so, please explain.

Personal service businesses ie architects and engineers
Multi generational family businesses

Who are your power partners? (Who refers business to you? What business are they in?)

Bankers, Attorneys, Investment Advisors, Business Consultants

What are some symptoms that a prospect might need your offering?

Inadequate financial reporting systems
Lack of understanding of financial position
Someone who has received poor service from their current advisors
Business going through changes - growth, sale of business

What differentiates you as a possible business partner?

Team commitment to OUTSTANDING client service - we value timeliness and avoid unexpected tax suprises by utilizing effective communication techniques.
We are innovative problem solvers - its not just a tax return but a key relationship that can help you reach your goals
Mother - daughter team that understand multigeneration issues and family run businesses

Who first told you about the B2B Power Exchange Community?

Ken Madsen, Riley Design