Carefully Selected Employees
We carefully screen all applicants before we hire them. Candidates are evaluated not only for their competence but also for their communication skills, personality, appearance and ability to relate to client needs.
Quality Work
Quality services require quality people. Eighty-percent of our staff are Certified Public Accountants -- an usually high percentage among firms our size. Over the years our personnel have worked closely, and harmoniously, with banking officials, attorneys and insurance specialists as well as corporate executives and individuals. One reason for the good relations that exist between us and our clients is our follow-up. We might not have the answer to a question over the phone, but we'll get back to the client with a thoroughly researched and documented response as soon as possible.
One-To-One Relationship
It's our policy to serve all of our clients on a one-to-one basis. The accountant that's initially assigned to a client handles any subsequent services the client may require. This builds an important rapport between our accountant and the client, not to mention a desirable familiarity with the client's problems and needs. To further strengthen client/Leonard F. Polk & Co. relationships, we make it a practice to do the following: send engagement letters so clients know our fees before we commence work; have each job assignment reviewed by a partner before it's released; and mail a monthly newsletter and a quarterly tax bulletin to every client we serve.
Conscientious Performance
Our employees are instilled with a dedication to get the job done right, and on time — every time.
We Make House Calls
It's our practice to serve clients, not only professionally, but also as a friend. We'll meet with clients anytime, any place, seven days a week. Often a meeting at their home provides a more convenient, convivial and private place of doing business than their offices.
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Accessibility
Few things are more annoying in the business world than waiting an inordinate amount of time for someone to return your telephone call. For this reason, it's a company rule that all employees must return a call quickly. Even if the employee is out of town, the call must be returned within 24 hours.
Client Specialization
We do not try to be all things to all clients. Currently we limit our practice to small or medium-size corporations, partnerships and individuals. Specializing in this way has enabled us to become even more proficient in serving these types of clients.
Out-of-State Capabilities
While most of our business comes from a tri-state area — comprised of Ohio, Pennsylvania and West Virgina — we can handle matters that involve any state by networking with qualified CPA firms on a reciprocity basis.
Up-to-Date Personnel
One certainty in our profession is the likelihood of major changes almost yearly in tax laws and accounting procedures. To make sure our employees are always up-to-date, each accountant spends at least 40 hours a year in continuing education. Advanced education for our staff is encouraged and funded by the firm. Also, we voluntarily submit to periodic peer evaluations by the American Institute of CPAs (AICPA), via their "Quality Review Program", to ensure maximum operating efficiency. We belong to both the AICPA and Pennsylvania Institute of CPAs (PICPA) organizations.
No-Charge Initial Consultations
We do not charge a fee for the first meeting with a prospective client to determine his or her needs.
A Wide Array of Accounting and Tax Services
Leonard F. Polk & Co. accounting and tax services are many and varied. Although we offer a broad list of services, we are much more than a tax preparer. If clients so wish, we can provide financial planning, estate planning, insurance reviews or a complete inspection and critique of a client's business operation.
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