Thank you for the opportunity to work with you
and your staff. My goal from the beginning is to provide you
with a system to run your business successfully. The measure
of "Success" in a business is very subjective and can only be
defined by you. In order to do this properly my process requires
taking the following step:
I will perform a one-day on site analysis of your
current business model. This one-day is performed on a
Saturday when no non management employees are present and the
business is not operating. The purpose of this site analysis
is to inventory your key management processes and document your
current business model as being implemented. We will also
establish the primary needs of your organization.
After completing the review I will prepare a
detailed action plan to establish new and improved systems and
procedures to accomplish your individual objectives.
I will also provide you with option to install my
proprietary software to help implement the system and become the
vehicle by which to role out your system improvement to your
staff. All employees will be able to use a single integrated
system to help you operate and manage your business.
If this plan is acceptable to you please sign and
date the attached engagement letter and call me or email me to
schedule an appointment.
Don DeRespinis, CPA
General Manager
Charter Oak Lending Group, LLC
Mailto:danbury@snet.net
Phone: (203) 778-9999 x 105
Fax: (203) 730-9845
http://www.charteroakct.com