1. WELCOME TO James Hamlin & Co., P.C.. Invested in you. Invested with you.

2. Welcome About Us Managing Accountants Trust In Us Keys To Success Technologies Available FAQ’s Additional Services Referrals / Incentives Contact Us How Are We Doing?

3. Welcome We want to officially welcome you to James Hamlin & Co., P.C.! We are honored to have you a part of our family. This packet contains important and useful information about our services and our service partners that will benefit you and your business. Our client relationships are of very high value to us. We have your best interests in mind. Our unique range of services allows us to care for your business as if it were our own, with guidance throughout the year and not just at tax time. We worry about your business financials and upkeep so you don’t have to. The objective of our services is to help you become more successful and profitable. We offer proactive guidance and compliance support to move your business forward, taking accounting, financial, tax, and payroll burdens off your desk. We look forward to servicing you now and into the future.

4. About Us We’ve been providing client’s peace of mind for over 50 years. Since 1964 James Hamlin & Co. has helped clients maximize their profit potential while achieving and exceeding their business growth goals. We are a small certified licensed CPA firm with the depth of a larger firm. Our second generation family-owned business knows firsthand the importance of providing and incorporating forward-thinking financial advice, preparation, and planning. At James Hamlin & Co., we’re deeply service oriented, offering smart advice and business management counsel combined with a proactive approach and information technology to protect you. We believe that our achievement depends first and foremost on people. By respecting people in everything we do, we develop and maintain high quality, mutually beneficial relationships with our clients, colleagues, community and each other. We gain trust through our actions. We earn long-term client loyalty by developing an in-depth understanding of each client’s business and personal goals. We demonstrate unwavering reliability and integrity in our work and act as an independent objective advisor to our clients. We value the need to continually grow our collective technical expertise. We strive to stay current on the ever-changing marketplace. We believe in sharing knowledge in relatable, actionable ways to create value for our clients and better ourselves. We demonstrate leadership both within the firm with respect to developing our next generation of leaders, as well as within our market with respect to being recognized as a firm that is the leading expert in the field. As leaders, we encourage and nurture clients and colleagues to excel personally and professionally.

5. Meet Our Managing Accountants We are a family-minded business based on a culture of partnership and dedication. Each of our clients, not only has an accountant that works with them, but they have a team of people striving to help them with the success of their business. Our team includes many important supporting team members. Each team member is committed to the investments in time and knowledge to push your business goals forward. We pride ourselves on personalized, superior service.

6. Trust in us We’re Available. Along with your accountant, you have an entire accounting team at your fingertips. Whether it’s an email or a phone call, we aim to respond to you within 24 hours. We Stay Alert. Laws and technology are always changing and we adapt to those changes. Our already knowledgeable staff continues to learn and research new topics and trends that may impact you and your business. Our continuing education programs give us the power to keep you informed. We’re Dedicated. We come alongside each of our clients and play an active role in the success of their businesses. We visit with our clients regularly so we understand their businesses and personal goals. Only with good understanding can we give good advice. We hold ourselves to the highest of standards. We maintain an environment where a commitment to quality, honesty, respect, and professional ethics guides the actions and decisions of everyone in our firm. We gain trust through our actions.

7. Keys to success Report Data Timely and Completely. Reporting complete, on-time data every month allows accurate and timely delivery of your financial statements. This will in turn help you make the best business decisions. Keep Us Informed. If you obtain a new loan or make a large purchase, it is important to keep your accountant informed. Remember, complete data is the key to accurate financial statements. Be Available. We aim to be readily available and we ask the same from you. Keeping your contact information up to date with us is extremely important. Letting us know the best time to reach you and the best phone number to reach you at will ensure timely communication. Our goal is to provide timely financial statements which will allow you, the business owner, to make management decisions that will impact your business in the now. We can’t achieve this powerful goal without a few things from you.

8. Technologies Available to You

9. QuickBooks Online – Cloud based QuickBooks NetClient – Secure online portal used to view your financial statements and/or tax returns from your accountant NetClient app – 24/7 access to your portal on your smart phone or tablet Site User – Secure online portal used to upload QuickBooks and bank statements to your accountant LedgerSync – Secure program that allows access to your bank and credit card statements Remote Desktop/Team Viewer – Simple and fast solution for remote control, desktop sharing and file transfers. Please contact us to sign-up. We operate on secure servers to protect client information and keep your identity safe.

10. FAQ’s Why am I getting calls from X when my manager is Y?  At James Hamlin & Co., each client has a dedicated team of experts that work together so that you, the business owner, can focus on your business. Why do I occasionally receive emails sent through Constant Contact?  Constant Contact is our online email domain used to share information to better you and your business. Monthly tips as well as important year-end questionnaires are just a few of the valuable communications that you will receive through Constant Contact. We will not sell or share your email information with anyone. Will I be charged extra if I call with a question to my accountant?  No. We are always readily available to answer your questions. We encourage you to call us if you have any questions. How will you gather my business information?  We have multiple options available to you for us to receive your work. We provide postage paid envelopes should you choose to mail your work to us. We also have access to remote log-in and secure online portals. Please discuss with your accountant your preferred method of delivery.

11. Additional Services PAYROLL FINANCIAL PLANNING CONSULTING ENHANCED QUICKBOOKS INFORMATION TECHNOLOGY AUDIT PROTECTION PLAN TAX PLANNING

12. Referrals / Incentives The highest compliment you can give us is the referral of a new client. Do you know a friend, family member, or colleague that would benefit from the level of service that we provide at James Hamlin & Co., P.C.? For our current clients, we offer an incentive for every referral that ends up doing business with our firm. They may be interested in the following: Innovative business and strategic planning Methods of increasing profits and reducing taxes Time savings strategies for bookkeeping and tax reporting Monthly bookkeeping and accounting functions Complete payroll processing How To Submit Your Referral: Simply call us today or send us an email at: Contact Us/Referral Contact Us/Referral

13. Contact Us Hours of Operation Monday – Friday 8am to 4:30pm To contact any member of your team dial the main number at the following locations: Antioch – 847.395.6000 Gurnee – 847.406.2000 Lake Zurich – 847.540.3300 Main Fax – 847.395.6010 Our Locations: 1555 Main Street Antioch, IL 60002 4340 Grove Avenue Gurnee, IL 60031 765 Ela Road, Suite 310 Lake Zurich, IL 60047 www.jhamlin.com Connect with us on:

14. How Are We Doing? We are always looking to improve and better our services. Your feedback is valuable to us. If you care to write a review or to send us feedback, please feel free to leave a comment on any one of our social pages below or simply send us an email at Contact Us.Contact Us Thank you! Google+ Review Yelp Review