Organization Through Binding: An Accountant's Approach
Pradip Patel & Co. has offered certified accounting services to consumer and business
clients in the Chicago area for over 30 years.
Pradip Patel & Co. helps clients organize their tax returns using Fellowes binding
machine
To help his clients keep their tax documents manageable, Pradip Patel began using a
binding machine to organize annual tax returns, binding all related papers into one
concise document. This approach allowed clients to maintain well-organized records
throughout the accounting cycle. With issues such as audits, tax returns were already
efficiently organized and ready to present. The approach also made complex tax
documents more accessible to clients.
By offering bound tax records, clients can see their tax information at a glance
anytime they need it. This approach helps clients keep their financial documents
organized, easy to understand and easy to access.
- Pradip Patel
Challenges
Accounting clients do not always keep well-organized records. Patel saw the
opportunity to give his customers the added benefit of receiving organized records
after visiting his office.
By binding the returns, Patel was able to help clients maintain organized records
without much effort on their part. Each bound return retains all primary documents and
highlights important information that could be seen in a glance, including adjusted
gross income, taxable income and payments due.
The bound return remains self-organized, completely intact and with key data on the
cover and first page for quick and easy reference.
How Product Helped
The
Fellowes Star+ 150 Manual Comb Binding Machine
allowed Patel to bind returns quickly and easily at the end of every client
appointment. Clients left the office with well-organized returns and less anxiety over
tax season.
Sometimes when I need to find certain financial information, I can refer to Patel’s
stack of bound returns in my closet for faster results. Because they are so well
organized, it is sometimes easier to get the info I need from there, rather than my
own personal files.
- Client of Patel
Results, Return on Investment and Future Plans
Patel has since upgraded to a
Fellowes Quasar E 500 Electric Binding Machine to
increase productivity. He will be adding a second binding machine for his support
staff.
Since implementing a binding machine as part of his tax preparation process, Patel has
increased his client list as his bound (and branded) tax returns attracted new
customers via word of mouth.
About Fellowes Brands
Fellowes Brands offers an extensive range of products to equip the home and workspace,
including paper shredders, air purifiers, binders, laminators, desktop accessories,
mobile accessories and records storage solutions.