Case Study: Ken the CPA and a NYC
Virtual Office

How can a Virtual Office help you?

Case Study: Ken
Type of Business: CPA
Location: Upper East Side, NY
Services: New York Virtual Office, Meeting Room Usage, Voice
Mail with Email Notification

Ken was a CPA employed by a major accounting firm in New York.
His story is similar to a lot of our clients – he worked 9-5 at the
accounting firm while running his own small tax advisory business
on the side.

He never intended on starting his own firm, it sort of just happened.
He first started doing taxes for his family-gratis. His family started
recommending Ken to their friends allowing Ken to start pulling-in
extra money on the side… Ken eventually got super busy, especially
around tax time. After several years he decided it was time to open
his own firm.

He didn’t want unnecessary high overhead costs since he was only
busy during tax time. Ken also didn’t want to rent just a PO Box or
basic mailbox service, so he decided that a NYC virtual office was
the way to go. After researching several companies, he selected to manage his New York business
presence because of the Company’s experience and

For starters, Ken subscribed to our business address rental (virtual
office) and 212 Manhattan voice mail service.

With his virtual office up and running, Ken worked steadfastly on
growing his small firm. Tax time referrals were great, but he knew
he needed more than just seasonal work if his firm was to survive.
In order to do that he needed steady year round work. The ideas of
bookkeeping and payroll services were on his agenda, he knew that
that would provide steady year-round income.

He started advertising his small firm using his NYC virtual office
address and phone number provided by;
inquiries started to pour in bit by bit. Ken would usually
visit his prospective clients at their place of business as this was
their preference, but he knew that he could always rent the available
meeting space on an as needed basis at his Manhattan virtual

Ken uses the meeting room regularly and often during tax time. For
the past several years, especially from January through April, Ken is
at the office so often it’s almost like he’s one of the staff. He meets
with his tax clients in the office for consultations and to review all of
their filing information. He comes prepared with his cup of coffee,
laptop, the client’s records, details and collects their paperwork;
Ken works on the actual filings in his home office.

If a client stops into the office without an appointment to drop off any
paperwork, our receptionist accepts their documents. Ken arranges
to pick these up during his meeting room visits.

He receives all his business correspondence, including payments,
at his New York City virtual office; and depending on Ken’s
schedule, we either hold his mail for pickup or forward it on a daily
basis during his busy season and on a monthly basis during his
down time.

Messages left on Ken’s 212 phone number with voice mail
provided are forwarded to
his email; he also receives a text message alerting him to check
messages. He just advised us that starting in January 2010, he will
be upgrading his phone service to include call forwarding. Hence,
he can answer his incoming calls directly, all calls would be
forwarded straight to his cell phone.

We are proud to have Ken and his CPA firm as one of our valued
clients and we’re enjoying watching his firm grow!
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