Alright – so today we’ve got the honor of introducing you to Ro Bourne. We think you’ll enjoy our conversation, we’ve shared it below.
Ro, thanks for joining us, excited to have you contributing your stories and insights. We’d love to hear about the early days of establishing your own firm. What can you share?
Establishing my independent practice certainly came with challenges. First, there’s the self-doubt! For instance, the uncertainty about how to start/run a business or how would I attract clients. What if I don’t know enough? Or do I have what it takes to run/manage my own business.
However, while attending college taking finance, taxation & business management courses definitely gave me a boost in confidence!
If I could rewind back to the first day I started my business, honestly, I wouldn’t do anything differently. The entire process from beginning to where I am now has been a learning experience. The growth of my business as well as my personal/professional growth have advanced. It has undeniably put us on the path of longevity for business.
My advice to anyone interested in establishing their own firm is DO IT! Do it scared! Do it alone! JUST DO IT! But most importantly do your due diligence! Educate yourself! Surround yourself with like-minded individuals/entrepreneurs. In addition, find mentors; that will be a significant asset for you & career.
Ro, love having you share your insights with us. Before we ask you more questions, maybe you can take a moment to introduce yourself to our readers who might have missed our earlier conversations?
I initially became interested in the finance industry due to my childhood. I grew up around many people that would work extremely hard but would still live from paycheck to paycheck; so, for that reason I wanted to understand how money worked.
Brief introduction, I’m Ro I was featured in the Voyage January 2020 Publication.
I’m a US Navy veteran and I have a degree in finance. I’m an IRS certified tax preparer & participate in annual federal taxation studies and testing. I’m the CEO/President of Bourne Tax Preparation & Bourne Alliance Group, LLC located in Conyers, GA.
Services offered:
1. Tax preparation- We provide tax prep & refund advances.
2. Tax planning- We provide tax planning for high-net worth individuals (annual income $350k & up)
3. Financial coach- We provide assistance with personal financial management.
4. VA disability claims compensation assistance- We provide assistance to all veterans that meet the criteria:
– Served at least 90 days
– Received a DD214
– Received an honorable discharge
5. Crypto education- We provide classes teaching crypto to beginner, intermediate and advanced students.
6. Mentorship- We provide support to the community whether it’s for personal or business development.
7. Not finance related! We provide small arms training also. Our trainer is a 20-year US Navy Gunner’s Mate retiree and has trained 10,000+ military personnel & civilians.
We solve a variety of problems for our clients because we understand that every situation is unique. When they contact us regarding questions/concerns, we’re prompt to respond in a timely manner. We pride ourselves on great customer service, ensuring we deliver every time!
From 2018 to date, we have reduced millions in tax liabilities for our clients by taking advantage of federal & state tax codes. It is critical to understand the tax laws because it changes regularly, and it comes with tons of benefits when you implement codes in tax planning/preparation!
However, what we’re most proud of is working as advocates for our fellow veterans. We have assisted dozens of veterans transition out of the military and back into the civilian sector, in addition to aiding them with their VA disability claims process. These veterans now receive tax free compensation every month for the rest of their life! It’s an amazing feeling to make a profound impact in someone’s life; especially increasing their income during a time of inflation!
What we want any and everyone to know about our brand is, we believe in transparency, integrity, due diligence, continuing our education and providing the best service to all 50 states and to our overseas clients.
What’s been the most effective strategy for growing your clientele?
Growing our clientele has been a process because we had to build a reputation. However, providing excellent service and being knowledgeable taxation & finance professionals has definitely helped our business grow through referrals. Another source to growing clientele is through mailers. This method put you in every mailbox and your advertisement is the potential client hands! We’ve definitely found this to be an effective strategy in growing our business.
What’s worked well for you in terms of a source for new clients?
My team provide tax preparation service for all incomes; however, the best source of new clientele has been working with high-net-worth individuals. We provide strategic tax planning from the beginning of the year to the end. This service has been tremendously helpful saving clients’ money by reducing their tax liability. We are currently networking to service clients (rappers, singers, actors, NBA players, NFL payers & etc.) in the entertainment industry. Why? Because we’ve seen/read too many unfortunate circumstances when entertainers are blindsided because their accountant didn’t do their due diligence and as a result, they are hit with huge tax bills for back taxes. We want to ensure that entertainers are well taken care of in the finance/taxation area!
Contact Info:
- Instagram: ro_bourne
- Facebook: Ronesha M. Bourne
- Linkedin: Ronesha M. Bourne
- Twitter: Ro Bourne
- Other: [email protected] [email protected] 2445 Salem Road SE Suite Q Conyers, GA 30013
Business number: (770) 634-1932 Business name: Bourne Alliance Group, LLC
Image Credits
Credits: Alexander Aperture & Flip Gucci