Single entrepreneur loan acquisition supporter
Tax accountant Miki Shiraoka
Certified management innovation support organization Shiraoka Accounting Office
Worked at a bank for 27 years and has a thick pipe with the bank.
A professional tax accountant who obtains a loan to fulfill the dream of a single president who has no counselor
In the 1990s, when he joined a bank and refinancing of loans was not widespread, he made proposals based on customer requests and left 22 cases of refinancing of 450 million yen in 6 months.
After that, he planned the promotion of investment trusts and insurance at the headquarters, and was assigned to supervise the sales promotion at the branch office, but the results did not grow. He finds that the cause is tied to the goals set by the headquarters and he is not proposing what the customer really needs. After that, as a result of increasing conversations with customers and thoroughly making proposals that meet the needs of customers, we achieved the goals of the branch office and were commended at the employee award.
As a tax accountant, we will be able to provide accurate advice on a wide range of customer consultations, including borrowing, inheritance, and gifts. Focusing on “7 steps to borrow regardless of sales”, we will settle the accounts every month through monthly interviews, accumulate improvement measures by verifying the results against the initial plan, optimal management plan with growth potential, and differentiate from other companies in the same industry. Supports the president alone. Loan support is a complete performance fee system. In addition to lending, we also provide advice on subsidies and subsidies. We also provide one-stop services for labor issues in collaboration with specialists. Growth of customers with growth potential is their own growth. We provide the easiest place to consult in Japan so that strangers do not lose money and to make the employees and families of customers who are growing ahead smile.