Duluth/Johns Creek/Lawrenceville CPA: How Do Your Treat Your Business Clients?
Each and every client of His CPA PC (A Christian CPA Firm) is special, as we are all God's children and made in His image. To that end we even have a policy of how we treat and consider others. To wit:
Communication of all material facts before client needs/asks. Tax plan, tax plan, tax plan. For quarterly's and monthly clients update formally (in writing) at least quarterly. All tax planning facts should be presented in full to me prior to sharing with client. Always let clients know where they stand vs. last and this year sales, profits, and withholdings. Let all clients know in writing by March 1 and April 1 plans for finishing their corporate and personal income tax returns respectively so as to be sure to have returns filed be their respective due dates of March 15th (for corporate returns) and April 15th (for personal returns).
Fix all problems before client knows that they have a problem. Visit clients (with their approval) to help set up controls and procedures with the goal of zero errors in their data and our reports. The goal will be to have the highest level of service changing traditional accounting firms services orientation from client correction to that of client advice.
Written communication of sales and profits quarterly comparing data to last year and anticipated results. Goal, no surprises!
Twice annually (in writing) give advice no one expected (i.e., life insurance needs, estate planning, collection procedures, cash flow issues, lines of credit, etc., etc., etc).
All clients are special. However, sometimes smaller clients (due to length of time holding file, deadlines, garnishments, etc.) will take precedence.
Turn around all clients within seven workdays. Treat everyone "special."
Communicate and interact with clients frequently.
We are where we are because of decisions we made in the past. Our current actions control our future. CPA's should help clients make sense out of a changing world, as we are the trusted professionals who people and organizations trust to shape their future.
Philippians 4:8-9 Finally, brothers, whatever is true, whatever is noble, whatever is right, whatever is pure, whatever is lovely, whatever is admirable-if anything is excellent or praiseworthy-think about such things. Whatever you have learned or received or heard from me, or seen in me-put it into practice. And the God of peace will be with you.
I challenge business owners to see what you can do to serve God, by serving Him at work by giving your best to all of your clients each and every day.
www.HisCPA.com A Christian CPA Firm in Duluth GA Proudly Serving Suwanee, Lawrenceville, Snellville, Lilburn, Duluth, Norcross, Peachtree Corners, Atlanta, Gwinnett, Johns Creek, Roswell, Forsyth, Flowery Branch, Buford, Dunwoody, Grayson, Alpharetta, Roswell, Sandy Springs & Tucker as a Faith Based CPA