Approachability – clients come expecting a painful visit like going to a lawyer or dentist, but once they meet me they are so much more comfortable. I have a lot of comments like “wow – you aren’t like other accountants, you are so easy to talk to and I don’t feel intimidated” – it’s amazing a lot of clients feel their accountants almost look down on them or dress in such a formal way that it makes them seem stiff and unapproachable. I want my clients to feel at ease and that its important for them to be comfortable talking to me, I WANT to here it all. Everything they tell me can help me help them more. The more I know them and/or their business (the good the bad and the ugly) the better equipped I am to work with them in coming up with the best plan moving forward. I also want clients to know that even with everything moving online, I am available in person. Some clients really like the personalized IN PERSON relationship, I get that and prefer it myself.
Accountable – meaning they can count on me to get the work done and on time. I do what I can to ensure filings are done on time so they don’t get penalized. I am up-to-date on PD so they know they can count on me to be doing the work to the highest and newest standards. My quotes are guaranteed (actual will be the amount quoted or lower) so the can count on no surprise billings. My work is guaranteed – meaning if the CRA finds an error that I made – I fix it for free.
Affordable – my rates are very competitive. I am able to do so because I don’t have the same overhead structure of some of the larger firms, but I also don’t believe in charging more just because I can. For example, many competitors start NTRs at $2000 and Reviews at $5000. So, I could easily be doing the same, however, I believe in charging based on the work done and fees based on my overhead and not what others are doing.