1. GIVE CLIENTS THEIR TIME BACK
Clients value day-to-day finances becoming virtually hands-off! I take care of all their time consuming bookkeeping tasks, which lets them focus on actually growing their business.
2. LEARN TO LISTEN
I build a great working partnership revolving around trust and listening to my clients problems, and advising them on solutions.
3. LOOK AHEAD
Be proactive! I use plain-language reports and graphics to show my clients how their business is performing and offer suggestions to improve financial performance.
4. BUILD A BETTER BUSINESS MODEL
Clients value advice when they can’t pinpoint what’s wrong with their business. It’s not a buzz marketing phrase anymore, people are actually forming these business models.
5. PLAN IN TIME-ON, SO THEY CAN ENJOY TIME OFF
Having real-time data, monthly get-togethers & systems in place reduces the need for endless questions between the client & accountant & a lot of stress so they can run their business & sleep well at night!
6. BE A PARTNER, NOT JUST AN ADVISOR
Business owners value my financial skills but also look to me for leadership & emotional intelligence. I partner with them across technology to ensure they can manage their business better whilst giving them the tools to improve their revenue and profits.
7. CLIENTS WANT AN EFFORTLESS EXPERIENCE
What clients all have in common is a need for efficiency in their own time management and clarity on their business activities. Ideally these are delivered with minimal effort on their part.
8. IT’S GOOD TO CARE
Clients value an advisor who genuinely cares about their business, and provides honest independent advice.