Don’t call me proactive!!!


‘taking action by causing change and not only reacting to change when it happens’ (Cambridge Dictionaries Online)

Why do so many accountants insist on calling themselves proactive?
Is it because by nature they’re not, or are they trying to make themselves stand out from the crowd?
Perhaps it’s suggesting they will provide a better service, or is it a way to justify higher fees?
To properly service clients you need to listen to what they want, look at what they need and advise on a solution.
Keep in regular contact with your client, make sure you know how his business is performing and be there for him when he needs you.
Set a fee which is reasonable, not cheap. Cheap fees to win business are usually followed by additional fees for every form of correspondence and communication from e-mailed queries, to telephone conversations and casual meetings over a cup of coffee.
Added to this, if fees are set low to win business and further fees aren’t forthcoming then service levels will slip.
Your client needs to know he can call on your help and not be hit with a big bill every time. Good communication at the start will make sure everyone knows where they stand.
Fixed fees structures work, but not all of the time. Be clear where and when extra fees may need to be charged.
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About Mark Telford

I run a small vibrant accountancy practice. We're growing rapidly by offering clients a top class personalised service. There is no one size fits all approach at Telford Associates, we provide services tailored to our clients and develop these based on our understanding of their business and their personal needs and aspirations. We stay in regular contact with our clients all through the year, not just popping up at the year end to complete the accounts and tax returns. If you're fed up with a poor service or high fees from your accountant, who never returns e-mails or phone calls, please get in touch. I'm confident we can provide you with the service you deserve.
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