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Conversations with Clients – My Best Teachers

October 16, 2018 In Uncategorized
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As a CPA, I am constantly in learning mode. New technologies, new tax laws, and new accounting requirements require me to always be reading, researching, listening to webinars, taking classes, and interacting with other CPA’s. It sometimes feels like it is impossible to do enough. I do the best I can. Fortunately, I love learning, so it is enjoyable to me. It is especially gratifying when I can take something I have recently learned and apply it to a client. I am thrilled when I can use my learning to my client’s advantage – to make their life easier, help them be more profitable, or better prepare for tax time.

Although pushing learning and information to my clients is an important way that I support them, I have recently realized the value of the learning that my clients pass back to me. Conversations with clients have truly become my best source of learning. When we discuss the specifics of what they are experiencing “in the trenches”, I can then design very specific solutions to meet their needs. My education provides me with high level concepts, but understanding what the small business owner is experiencing on a daily basis is the learning that makes me better at what I do.

The client relationship is critical to my ability to provide value, great service, and be a trusted advisor. I work to structure our relationship with ongoing communication throughout the year, so that we can continuously share experiences, challenges, and learning in an effort to help them move their business forward. My clients have become my best teachers and I strive to be theirs.

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 Beyond Financials Consulting Westfield, Summit, Millburn, NJ

At Beyond Financials Consulting, our small business services go beyond preparing financial statements and year-end tax calculations. We take a proactive approach to our clients’ financial needs by working closer to their business than traditional CPA firms. Our top priority is making sure our clients understand their financial results and can make informed decisions.

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