We Don't Build a Client List,

We Build Relationships

As Valentine’s Day approaches, Hallmark reminds us to recognize and acknowledge the relationship with our spouse, significant other, parents, children and close friends. But who reminds us to acknowledge, or even consider, the relationship we have with our CPA?

  

Each of us have different beliefs regarding what is important to us in our personal relationships; not only do we look for distinct personal qualities, we have different desires, needs, expectations, objectives and priorities within each relationship, and consequently, we put forth varying levels of effort in our attempt to achieve the relationship we want. Those attributes, and others, along with our personality style, will ultimately shape the type of relationship that ensues, whether it be a long-term partnership, an association of convenience, one formed solely out of necessity or one that is superficial, meaningless and easily-replaceable.

   

Like the unique perspective we each have regarding personal relationships, individual business owners embrace various mindsets concerning their business, not limited to their goals, their approach to its operations and the amount of effort they are willing or able to put forth. For some business owners, their business is their life, they love what they do and are passionate about it because it’s their livelihood and their everything, while others view their business merely as a means to pay their bills with the ability to make their own rules.

  

Strive Tax & Accounting doesn't Build Client Lists, We Build Relationships

Few of us understand that a relationship with your CPA is even necessary, not to mention vital, to the success of our business.

   

While there is some truth to the saying that ‘anyone can crunch your numbers’, much like the relationship with your significant other, having a deeper, more secure, meaningful and long-term bond is absolutely necessary to foster continued growth and to be successful.

   

bookkeeping, accounting, tax planning, finacial reporting

Comparable to your spouse, your CPA should be thought of as your trusted partner and advocate, in addition to your consultant or advisor.

   

Throughout life, whether you’re in pursuit of a significant other, reevaluating or revitalizing the relationship with your existing CPA, or pursuing a connection with a new CPA, it’s key to first determine what is important to you, as well as your priorities and overall business goals and objectives.

   

Although many of us have specific attributes we desire in a partner (CPA), it’s essential that your list of attributes or qualifications isn’t based on assumptions, or based on misunderstood or erroneous information you have received from others. So then how do you know what you really need? Where do you start?

   

First and foremost, don’t formulate your requirements based on what services, qualities or characteristics of a CPA you think are available, or have been made available to you in the past.

During the pursuit of any new relationship, we often reflect upon our prior experience, knowledge and assumptions in addition to seeking the recommendation, referral or advice of others; but because we are all unique, few will have the same satisfaction or success with the same partner (CPA).

  

It’s important to remember, this is your relationship, your business, and you need to find the relationship that’s best for you, not for your competitor, for your neighbor or the relationship that’s best for the business of your friends or family.

   

For those who are content in their current (CPA) relationship, it’s beneficial to periodically review that relationship to measure it’s overall success, it’s achievements and shortcomings, and to ensure that it’s truly a partnership of value that is meeting your needs. Reassessing an adequate or comfortable association with an individual (CPA) you’ve maintained a long-term rapport with is rarely easy – but nothing good in life comes easy, right?

   

You’ll likely find benefit in educating yourself and utilizing ‘free consultations’ or educational seminars offered to learn the professional opinion and styles of other CPAs. Similarly, determine what personal attributes are important to you.

 

Is it important that you and your CPA have a shared work ethic? Do you favor a CPA who can talk to you on your terms to help you understand the tax mumbo-jumbo or do you prefer someone who has memorized the tax code? What is your personality style? Is that style exhibited in your business, or is your ‘business style’ different? Do you prefer your CPA to be forthright, honest and realistic or gentle-natured and soft-spoken? What are your expectations regarding communication, industry experience and future planning?  How important is it that your CPA thinks of you, takes initiative and is proactive in your tax or financial planning even when you’re not on their schedule?

bookkeeping, accounting, tax planning, finacial reporting

You’ll likely find benefit in educating yourself and utilizing ‘free consultations’ or educational seminars offered to learn the professional opinion and styles of other CPAs. Similarly, determine what personal attributes are important to you. Is it important that you and your CPA have a shared work ethic? Do you favor a CPA who can talk to you on your terms to help you understand the tax mumbo-jumbo or do you prefer someone who has memorized the tax code? What is your personality style? Is that style exhibited in your business, or is your ‘business style’ different? Do you prefer your CPA to be forthright, honest and realistic or gentle-natured and soft-spoken? What are your expectations regarding communication, industry experience and future planning?  How important is it that your CPA thinks of you, takes initiative and is proactive in your tax or financial planning even when you’re not on their schedule?

By subsequently communicating those details, as well as your goals, expectations, objectives and priorities to your existing, or prospective, CPA, you establish an honest foundation on which to build. And not unlike dating (before committing to marriage), or interviewing job applicants (before hiring), it’s likely you’ll meet a few ‘unsuitable’ candidates before choosing the best partner (CPA) for you, and that’s ok too.

  

Remember, not all business owners are identical, and you deserve a CPA who will not only respect and admire your uniqueness, but who also understands you, your business, and the challenges you face.

  

Ultimately, you should not only be confident in your CPA’s education and experience, but you should feel comfortable and secure communicating with them, especially when business is difficult, and you should inherently and genuinely trust that they will protect and defend you (under audit). Although not always glamorous, the relationship you have with your CPA should be one based on respect and understanding while feeling secure about the partnership and believing they have your best interest at heart.

   

bookkeeping, accounting, tax planning, finacial reporting
bookkeeping, accounting, tax planning, finacial reporting
bookkeeping, accounting, tax planning, finacial reporting
bookkeeping, accounting, tax planning, finacial reporting

A SPECIAL THANK YOU to MY CLIENTS

& the AWESOME BUSINESS OWNERS 

that helped make this possible

 Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions.

Continually striving for accuracy, excellence and the highest level of integrity.

Strive Tax & Accounting, LLC

CPA's specializing in small business tax and accounting with emphasis in construction and manufacturing for corporation and passthrough entities.

PO Box 28353

Green Bay, WI 54324

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