This question has been posed to me over and over again. After all, Tax is boring right?
My Response? I explain that for me it’s not about being passionate about Tax, it’s about being passionate about People and the Relationships that I can develop when helping my clients form and grow their wealth and business.
Having been an Accountant in this field for over 16 years, I became painfully aware that there was a need to shift the way we, as Accountants and Tax Agents, see our clients and their needs. I made it my mission to treat my clients like individual people instead of simply a number on a screen and potential billable minutes. I understood that all clients have different needs and goals and felt that the best way to approach this was to offer flexibility to achieve added benefits for not only families but businesses as well.
By taking a more personalised and holistic approach to my clients and their affairs, I have managed to demonstrate my dedication and thorough understanding of their situation so that we can address their needs directly and specifically. I show them that I actually do care about them, that it’s not all about fee income, the clock and time billing; it’s about checking in, following up, guidance and recommendation.
At the end of the day, I want my clients to feel comfortable coming to me for any assistance that they might need, be it tax-related or business related, related to other professional fields or even their personal circumstances. I have spent many years building an outstanding professional network and recognise that for my clients I have become their go-to trusted advisor.
My services add true value to my Clients and their compliance and business situations. I do not believe in charging exorbitant fees. Fair fees for the benefits and difference I provide ensures that our clients see real value in the special attention that we give to them and are happy that we go the extra mile for them without charging excessive pricing.
It is through this specialised attention to our clients that word of mouth has proven extremely beneficial to my practice. Many testimonials received through word of mouth, social media and online have given us the opportunity to expand and grow our client base, and new clients coming onboard already know that what we can offer is unique in comparison to other firms.
Although we are located in the Perth Hills – both in Roleystone and Kalamunda – we are currently servicing clients all over the state or Western Australia and this Country, including the far North-West of Western Australia, Southern Regions of Western Australia, Queensland and Victoria! This wouldn’t be possible without the amazing advancements in technology enabling us to communicate with our clients via Email, Cloud Accounting and Telecommunications options such as Facetime and Skype.