I try to keep the lines of communication between myself and my clients wide open for several reasons. First of all, I think that as a client you deserve to know what is going on with all members of your tax, legal, and financial advisory team. No one likes to be passed off or left hanging in any business matter, but even more so when it pertains to your personal finances and your family’s well-being. Secondly, I aim to deliver my services in a manner that is convenient and pleasing to my clients, understanding that different clients prefer to work with me in different ways. As my firm continues to grow and I add more staff, both professional and clerical, the challenge of maintaining the personal touch increases.
As I add people, I hope to make smooth transitions with client management, which will be accomplished in part by clearly defined roles within my firm. However, it is inevitable that there will be some growing pains. I expect to feel some of the growing pains myself, as I am the owner who is growing his business. However, I hope to prevent my clients from feeling any of my growing pains, and so I encourage each of you to speak up if your services are not being delivered up to your expectations so that I can remedy the situation quickly. Growing my business requires adding more clients, but I steadfastly hold onto one of my core goals, which is never to lose an existing client for lack of satisfaction. (I know some clients will leave for reasons out of my control, such as when their friend or relative enters my field and they would prefer to support their friend or relative.)
I saw a year-over-year increase of 366% in the number of tax returns I prepared this year. This is of course great for business, but resulted in a severe lack of sleep to me personally! I did not expect to grow quite so fast, otherwise I would have hired someone ahead of time. Needless to say, I will be hiring at least one other tax professional to begin working with me at the start of 2016. I do have several highly qualified prospects, but I would certainly welcome any additional candidates. If you know of anyone who might be interested in either full-time or part-time work for next tax season, and perhaps beyond that, please let me know. The most important quality for an ideal candidate would be an attitude which is positive, teamwork oriented, client-friendly, and a willingness to learn. Education and background in tax, accounting, finance, or law, and one or more of the following designations is highly desired: CPA, CFP®, MTax, MBA, JD. The compensation package will involve at least some level of incentives.