Getting to know you – it’s good to talk

Traditional accountants look at balance sheets, Profit & Loss Accounts, ways to maximise your tax position, and prepare paperwork to meet HMRC obligations (to name but a few standard areas). But there is more to understanding how to provide client service, or good client service, than that.

It is all dependent on the value that a client places on it’s requirements, and what they are looking for at that particular time. At KPP we work alongside our clients to grow their business, but the question we like to ask our clients, is WHY? Why do you want to grow your business? What do you want to achieve? What is the bigger picture?

The bigger picture is the interesting part. Whether it is to own their dream supercar or yacht, to have 20 offices throughout the world, to retire early and live the good life drinking wine and eating cheese in Southern France, or to be able to pick up and drop off the kids at school every day, we need to know what motivates them to work. And these goals will change as time goes on.

Here are some questions we will ask you as a new client:

  1. What is important to you in your life?
  2. What’s one thing about your business you are most proud of?
  3. How do you define success?
  4. What would you need to achieve in your business to achieve this success?
  5. How can KPP help you to get there faster?
  6. How can we best help you to stay on track?

Once we know what you are really trying to achieve, we can work with you to ensure those dreams become a reality.

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