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.

Latest Blogs

Visit from the VAT man – would your business be ready?

VAT officers can visit your business to inspect your VAT records and make sure you’re paying or reclaiming the right amount of VAT at any time. If they turned up next week, are you confident you are ready?   Generally speaking businesses are selected for a VAT inspection by a computerised selection process based on criteria including the businesses turnover, its … Continued

Read more

Xero add-ons – making your business simpler

Xero cloud accounting software is not a standalone product. Once you have seen the benefits and decided to move your accounting to the cloud, there are over 700 apps that integrate with Xero to help you reach your goals.   Whether you are looking for something to help deliver projects, improve cash flow, or manage … Continued

Read more
View all blog posts

Send this to friend