Be honest. Is your accountant and professional business advisor:
easy to talk to;
someone you can count on to follow up;
efficient and gets things done;
approachable;
someone who treats you with respect;
someone with the level of expertise you trust and need for your business; and
someone who cares enough about you and your business to call out of the blue to see how you’re going?
If they’re not ticking all these boxes, don’t you deserve better service and ...
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Hi team, can I just start by saying that you have done very well to create such a great website and user portal. It is very user-friendly, which is a must these days due to the time-poor nature of everyone's busy lives. I've already had positive reviews left on my business page - Living Wealth Financial, and I have to say that it's with this type of exposure that clients can voice their opinion about local services, and pay-it-forward to their friends, family and anyone needing trustworthy, honest and reliable financial services.
Word of mouth is still a very important aspect of a potential clients decision-making process, in order to do business with a person or company. It's that word of mouth advertising that instils trust and respect which helps to guide them to make the best decision possible for themselves, and their family. I feel privileged every time that phone rings because I know that it takes courage to pick up that phone - especially when one is talking about their finances.
So again, a big thank you to Search4Accountants for their technical mastery and flawless customer service.