You The Accountant

You should be prepared to offer clients the following as a minimum:

• Fixed fees which include unlimited phone support.
• A guarantee their work would be completed on time.
• Be willing to offer them some free advice at an initial meeting.

If you were not prepared to offer these to clients then this process is unlikely to work for you. It is better to be clear about this up front as our aim is to be fair and develop a long term relationship with you so that we only work with practices the process is likely to work for.

You will also need a hardworking & proactive approach. The process works but you must have the right attitude towards clients.