Our approach to client services is ingrained with the core belief that process development and documentation is key for any successful business. Here we are talking about accounting processes, but this thinking also applies to any significant process along the business value chain. This approach, however, often differs from that of other accounting and consulting service providers. Many of these providers have a deeply-held commitment to the scalability and growth of their own service offerings as first priority. Of-course, this strategy is not entirely unreasonable, because after all, growth and scalability are major drivers of business profitability for them. Unfortunately, adhering to such priorities often conflicts with the needs of clients and frequently results in sub-optimal business solutions. A more refined analysis is often required, but what exactly does this mean exactly?
While we do not negate the benefits of growth and scalability, our primary aim is to offer only those accounting/consulting services that will maximize value for our clients. We do not offer services that will be beneficial to our own growth and scalability if those services are not foremost beneficial to our clients. How do we accomplish that? The first step is always to obtain a meaningful understanding of the client's business operations and objectives. This includes creating documentation thereof which serves as a basis for selecting services and building out processes for the client. Service providers that obtain such an understanding and documentation are in a much better position to offer their clients the correct spectrum of accounting and consulting services. In some instances, it is appropriate to offer "cookie-cutter" solutions. As it happens, when the correct assements are made, there often is no need to "re-invent the wheel" and a "cookie-cutter" approach is often the most beneficial in the long-term. However, many business processes will require bespoke solutions customized to the needs of the individual client. At face-value, the creation of bespoke processes is more costly, but when selected for the correct reasons, bespoke processes are typically the most beneficial approach in the long-run. We say typically, because bespoke processes have to be designed correctly, need to be monitored and adjusted periodically to deliver the promised long-term benefits. Our ability to discern the needs of our clients in the long-run is what sets us apart from the competition.
To summarize, here is what our approach entails:
1 - Document a meaningful understanding of the client's business, its operations and objectives.
2 - Offer only those accounting/consulting services which have the greatest potential for maximizing the client's business value.
3 - Develop and document the processes.
4 - Execute the processes and deliver output to the client.
5 - Monitor the processes and seek feedback from the client.
6 - Periodically update the process design.
Experience - We have years of experience in audit, accounting, and consulting services serving small to large corporate clients, as well as, individual clients.
Process development - We believe that process development and documentation is key to operational excellence for businesses. This distinguishes us from many service providers, which do not hold and/or practice this view.
Focus on the long-term - Our approach emphasizes long-term and mutually beneficial client/service provider relationships. We do not like transactionality. Our view is that if your business does well, our does too!
Costs - We offer our clients low-cost services without sacrificing the quality, because of our low overhead. We only opt for costlier bespoke solutions when it makes senses from a long-term perspective.