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Tea & Tax Talk

I like it when my clients …

Whether it is just after busy season or any other time of the year, tax and accounting professionals like working with clients who take an active interest in their tax and financial matters. And clients like it when their tax advisor is proactive. According to the 2022 Taxpayer Insights & Intelligence Brief, 79% of clients are willing to pay pros more if it results in better outcomes, while 69% of clients want more advice from their tax pro.

Al-Nesha Jones, CPA, MBAASE Group: I like it when my clients allow me to play my position. When a client comes to us and says, in their own words, “I’m an entrepreneur and want to spend more time in my genius zone; I want to partner with you so that you can operate in your genius zone as my accounting and advisory partner,” I immediately know something great is about to happen.

We are most helpful to our clients when they are ready to embrace a partnership and release the hold that social media advice has on so many business owners. They’re open to suggestions and willing to make improvements, and that means we’ll be able to make a true impact on their businesses and their lives. When they’ve reached this point, we’re positioned to help them create more capacity for what brings them joy. This person is about to improve the strength and sustainability of their business. Great things are in both of our futures!


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