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Elevating Your Experience With Taiored Accounting Solutions That Put You First
We’ve noticed that accountants, bookkeepers, and accounting firms often operate similarly to doctors' offices—especially primary care doctors and OB/GYNs, whom we typically visit once a year. Much like these medical professionals, many accountants struggle with prompt communication, leaving emails, calls, and texts unanswered for far too long.
Services are often delivered late, customer service is lacking, and clients are left waiting. Many accountants seem overworked, burned out, and frustrated by undercharging while managing too many clients to provide the attention each one truly deserves. This approach leaves business owners feeling like just another number, without the time and care needed to fully address financial statements, tax concerns, or compliance issues.
The parallels between these experiences and those in doctors' offices are striking. Patients also encounter bad customer service, lack of communication, long wait times, and a hurried consultation that leaves them with unanswered questions. Both doctors and accounting firms often deliver a subpar customer experience, which is frustrating.
A light bulb moment occurred when we drew a connection to concierge medicine practices, which we’ve experienced firsthand. These practices stand out because of several key characteristics:
1. The doctor takes their time with each patient, seeing only a few each day.
2. They cap their patient load, typically having no more than 400 patients in their practice.
3. The Doctor is available via text, cell phone, email, and client portals.
4. Patients receive truly personalized service because the doctor has the time to get to know them well.
5. The entire experience, from check-in to check-out, feels premium.
6. The patient is treated as an individual, not just a number.
7. The practice employs a retainer model to limit the number of patients, ensuring an exclusive experience and service.
We realized that we could apply the concierge model to our accounting services. By adopting a similar approach, we provide personalized, accessible, and high-quality service that truly meets all of your needs. This shift transforms the often frustrating and impersonal experience of traditional accounting into a tailored partnership focused on your success.