ask this before clients do

stack of cards labeled with question marksplus some suggested answers.

by ed mendlowitz
tax season opportunity guide

here are two questions to ask yourself:

  1. why should clients use you?
  1. why should staff want to work for you?

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you should be clear on the responses to the above two questions. if you can’t clearly articulate the reasons clients should use you and why staff would want to work for you, then why should they?

some suggested responses:

  1. clients using me get a personalized service from someone that really cares, who thinks about them and looks for ways to save them taxes and make them feel more financially secure, at fees that are appropriate for what we do and the value we provide to them.
  2. staff should want to work for us because we pay reasonable salaries and overtime, won’t make them come to the office to fill in time if there is no sufficient client work for them, we will train them so they can be credible members of our profession and future leaders, have them interact with clients and present them with interesting and exciting clients and services for those clients.