Do you only talk to your CPA when you have a question, or worse once a year when you are sending them your information? We try to talk to our clients as often as possible, this blog being just another method of communication.
We try to touch base minimally quarterly with our business clients. We also schedule end of the third quarter meetings to assess options and decisions for the coming year end and next year planning.
Our individual clients call fairly often when they have questions and are informed to call before all major decisions.
If you know of any who can benefit from this type of service let them know about our firm.