INTROMinutes I've Received
Endorsement Letters I've Given
10892 Crabapple Rd
Roswell, GA 30075
Endorsement Letters I've Received
Timely compliance and saving clients tax dollars is without question an important part of my business, but relationships with my clients is vital. I use multiple tactics to show clients and prospects I respect their time. I have two admins who make sure to have the phones are answered during normal work hours. Clients (potential and existing) always get a friendly hello and immediate touch. My admin will always connect the calls to me on the spot, unless I am working directly with another client. I will return those calls generally within an hour or two.
I begin my days (unless it's a PowerCore day) by responding to all emails that have populated from the night before. I end my day by responding to the day's emails.
I make sure to answer questions completely and set a time to respond at a later time with answers I have to research.
When I am with any client, whether in person or on the phone, I will not answer the phone or a text. Clients know they are my focus.
When clients need to set an appointment, I make myself available on their schedule. Much of my work is on my computer, and I'll get that completed AROUND client interactions.
I prefer phone conversations to emails, but after phone conversations, I will frequently followup with an email for a trail of the conversation if the details are crucial.
Referral Trigger Response