What is proactivity

Our clients want proactivity – we hear this all the time.

What is less easy to determine is what proactive actually means – because in our experience it varies client by client.

Simply – we want to be proactive and we handle this in various ways:

  • We do not charge for telephone support, encouraging your clients to call us when they need help and assistance
  • We send out a weekly Client Newsletter with current events and changes that your client needs to be aware of
  • We seek to work with your client throughout the year through the provision of services that allow us to meet regularly to discuss their business and its development
  • We seek to meet with your client annually to undertake a tax planning exercise to mitigate their tax liabilities
  • We offer benchmarking services, allowing clients to compare your performance against their peers

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