https://buffalotaxstrategies.com/
I’m not sure if I’d call these principles — they’re probably closer to rules of conduct. Either way, they should shape our clients’ experience for the better. I don’t have these in any particular order, nor have I listed or organized them nicely. For now, I’m publishing them as raw, unedited notes that I’ve collected over the past few years.
These are things that we shouldn’t forget and regularly remind ourselves.
-Always be on time.
-Treat every client like they are our biggest / best client.
-Seek to optimize even the smallest business or tax return.
-Always offer more value and provide more service than what we are paid for.
-Seek to make ourselves an indispensable part of their business.
-Treat the client like they are our business partners.
-Marketing to new clients is great, but our focus should be on retention and keeping our current clients happy and optimized. Keep the people who already believe in us from ‘falling off the back.’ The cost of keeping existing clients happy is much less than the cost of getting new clients. Money will be spent on current clients instead of marketing to new ones.
-Be proactive! Strive to give our clients a look into the future, instead of the anxiety of reacting to things we no longer can impact. When you’re only looking through the rear view mirror, you’re likely to crash and your future is going to look like your past.
-Provide more information than anyone else in the industry — Impact drives income! We will do more than just your filings
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Keys to Success:
-Being Proactive
-Excellent Communication
-Automation Wherever Possible
-Ongoing Relationships (NOT Single-Sale Transactions)
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Regarding Team Members & Clients:
-Help inspire people to do what inspires them. Strive to give opportunity and encourage freedom.
-Work hard for every single client. Treat them as if they are our ONLY client.
-Employees should be surrounded by an innovative culture and empowered to develop new products and services.
-When you have the authority to influence others, its especially important to show empathy. If I’m having a bad day, don’t let that translate into a bad day for those around me.
-The (sales) focus should be towards fostering on-going relationships instead of single transactions. As such, clients should be evaluated on the basis of– is this someone that we would like to be part of our community/family? Will they treat our team members well? Will they deteriorate our quality of life (high maintenance)? Will they allow us to thrive financially/ be reliable enough to pay for the value we will give?
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Office vision:
-Holstee manifesto
-Man in the arena
-Invictus Poem
-The Ode
