knowing them is just the start.
by gary bolinger
you know a lot about your business clients. as a result of the compliance work you do – tax and financial reporting projects – you do know a lot about your clients. you know about profit and loss. you know about payroll. certainly, you have some knowledge about vendors and customers, at least from a financial perspective. you have seen marketing budgets, cost of sales and know what occupancy costs are. all of that is good.
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but do you understand your clients? do you understand your clients in ways that can give you the kind of insight that is needed to indeed be a most trusted advisor? in fact, to be themost valuedadvisor?