A quote we find takes resonance in our approach to business was allegedly made by Albert Einstein:
"If you can't explain it simply, you don't understand it well enough."
The point of this quote is something we, as a business, focus on delivering to our clients.
We firmly believe a Chartered Accountancy led approach to business protection not only helps us to stand out from the crowd, but also, more importantly, helps to ensure our advice is consistent, professional and yet presented in a straight forward manner to our clients.
Our process of advising our clients is to:
The subject we are discussing with our clients, let's face it, isn't the happiest subject. We are the advisers who are there to discuss potentially the darkest days for the business, i.e. overcoming the aftermath of having just lost a key shareholder or employee through death or critical illness, and to provide a suitable financial safety net for the business.
As we aren't fortune tellers, we feel passionately about spending time up front with our clients to highlight what circumstances may arise if one or more of their key cash flow contributors are the unfortunate ones who are hit by the proverbial bus.
Having our clients consider the tough questions allows a plan to be made and, where appropriate, an insurance policy put in place to inject cash into the business when it is potentially needed most. This is one of the reasons our clients appreciate our advice and continue to refer us to their other business connections.
If any of the above resonates with you or your clients, don't hesitate to contact us to discuss how our refreshing Chartered Accountancy led approach can assist you and your clients.