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Client Service


The Parable of the Crappie Jigs

We had two team members: Adam, who had been with us three years, hard worker, dependable and always completed his assigned tasks. The other, Tom, was with us for six months — extremely innovative, demonstrated the ability to learn fast and seemed to always be exceeding expectations. Both were being considered for promotion to supervisor ... Read more

Probing Questions Are Better Than Quick Advice

Why are we so quick to be advisory? Maybe because that’s how we built success in the past or that our personal nature is to be problem solvers. But often, we are advising on things that are really symptoms and might not be the core problem or the bigger challenge.  Learning to ask probing questions ... Read more

Client Service Is Dated

I admit that I have been known to keep a shirt, coat, pants or tie that according to CeCe look “dated.” Our conversation usually goes something like this: CeCe: You can’t wear that, it’s completely out of style! Me: Well you liked it just fine when we bought it, it’s in great shape and it’s ... Read more

Inward Mindset Dominating Client Experiences

Over the last 50 years, CPAs have been riding a wave of success, high trust and flowing demand that is frankly quite impressive by any measurement. This high level of relevance and success has been the result of excellent service, extreme competence, unparalleled work ethic and the integrity of a profession that has put the ... Read more

I Only Golf at Sage Valley

“I only golf at Sage Valley,” I responded to one of my colleague’s inquiry about my golfing at our annual Sage Valley outing. We all laughed as I shared they had seen me hit my last golf ball on last year’s trip. Another colleague chimed in, “That’s a great line…‘I only golf at Sage Valley.’” ... Read more