At Accountability Services, we believe building strong relationships with our valued clients is the key to your success – and ours.
Trust and teamwork are everything, and working together is how we best help you achieve your long-term financial goals.
Here are some of the ways we take an active approach to relationship building.
A focus on communication
Timely, effective and consistent communication keeps clients informed and in the loop. In an industry that can be hectic at times, we are committed to responding to all client inquiries within two days, or four days during tax season.
Everyone has unique goals and ideas. We understand this and treat every client as an individual. Instead of offering pre-packaged solutions, we listen carefully to your personal dreams and needs – to develop a custom-tailored plan that works for you.
A personal touch
Just because we work with numbers doesn’t mean we have to act like robots. We’re real people, just like you.
Taking a more human approach to accounting allows us to connect with our clients on a personal level.
To serve you better, our dedicated Client Experience Team is ready to help. When in doubt, ask the Experience Team!
Here’s what you can expect from your Accountability Services concierge:
- Ensure timely responses to client inquiries
- Keep you notified of project lead times
- Request tax information on behalf of the Tax Team to keep workflow moving forward
- Communicate opportunities to help you optimize your personal and business goals
- Collect your valuable feedback for our Team
Delivering on-time results and staying ahead of deadlines is just the beginning. Our team is truly passionate about providing exceptional service.
We go the extra mile to exceed client expectations while never promising unrealistic results.
Our professional team are experts at what they do – but we also understand that nobody understands your business like you do. We forge lasting relationships by combining your unique insights with our experience and problem solving.
Access to online tools
The Accountability Services Client Portal makes it easy to conveniently manage your tax return with our user-friendly client portal.
- Review and electronically sign engagement letters
- Upload tax documents for our tax team to prepare your return
- Make important updates to your profile
Responding to feedback with action
We don’t just ask for client feedback. We take it to heart.
If you’re not satisfied, we’re not satisfied. And that means constantly looking for ways to improve the quality of our service.
Your strategic partner
We work hard to develop business relationships that are based on partnerships, not transactions.
Don’t search “CPA firm near me”, schedule a free consultation with the Accountability Services team today.
Call our Seattle accountants at 206.522.0110 or our Bellevue accountants at 425.644.4685. You can also fill out our Online Contact Form.