Search
  • Punit Joshi

My Goals as Your Accountant


I spent a number of years working for accounting firms of various sizes - during a training session at a previous firm, we had a discussion about what makes a good accountant. We came to the conclusion that the following 12 traits/characteristics were indicative of good client service - it is my goal as your accountant here at A & P Accountancy Corporation to embody the following characteristics:

1. Be responsive

2. Ask good questions (and be prepared)

3. Be respectful of your time

4. Be proactive (bring in new ideas/alert client to new issues)

5. Stay in touch throughout the year

6. Be organized

7. Listen well

8. Be knowledgeable about the client's industry

9. Be knowledgeable of your organization and its culture

10. Keep client informed and avoid/prevent surprises

11. Be dependable/keep promises/meet deadlines

12. Be friendly - be easy to get along with

Please don't hesitate to reach out to me to discuss how I can better embody these characteristics when providing professional services for you, the client.


27 views0 comments

Recent Posts

See All

Updates to PPP, EIDL, Economic Impact Payments, etc.

Hello All, We hope everyone is doing well, and that you are all able to get enough food, paper products, home goods, face coverings, etc. Being at home with your children can also be stressful, we hop

Stimulus programs and tax law changes due to COVID-19

Hello All, As you know, there are a lot of changes taking place, and updates to employment and tax law in response to the spread of Coronavirus. The current administration has announced a number of le

COVID-19 and the Federal Government Response

Hello Clients, As the Coronavirus outbreak/spread continues, both the Federal and State governments have been taking steps to address the economic and social impact of the contagion. We are reaching o