Stay hungry, stay foolish..
At a new client pitch we’d done all the usual ‘stuff’ to help the client compare apples with pears. The objective is to provide a better outcome than the other guy
That’s easy in the accounting world, less so in tax. It’s much easier to sell ‘look what I did for you’ than it is ‘look what I gained for you’
We talked about our business: the first 10,000 hours were difficult, then it got easier, but ‘eighty per cent of success in life is showing up’ as Woody Allen said
Next, about me: I value honesty above all else, I’m surrounded by gritty subject matter experts, and I never quit. Sure, we all have failures, and mine have been spectacular but, I’ll wake up the next day, and the next, voluntarily back on the treadmill and trying again, guaranteed
Consistency over time is the key to everything. Enthusiasm is common, endurance less so, and persistence is rare
Finally, we interview the client: time and energy are limited, and we only work with clients we choose to work with
Experience suggests it’s wrong to believe clients know exactly where they’re going, or to believe that they know today what their preferences will be tomorrow
Steve Jobs’ could have been talking about tax planning when he said ‘people don’t know what they want until you provide them with it’. Options and flexibility are key
There’s always a place in the conversation for ‘my accountant’ but, people with an accounting background tend to look at everything as an accounting problem, and tax is not accounting. Tax is far more complex, and the sea gets deeper the further you go into it..
Our tax team are Chartered Tax Advisors, which is the highest tax qualification available. Book your FREE initial conversation on any property tax matter here.
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