Service Requirements of a Pro-Active Chartered Accountant

Ideally they are:

‘BIG PICTURE’ thinkers - and can:

• Solve business problems and help businesses grow
• Provide pro-active and meaningful help to clients in running their business more effectively
• Work alongside clients in the management of their businesses
• Support and advise businesses to reach informed decisions
• Provide expert advice and be knowledgeable in all aspects of business efficiency and reporting
• Advise clients the people whom they should seek expert advice from

More specifically a pro-active Chartered Accountant can:

• Assist their clients understand the importance of using their business as a vehicle to enable them to do the things that make them happy
• Assist clients develop a culture that is pro-active and customer orientated
• Assist clients prepare an effective business plan by involving team members
• Provide advice on marketing strategies and preparation of a marketing plan
• Facilitate the development of a competitive advantage and devise a unique selling proposition for their clients
• Provide advice on human resource issues
• Provide advice on management and financial information systems.
• Assist clients develop systems and processes that will help them to be more effective (including the all encompassing information technology areas)
• And has developed strategic alliances with specialists in the areas of :
  • Human Resources
  • Information Technology
  • Legal
  • Customer Service
  • Marketing
    

And has developed the skill of asking the right questions of clients, listened to their answers and is able to develop strategies for solving their problems.