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Why Us

Our Value Propositions
Being proactive improves your relationship with your clients. Our model is to help you be more pro-active. We will work with you to solve problems when they come up but routinely want to identify opportunities to create value in the eyes of your clients.

We use technology to integrate us as a "virtual back-end" to your practice. This enables us to economically identify opportunities in your practice in addition to dealing with problem issues that you identify. For example, we can do tax compliance for accountants on any selected/sensitive clients using our programmed caseware questionnaire. We can provide specialty transaction support for lawyers, whether tax or corporate finance, and enable small law firms to continue to be the "exclusive" service provider to their clients.

Many clients are justifiably concerned about uncontrolled engagements running a billing clock by the hour. In many areas, such as addressing technology and IP areas we can offer you a fix-cost quote, after the stage where we can accurately identify the target assignment, to complete the assignments.

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Why We Can Help

  1. Are you maximizing client retention ("surround service" in addition to basic professional services - estate planning, succession planning) ? Did you know that:

    • the average business loses 50% of its clients every 5 years, and

    • at any given time, 2/3 of a company's clients are open to switching

    • are you losing a "special" engagement and then losing the entire client to the firm that provided that special ?

  2. Are you maximizing revenue from your existing client base (from providing those services)?

  3. Could you get more referrals if your clients more than just liked you - they respected your ability to deliver specialty services.

  4. How often will you or your staff miss important planning issues

    • or new/changed tax rules -for example with estate or will planning where your clients are American citizens resident in Canada

    • expanding into the U.S. (issues including copyright issues, transfer pricing issues, reporting obligations)

    • developing Intellectual Property and they may not even know it and if they do, they don't know how to protect it (e.g. tight agreements with employees, registration where appropriate

    We can provide cost-effective solutions from conception to conclusion - and in some circumstances do so based on fixed fee quotes.

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Where We Can Help

CLIENT PROBLEMPRODUCT FEATUREPRODUCT BENEFIT
Demonstrate Client Focus orientation"Hot Line" support. Quick phone support and extensive email supportAbility to respond in timely way with accurate information relevant to client issues.
Event Not Client DrivenMonthly Updates for Professionals in your office - focused on client service issues covered in monthly client circularContinuous Improvement Empowerment of professionals Ability to spot opportunities for additional client service & respond to their inquiries from Monthly client circular
(Accountants) Identify problems/planning opportunitiesProgrammed self-expanding questionnaire staff complete during engagement - reviewed by remoteEnsure high-level service provided to those few clients who need it without expensive infra-structure
Estate PlanningOnline Ability to collect information - reviewed remoteCost-effective quality service while giving impression that professional is cutting-edge.
Intellectual Property ManagementHelp you identify intellectual property issues.Clients buying or selling businesses face business consequences stemming from accuracy of ownership of often non-identified IP - such as software developed in-house, trademarks, copyright material etc. Those clients also realize tax consequences based on characterization of IP - and absent planning CRA can use characterizations that minimize tax shield to your clients.


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