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Communication Protocols at Calculated Moves


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Video Transcription:

I’m Donna Bordeaux with Calculated Moves. Let’s talk about the communication protocol that we have in our firm to help make sure that you get an answer to every question you have. We pride ourselves on being able to give you answers to questions in a timely fashion and making sure that we have a very productive meeting time. To do this we’ve implemented a communications protocol. That’s worked very well for us for a long time. So first off, if you are a VIP client and you have a question, I will ask that you submit it to me in an email, clearly state what your question is, give me the details of what might surround our decision-making on this. I’ll do one of a couple of things for that. First off, if it’s something I can just give you a factual answer on or point you in a direction, I’ll do that nice and quick and easy, and we’ll have it done.

So for example, if you said what’s the standard mileage rate for this year, I’ll just send that number back to you and we’ll be all on our way. Nice, timely, and efficient way. If there’s something that I can explain that doesn’t involve a lot of back and forth and extra questions to make sure we’re making the right decision. I may also just record a video for you. Sometimes things are harder to understand in written form, and I can talk you through it a little bit easier. So I’ll do a video like this and send it back to you via email. So you can watch at your leisure, the third method. If you ask a more detailed question, maybe you’re trying to go into a new line of business considering selling your business or purchasing an additional arm of your business. That might involve a lot more questions than we just want to involve in an email.

We don’t want to have an email thread that lasts for 80 days and has a lot of replies to it. So if that’s the case, I’ll ask that we gather some information and we schedule a strategy session. In that strategy session, I will be 100% devoted to helping you answer every question that you have about that matter. And making sure that we come to a good, solid conclusion and both understand what the next steps are. So if you’ve dealt with folks in the past who have not clearly answered your questions or have kind of left you hanging with more questions than answers, those days should be pass you. We work together with you to make sure that you have the answers to your questions and can empty out that brain every once in a while to load it up with some new questions. So if this appeals to you, if you have more questions for me about this, I’m happy to help. I’m Donna Bordeaux with Calculated Moves.

Donna Bordeaux, CPA with Calculated Moves

Creativity and CPAs don’t generally go together.  Most people think of CPAs as nerdy accountants who can’t talk with people.  Well, it’s time to break that stereotype.  Lively, friendly and knowledgeable can be a part of your relationship with your CPA as demonstrated by Donna and Chad Bordeaux.  They have over 50 years of combined experience as entrepreneurial CPAs.  They’ve owned businesses and helped business owners exceed their wildest dreams.   They have been able to help businesses earn many times more profit than the average business in the same industry and are passionate about helping industries that help families build great memories.