Wow! Here we are at the end of 2019, 4 years of business, and still going strong!
This year has been filled with Hello's to new clients, Goodbye to some old clients, and welcome to having enough success to make the choice. There was a time when I accepted any and all work, but now, I make the conscious decision to work with clients who I believe I can help the most. It is not about quantity, it is about quality. If the work is not in my wheelhouse, I say no, and refer to other colleagues who have better knowledge and resources than myself.
Moving towards being a Part-time Controller for Full-time companies, I am evaluating my inventory of clients to ensure we are still a good fit. I truly enjoy meeting with clients on a regular basis. Discussing their financial statements, cash flow, business goals, advertising and marketing, human resources, and everything in between, gets my CPA experience flowing. I enjoy being a "business coach" for my clients. Especially, working with clients throughout the year, and not just at year end. As well, these clients have seen the greatest success in their companies, and continue to grow.
More importantly, I know my value. I know what I can bring to the table, but at the same time, I'm not going to try to continually convince a client of my value. I let their financial numbers speak for themselves. A great boss said to me when I had handed in my resignation to their company "I don't try to convince employees to stay, because if they have made the choice to leave, there is no point in convincing otherwise". This is true for your clients as well. I'm not going to beg you to stay. If you have made the choice to leave, or if I see that the fit is no longer agreeable, I will let you know and terminate my services in a professional manner. Business is business and I don't take losing a client personally. I will always do the best that I can do, and if they want to leave, they are more than welcome to find another Accountant!
For me, 2019 has been my most successful because I:
1 - Know my Value;
2 - Know when to say No;
3 - Know when to say Yes!
For everybody who has supported me over the last 4 years, I want to say thank you! As well, for all of the individuals who are thinking of taking the self-employed route, make the next decade your START! I say it all the time, I don't think I could ever be an employee again. YOU have the opportunity to make the change. Take it. Try it. Do it.
Entrepreneur, bike spinner, and resident of beautiful Steveston, BC.