Client Services
Charter

Communication

We believe communication to be the pinnacle of every client relationship and as such:

Actively communicate on an open, honest & frank basis
Communicate upfront the scope of work, value of service, mutual expectations & fee for service
Let our clients know when we will start & finish work
Advise clients upfront of any change in scope of work that may affect the fee
Seek feedback on level of service and client satisfaction

Expectations

We have mutual expectations that both ourselves and our clients will:

Culture

We pride ourselves in:

Supporting a collaborative team in an open-plan office
Continually educating and updating the skills of our staff
Maintain a client centred focus
Ensuring a strong work ethic and dedicated attitudes of our employees
Promoting a healthy wellbeing which includes maintaining a good work life balance
The belief that local supports local

Strategy

We look to:

Create a personalised and tailored strategy for each client’s business
Provide the client with the opportunity to consider the level of service and support they require
Promote meeting regularly but at least once per year to discuss financials as well as current & future strategic planning
Provide knowledge-based content relevant to the client’s needs & interests

Standards

We aim to encourage the: