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Accountants: Reactive vs Proactive
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Accountants: Proactive vs. Reactive

At Koschel Simpson Mattner we pride ourselves on being a bit different to other Accountancy firms out there, in that we take a vested interest in the success of our clients business. Take a look at the table below which outlines how traditional accountancy practices operate and how we operate. If you're not getting this level of service from your Accountant please call us to discuss how we can help you manage, develop and grow your business.

	TYPE 1 - How reactive accountants work with their clients	TYPE 2 - How proactive accountants work with their clients
1.	You call them when you have an issue.	They call you and check in on how you are going.
2.	You visit them only when you have to.	They visit you at no charge.
3.	You only see or hear from them when something bad has happened.	You hear from them frequently about all sorts of issues, ideas and opportunities.
4.	They do not have a regular communication program - it's almost a surprise when they contact you.	They have a structured communication program (that does not cost you anything)
5.	They charge you for nearly every phone call, email and quick meeting - in 6 minute 'units' of time.	They do not charge you for these small matters because they know that it annoys you.
6.	They do understand your business or situation and take little interest in you.	They do understand your business or your situation and they are very interested in your welfare.
7.	They give you a bill after the work is done - often a big surprise.	They price the project before starting and advise how much it will be and what is involved.
8.	You receive surprise bills that you don't understand from the Tax Department.	They have advised well in advance of the forthcoming tax bill and it is of no surprise to you.
9.	They never ask what you think about their service level.	They ask for your opinion on how they can deliver a higher quality of service.
10.	They talk more than you do in meetings - always offering solutions before the real issue is uncovered.	The listen more than you do in meetings and always ask probing questions to get to the heart of the issue - then offer a solution.
11.	They tell you what to do.	They tell you what to do and how to do it.
12.	They do not advise you what to send in each year and in what format.	They send you checklists and work with you to get all the information needed in one go.
13.	They only offer you what you legally have to buy - compliance services that add minimal value.	They offer a range of business improvement and wealth/asset services that are suited to your goals.
14.	They let you send in your work whenever you are ready.	They advise you when you need to send in your work so it can be done in a timely manner.
15.	They do not ask when you need information or jobs completed - they just assume.	They have an agreed deadline with you when the information/project will be completed.
16.	They 'pre-judge' what services you need.	They ask questions to determine what you need.
17.	You do not have a very good relationship with them.	They make an effort to enhance the relationship with you.
18.	You have no idea what value they add.	The articulate the value they add.
19.	They do not explain your work to you - Often they just send/mail it to you with no explanation.	They sit with you and step you through what it all means, where the money went and help you interpret your situation.
20.	They virtually say 'Good luck - You're on your own!'.	They really help you step-by-step to achieve your financial goals.