We are entrusted with the intimate details of a client’s business and personal financial matters. Our objective analysis, advice, and technical expertise qualify us for “MTA” status. The question is – Is being a technical expert enough? Let’s take a look at some differences between a technical expert and a trusted advisor. Which one would you choose?
A technical expert sees client service through a firm-centric, reactive lens.
A technical expert views himself as client “overhead.”
A technical expert is narrowly focused on the “task at hand.”
A technical expert’s mission is to deliver high quality tax and accounting-related services.
A technical expert is driven by the fear of losing a client.
A technical expert reluctantly refers other professionals to a client.
A technical expert is concerned about competitive pricing pressure.
A technical expert can’t articulate why he is different from other CPAs.
A technical expert does not make the time to know his client and rationalizes “numbers are numbers.”
A technical expert fears collaboration with other professionals.
PKC | Kuebler, APC – The technical experts you need. The trusted advisors you want.