RFG's new "Client Care Package"

As our clients know, we are continually trying to improve our service and our relationships with them and potential clients. We are also trying to constantly improve the efficiency in which we deliver services and do work for our clients. With that in mind, we have taken time to develop our "Client Care Package". Our hope is that this package will create synergy between us and our clients and will simplify the bookkeeping process.

Here's the plan:

1. The Client will gather together all bank and credit card statements, fixed asset info, invoices, etc. on an established day each week and either drop them in a pre-paid RFG envelope, scan and e-mail or fax them so that RFG receives them consistently on the same day.
2. RFG will update the Clients books within a couple of days and send through e-mail an electronic file for you to download or a snapshot of your situation.
3. RFG will keep in a file all supporting documents that are sent and those will be returned in a file each month along with your Financial Statements.

Our hope is that this package will add a couple of things for our clients:

1. The Client will experience up to date books so they are aware of where they are in all aspects of their business more often than monthly.
2. The Client will receive monthly financial statements that will serve as bookmarks to track progress as the year goes along.
3. The Client will receive a quarterly meeting with David on the "State of the Company" where they will be able to talk strategy, issues and come up with ideas to improve the company.
4. RFG will be able to assist the Client with opportunities and issues as they arise because RFG will be in tune with the ongoing state of the business.
5. Annual tax returns will cost the client less due to the clean, correct bookkeeping that has taken place throughout the year.

The success of the “Client Care Package” comes down to a couple of things:

1. The Client must be diligent with sending in the documents on-time and complete.
2. RFG will be diligent in processing, completing and returning documents accurately and quickly to make the package work effectively.

This package has been in the works for a while now and the team at RFG is excited about the implementation. We hope this will make it easier for clients to have an ongoing understanding of their financial situation and how to manage it effectively.

If you have any questions about the “Client Care Package” or are interested in a quote, contact me at russ.white@rfgcpa.com or (801) 571-4011