This Month’s Featured Expert
HD Davis Holds Clients, Firm Accountable
In a previously published Q&A, Tim Petrey, a certified public accountant and managing partner of HD Davis CPAs, Liberty, discussed his firm’s holistic view on coaching clients.
How do you establish a road map to help clients achieve their goals?
Petrey: Step one – We listen.
Step two – We listen.
Step three – We listen.
More often than not, our clients love dealing with us because we provide a unique perspective to their issues. If we just talk at our clients no one gets anything from our relationship.