I am adding these three points of discussion to new client conversations prior to onboarding.
Scheduling Policy
“Much like an airline, I operate with limited capacity and offer services to more people than I can serve at one time, based on the understanding that not all inquiries result in engagement. However, I am committed to responding to every communication within one business day to confirm receipt and to coordinate next steps.
Initial work is scheduled on a first-come, first-served basis—beginning from the date the engagement agreement is signed and initial payment is authorized. If your engagement includes services that require me to hire third parties or make expenses on your behalf, work will begin once those funds have cleared.”
Online Communication Policy
“I previously required a baseline level of internet proficiency—such as regular email use and secure portal access—for all clients. However, with online platforms growing more complex, I no longer require that as a condition for working together.
If you are unable to use standard secure online tools (such as encrypted email or a secure document portal), we can create a custom communication plan. This will need to be clearly defined in the work plan, as it may impact the cost and structure of services.”
Pricing and payment
“One key difference between this practice and many other CPA firms is that I do not require upfront payment for work performed during the current service period. Instead, I require a minimum preauthorized recurring payment, which remains active until either party chooses to cancel it.
This approach reflects a focus on building a long-term advisory relationship rather than emphasizing individual transactions. It ensures continuity, responsiveness, and alignment with your evolving financial needs.”