Lisa McKee: “The Client is King,” Key to Quality Customer Service

FOR IMMEDIATE RELEASE – Lisa McKee, owner of McKee Accounting, reveals the secret of success for her firm: Putting the client at the centre of everything to provide high-quality customer service.

In an interview live from the DAW workshop in June, Lisa explains her belief that “the client is king,” and how important that is to her business. Not only does she take a long-term approach to tax planning and life planning, and a proactive approach to potential problems, she also takes a genuine interest in her clients, and in their life and livelihood. Being personally oriented allows her to know what makes her clients tick and personalize her advice and services accordingly.

So how can you treat your clients like kings to grow your business? By taking a leaf out of Lisa’s book:

• Combine your knowledge and ongoing professional development with what you know about your client’s particular situation, concerns and goals to give them the best possible advice.
• Pursue professional designations and lifelong learning to enhance your credibility with your clients. They are far more willing to accept your advice if they have confidence in your knowledge and professionalism.
• Defer to your clients to make the decisions about where they want to go and what they want to do, and provide them with the best information and service to get them there.

If you’re as passionate as Lisa is about your own advisory role, and about making top-notch customer service job one, you’ll take a natural interest in the clients you work with—in their business and their life—and your clients will feel like kings.

Lisa McKee, MFA—Business Services Specialist, is the owner of McKee Accounting. With over 25 years of experience in the accounting field, she is continuously upgrading and educating herself in her field with ongoing professional development in corporate and personal taxation, CRA compliance, and more.Customer service is the top priority for McKee Accounting, which is a one-stop firm providing taxation, accounting, and bookkeeping services for the incorporated or unincorporated business.

Lisa is the Chairperson of Association of Professional Accounting and Tax Practitioners APATC.

ABOUT THE DISTINGUISHED ADVISOR WORKSHOP (DAW):

Knowledge Bureau offers comprehensive Distinguished Advisor Workshops (DAW) three times a year, in January, June and October/November. Designed for the busy financial professional who needs to update and refresh knowledge and skills in advanced technical subject areas, these one-day workshops are also ideal for training staff and earning certification for CE/CPD credits. The fall 2015 DAW will focus on Family Business & Year-End Tax Planning. Click here for more information and to register.

ABOUT KNOWLEDGE BUREAU:

Knowledge Bureau is a national post-secondary educational institute and publisher focused on excellence in financial education for advisors and their clients. Through online courses and live learning events taught by industry leaders, over 10,000 professionals have earned the certification, diplomas and professional designations they need to fill knowledge gaps, excel in their careers and position their professional practices for change and growth.