Relationships and Profiling

One of the most important processes we implement at Sapier Accountancy is the preparation of a client profile.  This profile is used to establish an understanding of the nature of the engagement and also is a platform for discussion to establish advisory needs, wants, opportunities and issues requiring our services.  The information gathered is strictly confidential and available immediately for our clients.

Our ability to interrogate information and identify client opportunities is a key outcome of the client profile process.

The client profile is the basis of most of our relationships and a catalyst for change and identification of the client?s needs and requirements for professional advice and strategy.

The client profile involves a process of continual updating and most importantly communication with our clients.

Sapier Accountancy leverages off the client profile concept to support the process of its strategic advice, guidance and personal client relationship.