11.20.2013

You Complete Me

I played tennis throughout my childhood and teenage years....and I mean, I played all the time.  These days, when I play, there is no comparison between the talent I displayed then and now.  One thing hasn't changed, however.  I can tell immediately when I hit a shot in the sweet spot of the racket....that perfect point where the ball flies off the racket at an optimal speed and lands exactly where I intended.

I discovered a new sweet spot for my CPA firm the other day when a new client decided to expand its engagement with us to include CFO services.  When the owners first posed the question to me, I was very intrigued but wary because everyone has a different definition of "CFO services."  They wanted a true financial partner, someone with whom they could share and discuss new business ideas, and someone who would share an opinion with them even if it went against their own.  Of course they need tax preparation and planning, but those necessary compliance services take a back seat to the "big picture work" that adds an extreme amount of value to their business.

We started working with this new client three months ago and I'm as excited as I have ever been about an engagement.  I'm also excited about what this means for us as we build a new practice specialty.  I felt confident after our initial meeting that we would work well with this new client for a common cause. But, it was brought home after a conversation where I brought him an idea and he said to me:

"You complete me."

 It's a match made in heaven in my opinion.

Is it time to discover your new sweet spot?

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