Creative Approaches to Problem Solving

In our office, we say, “It’s not a problem; it’s an opportunity.” When issues arise, we take the time to evaluate the situation to determine the cause. Did we break an office rule, step around a procedure or was it a case of not being careful?

At times, solving our clients’ problems definitely requires a creative approach, but the real creativity lies in truly listening to their needs and understanding their situation before finding a solution.

When a client has a problem or concern, it may be eating at them for some time before they are ready to share or even ask for help. During our tax return exit appointments, we take the time to talk with, and listen to, our clients to determine if they have any non-tax related financial concerns that are keeping them up at night.

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