Clients are a Beautiful Thing

November 26, 2012

Phillip Moore
Managing Partner

At a quick glance, running a CPA firm is a pretty simple business. First, attract the brightest and best employees. Second, develop and agree on a solid business plan. Last, but not least, take special care of the people who you provide services for and write you checks in return—your clients. Oh, and don’t forget to add a revenue growth initiative and you’ll be on your way to having all the needed ingredients for a successful CPA firm.

Yet while each of these criteria represents an important element for success, I’ve been fortunate through the years to experience some great client relationships, which also adds to the mix. One of these experiences was a recent trip my wife and I made with a client and his wife to the West Coast, which included great food and even greater golf. After meeting up with the pair at the San Francisco airport, we packed up our SUV and headed to the Lodge at Pebble Beach, for a round of golf at the famed Pebble Beach Golf Course, as well as the Cypress Point Golf Club (also known as the Augusta National of the West Coast). In between all the beautiful scenery on the golf course and the 18th green at Pebble Beach—and did I mention some great golf—we also enjoyed the scenic 17 mile coastal drive, and libations in Carmel, Monterey and the Spanish Bay Inn.  We closed our trip out with a delicious back at the famous Fisherman’s Wharf in San Francisco while overlooking the Bay and Alcatraz.

While this is not an everyday occurrence at PKM, enjoying our relationships with our clients when the opportunity arises, allows us to differentiate ourselves in the marketplace from more than just a highly technically competent perspective. We pride ourselves on providing clients with exceptional service and maintaining an appropriate level of independence all while building a healthy relationship.