Our role as financial professionals goes beyond providing financial education and creating financial strategies. An integral part of our job lies in our commitment and responsibility to our clients, which involves the experience our clients have in working with our firm. Our clients are our number-one priority, and the Roberts CPA Client Bill of Rights shows a few ways we strive to provide the highest level of service to them, allowing them to expect the following:
1. Objective Guidance
As an independent financial advisory and accounting firm, it is our responsibility to put our clients’ interests above our own. We do not have conflicts of interest with a parent firm or sales quotas to meet. Whenever we give advice or recommendations, we do it with our clients in mind and with the intention of helping them build successful financial plans for the long term.
2. A Trusted Relationship
We want to give our clients the best we have to offer. Our mission is to build a small, independent firm that is dedicated to providing the highest level of customer service to individuals, families, and businesses. We accomplish this by taking the time to build close relationships and understand your needs. Our clients know they can rely on us to do what’s right for them and to be there for them. We promise to always be clear and transparent with our clients and to grow our relationship of trust as time goes on. To us at Roberts CPA, it’s people that count most.
3. Customized Strategies
We believe in creating personalized solutions for every client. Everyone has unique challenges and goals when it comes to their finances, so we don’t subscribe to a one-size-fits-all strategy. Our goal is to get to know you and your needs before focusing on the numbers, and then craft tailor-made strategies that will help you attain your financial dreams.
4. Increased Financial Confidence
Life can be complicated and have its share of ups and downs. We strive to work with our clients to create a secure financial plan that can help weather the storms of life. We recognize that our clients require a broad and complete range of accounting and financial services. Our goal is to serve as a one-stop resource for all your financial needs. By offering comprehensive tax, accounting, and financial services, we strive to integrate our clients’ many needs into a cohesive strategy where each piece is working with the others. This allows you to focus on living your life, knowing that your finances are in order. We want our clients to enjoy their passions in life without worrying about their finances.
5. Education To Empower
We not only strive to give our clients the best results, but we also desire to educate and guide them so they feel confident in their plans and strategies. We hope to be open and honest with our clients, teaching them as we collaboratively plan, so that they leave more aware of what is happening with their money.
We believe that our clients should be able to understand the how and why behind their planning. If they understand the why behind their strategy, they will feel more comfortable, confident, and motivated to reach their goals.
Are You Ready To Take The Next Step?
At Roberts CPA, we do things differently. We look out for our clients and offer the highest level of service you can imagine. If this is something you are looking for in a financial professional, we encourage you to reach out to us today at kevin@roberts-cpa.com or (502) 426-0000 or by scheduling an appointment with me online!
About Kevin
Kevin Roberts is a CPA and CFP® specializing in providing virtual CFO services to individuals, families, small businesses, and professionals in the medical, professional service, and restaurant industries. He has more than 20 years of experience in accounting and taxes, and more than seven years in the financial services industry. Regardless of the services he provides, Kevin strives to offer clients confidence knowing that their financial aspects are being addressed and monitored by professional and competent individuals. Based in Louisville, he works with individuals, families, and businesses throughout Kentucky. Learn more by connecting with Kevin on LinkedIn or emailing kevin@roberts-cpa.com.