Our Approach is unique. From the very outset we work with you to develop a customized Service Plan. You will know exactly what to expect from us and what we need from you. We believe the discipline of developing, implementing, and delivering on this plan is the cornerstone of a successful long-term client relationship. We are very proud of our multi-generational clients who have been working with us in some cases for decades.
Over the years we have learned the importance of taking the time to know and understand your business and your expectations for its performance. In many cases, understanding ownership is even more important. Expectations, timelines, succession plans, priorities, challenges, and aspirations all factor into business performance. Considering these factors from the very outset and accounting for them at the planning stage enhances efficiency and results.
The devil is in the detail. The fundamental difference between our approach and the approach of many is the importance we put on planning. In order to optimize our relationship, you need more that an annual phone call at tax time. The planning is thorough and highly effective in identifying your immediate, and longer-term needs and gives us insight and direction in marshalling the appropriate resources you need, when you need them.
Once we have collaborated to develop the ideal service plan for you, executing the plan becomes considerably easier. Further, meeting expectations is much clearer because we have developed the plan together. This is where Alterra really shines. We identify and deploy the appropriate resources required to meet your needs, and ensure that you get exactly what you need, when you need it.
Every client is slightly different, but the principle driving Client Review is the same for every Alterra client. There are any number of potential review events during a typical year. They may be driven by Strategy (planning, significant events), Compliance (tax), and Performance (both business and personal). The nature, scope and number of these events will vary from client to client, but our service plan will be tailored to the specific needs of your company. Unlike many firms, we believe ongoing constructive communication extends beyond an annual review. In fact, we often reach out to clients when issues or opportunities arise that we believe require immediate attention.
