Client Bill of Rights

Where Talent + Technology = Business Transformation

Why do we offer you a Client Bill of Rights?

 

Because at HireEffect™ it is our goal to provide intelligent choices

and exceptional service.

We are committed to providing our clients with the absolute best services and support.

 

As a Conscious Business:

We Put People First. We do whatever it takes to meet our commitments. We strive to always act for the greater good. We put our reputation before our profits. We value output, not hours put in.

We Are Technology Forward. We leverage automation whenever possible. We strive for “Zero Data Entry”. We stay on top of the latest apps and add-ons. We add value that goes beyond expectations to make our clients’ lives easier.

We Embrace Change. We look for new ways to be more effective in our work. We strive for continuous improvement. We find solutions for every problem by asking the right questions. We create positive outcomes.

We Drive Personal Accountability. We expect as much from ourselves as we expect from others. We strive to educate our clients to make the most of their time and to manage it carefully. We ask for help when we feel we need it, and we do what we say we’re going to do. We take responsibility for our actions, speak up, and look for solutions when there’s a problem.

To that end, we pledge to deliver the following rights to all our clients.

The Right to responsiveness and respect.

You are entitled to:

    • having your needs met with speed and purpose.
    • be treated with respect and courtesy.
    • prompt answers to your questions.
    • an open invitation to contact anyone in our organization for help.

You can expect regular communication with our team.

You can expect all scheduled meetings will start on time.

You can expect that we value your time as a business owner.

We ask our clients to:

    • treat our staff with courtesy and respect.
    • keep scheduled appointments.
    • communicate with staff if you need to reschedule your appointment.
    • value our time as professionals.

The Right to leverage automation and cloud-based technology.

You are entitled to:

    • regular online meetings with screen sharing capabilities.
    • an online, secure data portal and secure password management.
    • use mobile apps designed to save you time.
    • prompt and complete replies to your emails.

You can expect valuable coaching and explanations via screen shares with our team.

You can expect bank-level security and HIPPA compliant privacy and confidentiality.

You can expect that we will use state-of-the-art tools and technology in managing your accounts.

We ask our clients to:

    • join our online meetings from a computer/laptop.
    • ensure we have access to any accounts related to your business.
    • use the technology we provide for your benefit.
    • provide prompt and complete replies to our emails.

The Right to reliable accountability.

You are entitled to:

    • weekly review of your bookkeeping transactions.
    • receive weekly updates and monthly reporting.
    • explanations of the reporting so you understand the story your numbers are telling you.
    • service beyond expectations from trained professionals working on your business.

You can expect our staff to take responsibility for their interactions with you.

You can expect individual attention and to know who is touching your books every week.

You can expect to receive accurate invoices and for us to never surprise you with hidden fees.

We ask our clients to:

    • include explicit details when making requests from us.
    • provide copies of all necessary documents, invoices, and receipts.
    • respond timely to our requests for documentation or explanation.
    • give clear direction on prioritization.

When our stakeholders all come first, we all succeed.

 

We guarantee to set you up for success.

Why do we offer you a Client Bill of Rights?

 

Because at HireEffect™ it is our goal to provide intelligent choices

and exceptional service.

We are committed to providing our clients with the absolute best services and support.

 

As a Conscious Business:

We Put People First. We do whatever it takes to meet our commitments. We strive to always act for the greater good. We put our reputation before our profits. We value output, not hours put in.

We Are Technology Forward. We leverage automation whenever possible. We strive for “Zero Data Entry”. We stay on top of the latest apps and add-ons. We add value that goes beyond expectations to make our clients’ lives easier.

We Embrace Change. We look for new ways to be more effective in our work. We strive for continuous improvement. We find solutions for every problem by asking the right questions. We create positive outcomes.

We Drive Personal Accountability. We expect as much from ourselves as we expect from others. We strive to educate our clients to make the most of their time and to manage it carefully. We ask for help when we feel we need it, and we do what we say we’re going to do. We take responsibility for our actions, speak up, and look for solutions when there’s a problem.

To that end, we pledge to deliver the following rights to all our clients.

The Right to responsiveness and respect.

You are entitled to:

    • having your needs met with speed and purpose.
    • be treated with respect and courtesy.
    • prompt answers to your questions.
    • an open invitation to contact anyone in our organization for help.

You can expect regular communication with our team.

You can expect all scheduled meetings will start on time.

You can expect that we value your time as a business owner.

We ask our clients to:

    • treat our staff with courtesy and respect.
    • keep scheduled appointments.
    • communicate with staff if you need to reschedule your appointment.
    • value our time as professionals.

The Right to leverage automation and cloud-based technology.

You are entitled to:

    • regular online meetings with screen sharing capabilities.
    • an online, secure data portal and secure password management.
    • use mobile apps designed to save you time.
    • prompt and complete replies to your emails.

You can expect valuable coaching and explanations via screen shares with our team.

You can expect bank-level security and HIPPA compliant privacy and confidentiality.

You can expect that we will use state-of-the-art tools and technology in managing your accounts.

We ask our clients to:

    • join our online meetings from a computer/laptop.
    • ensure we have access to any accounts related to your business.
    • use the technology we provide for your benefit.
    • provide prompt and complete replies to our emails.

The Right to reliable accountability.

You are entitled to:

    • weekly review of your bookkeeping transactions.
    • receive weekly updates and monthly reporting.
    • explanations of the reporting so you understand the story your numbers are telling you.
    • service beyond expectations from trained professionals working on your business.

You can expect our staff to take responsibility for their interactions with you.

You can expect individual attention and to know who is touching your books every week.

You can expect to receive accurate invoices and for us to never surprise you with hidden fees.

We ask our clients to:

    • include explicit details when making requests from us.
    • provide copies of all necessary documents, invoices, and receipts.
    • respond timely to our requests for documentation or explanation.
    • give clear direction on prioritization.

When our stakeholders all come first, we all succeed.

 

We guarantee to set you up for success.

Focus on what you do best. Let us do the rest.