How do I become a client of Pisces?

The Problem

When you look for an accountant for your business you need someone who’s values are matching your values. Someone who you can ‘get along with’ and who will help solve your problems. It is a very personal relationship. It goes without saying that there should be trust and respect in the relationship.

But it should go deeper than that. You will be sharing very personal details with your accountant if you are wanting them to help you grow your business. It should be a safe space free from judgement and a place where you get help, advice and support.

You need an accountant who ‘gets you’, who you can relate to and they can relate to you. An accountant who just deals with businesses like yours. This would be an accountant that can help you and support you on your business journey.

We are interested in you and your business, if you are a creative business we think this accountant is Pisces.

Who are you?

We help creative professional build a lifestyle business. We only work with these businesses. We work with people who see their life outside work as important or more important than there work. We work with businesses who want to work now to build a better future for themselves.

Being a creative lifestyle business, does not mean that you are not ambitious, it means that you have better priorities in your life. It means that you are happy to work hard now so you can enjoy your life. That you are willing to go on a journey with us to grow your business and give yourself freedom.

We work with businesses like these because our values are the same. We want the same from our business as you do from yours. We want freedom, a chance to express ourselves and we want to live our life on our terms. We value family, time to relax, time to go on holidays, time to read books, watch films. Time to breathe and relax.

Who are Pisces?

It goes without saying that we think that we are different from other accountants in that we put your life and freedom before working all the time and the pursuit of endless amounts of money.

We are passionate about helping you grow your business. We want to help you grow, earn more money and have more freedom. We can help you with all the accounts and the tax stuff that you would expect, but we can also give you something different.  A process to work through with you to help you grow and achieve your business aims.

Our main goal is to help people like you grow your business and have the life that you want.

The Process

When you are beginning any new relationship you need to know that it will be a good match. That we will get on and it will be a long-term business relationship that will benefit both parties. More importantly for us is that we help you and we get to go on this journey with you and see your business grow and we also see you grow as well.

Before we do anything, we need to start to gather some personal details from you. We need your basic things like name, address and business details. But we also like to delve a little deeper. We want to get to know you, that is what we are most interested in. We need to know that we can help you grow and that we help you on have the freedom that you crave.

The consultation - diagnosis

The first part of the process is to have a telephone call and to see if we get on and what you need help with. We need to know what you need help and we need to be sure that we can help you grow your business. We need to know about your business and what makes you tick. What your business does, how big it is and where you see it going in future.

We need to understand what is holding you back in your business and what is stopping you from having this awesome business that means that you can do the work that you want and gives you the financial freedom to enjoy your life.

The match?

When we decide that we are a good match for each other. That you are happy with what we have said that we can help you with and that we are confident that we can help you we can look to take things further.

This is the most important part. We only work with certain businesses – Creative lifestyle businesses. It is important that we can gives you great service. That we understand your problems, we can relate to them and we can help you solve them. 

If we don’t feel that it is important to end the relationship at this point.

Why do we do this?

Growing your business is difficult. It is a journey that we will go on, there will be ups and downs. Good times and bad times. We need honesty and sincerity in our meetings and relationship. You will be telling us your most inner-most desires for your business. Some of it may be personal and you may be embarrassed to admit it to us.

Don’t be embarrassed, we will never judge you. You are in a ‘safe-space’ with us you can tell us anything and we will listen and give you advice. We are by nature kind and empathetic.

The Plan! - strategy

We need to at this point start to talk about what kind of help you need. We really need to be specific about this and delve deeply in to your business. We normally do this with a Zoom call to start to discuss in detail what help you need and how we can help you. We need to start to get a plan in place so you can see the road ahead. How you will move your business from where you are now to where you want to be.

We will not find the solutions to your business straight away. But we can start the process to find them and give you a solution to solve them.

This is a process that we are working through. We can’t give you results instantly but we can give you the process to work through that will make your business more likely to succeed.

The How?

We will listen to you and we will help you set a process in place to give you the help and support that you need. Giving you more information about your business to help you grow and build that lifestyle business that you want.

We will help you find the solutions to your problems and grow your business. The plan will be unique to your business and you personally.

The proposal!

Once all this has been agreed we can send you over our proposal this is what we are going to help you with and give you support for. We have all this written down with our contract terms. So you can be sure that what we can help you with and what you can expect from us.

Once the proposal is signed we can start to get you set up on our systems and we can get you training on the software that you have selected. After the first month with us we will check in with you to make sure everything is going well and if you have any problems.

Conclusion

Our aim in this is to make sure that you get the best accountant for your business. If that is Pisces great, if not we wish you the best on your business journey.

We have a process to make sure this happens.

1. We gather information about you to make sure that you are a business that we serve.

2. We have a telephone call to see if we get on and if we can actually help you.

3. Both of us then decide if we want to move forward.

4. If we do we arrange a further call to discuss the plans that you have for your business and how we can help.

5. If you are happy at this point then we send out our contract terms and engagement letters and start our business relationship.

If you want to take your business to the next level and you think that we might be a good match. Please contact us so we can start to kick off this process and see how we can help you.