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Standard of Client Care
- We will strive to meet all of these points, consistently
- We will communicate with clients within 24 business hours of
their communications
- This can be email, fax, phone, voice mail or message through
another staff member
- We will check our voice mail and email daily
- We will put on our voice mail (cell and desk) and email a
response to let people know when we check our email and/or a
reference to the best way, time etc to reach us.
- We will check our email and voice mail (desk and cell) daily
- We will log communications into ACT! As soon as it is up and
running. Meanwhile we can make notes in Outlook.
- We will communicate to each other via email anything that
another staff person may need to know
- We will provide all payrolls at or before the scheduled time
for delivery, provided the client provided the information at
the prescribed time. IF payroll information is late, every effort
will be made to meet the normal scheduled time, but if this is
not realistic, the client will be informed of a revised payroll
ready time.
- We will provide payroll tax deposits with each payroll for semi
weekly and with the first payroll of each month for the monthly.
- We will have all quarterly reports done and ready for review
5 days prior to the deadlines.
- We will have a review process for quarterly reports.
- We will have a review process for financial statements.
- We will provide to clients an accurate balance sheet and p&l
by the 15th of each month, unless client suggests otherwise. Then
we will comply with what client wants.
- We will know, use, pronounce and spell our client's names correctly.
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