In this section of the website, we introduce you to one of our firms. Up next is The Profit Key 2018 Limited, run by Director Ian Rodgers and his team. Read his answers to get to know him and the firm.
What do you like about working for your firm?
“I have enjoyed building relationships with our clients over the years to the point where we become their first point of call, not just for tax and accounting advice but generally on any business matter. It is very pleasing to see the team develop these relationships with the clients too, so they become the trusted first port of call.”
What are in your words the strengths of your firm?
“We have a fantastic team, and it’s great to get feedback from clients how pleased they are and how much they rate our people. As a firm, we are constantly looking to learn and seek opportunities to add value to our clients’ businesses. We try to encourage frequent contact with the client. By doing this, we feel we are more aware of what is going on in our clients business and are in a better position to offer advice.”
“As a firm we are constantly looking to learn and seek opportunities where we can add value to our clients businesses”Ian Rodgers, Director
What is the most valuable lesson you have learned at your firm?
“I learned many lessons over the years, but I would say from a team perspective it is important to lead by example but always be there to support them. From the point of view of dealing with clients, the most valuable lesson is to accept that we never stop learning and so to take learning from each experience with clients and to be able to apply them to other clients with the same or similar issues.”
What is the most rewarding experience you have had at your firm so far?
“The most rewarding experience is to see the team develop over the years and to see this development recognised by clients as they build that relationship.”
What result you achieved for a client are you most proud of?
“I have worked with several clients over the years utilising the one-page business plan to work closely with them on a monthly basis to help them realise their goals. This has resulted in many successes, but probably the most significant one is a client we are currently working with that has trebled their profit in the last 3 years and how to have a fantastic base to develop further. Seeing clients taking action based on our advice and reaping the rewards is particularly pleasing.”
“It is important to lead by example but always be there to support”Ian Rodgers, Director
What is your favourite statement that you regularly use when advising your clients?
“If you could change any one thing to improve your business tomorrow, what would that be?” “This always gets clients thinking about their business strategy and what areas need to be addressed. Too often, many avoid this question and fail to realise their potential in their business as a result.”
Which conditions do you think a ‘firm of the future’ should meet?
“A firm of the future must be adaptable and receptive to change, be ready to adopt technological advances and be lifelong learners. In terms of delivery of client service, we need to move away from type 1 compliance service and shift to more of a type 2 business advisory service base to give the clients the advice that changes both their businesses and lives for the better.”
How do you see the future of your firm from your perspective?
“We see our firm continuing to develop and grow our range of services and support for clients, particularly with the specialisms we can draw on from the Xeinadin Group.”
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