{"id":1223,"date":"2022-09-21T08:32:58","date_gmt":"2022-09-21T08:32:58","guid":{"rendered":"https:\/\/wcginc.com\/?p=1223"},"modified":"2026-01-26T16:36:40","modified_gmt":"2026-01-26T16:36:40","slug":"client-communications","status":"publish","type":"post","link":"https:\/\/wcginc.com\/blog\/client-communications\/","title":{"rendered":"Client Communications"},"content":{"rendered":"

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<\/p>\n
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<\/span>Key Takeaways<\/span><\/h2>\n
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  • Communication preferences:<\/b> WCG primarily uses emails and texts to fit client schedules and keep a record, but phone or in-person meetings are always available on request.<\/span><\/li>\n
  • Client-driven engagement:<\/b> Clients initiate most consultations, periodic reviews, and strategy discussions; WCG contacts clients only for critical issues or follow-ups.<\/span><\/li>\n
  • Email and text system:<\/b> Customized templates ensure consistency, efficiency, and accurate delivery of complex tax and financial information. Critical emails may be accompanied by text alerts.<\/span><\/li>\n
  • Progress alerts:<\/b> Regular updates are sent for tasks like tax preparation; some clients prefer over-communication rather than under-communication.<\/span><\/li>\n
  • Tax team emails:<\/b> Responses are prioritized on Mondays and Thursdays, typically within 3\u20134 business days, to ensure focus and consistency.<\/span><\/li>\n
  • Phone calls:<\/b> Used for failed communications, lengthy email threads, complex subjects, payroll issues, missing documents, or simply to check in.<\/span><\/li>\n
  • Client expectations:<\/b> WCG values urgency, collaboration, open communication, honesty, human compassion, and fiscal responsibility from clients.<\/span><\/li>\n
  • Direct access:<\/b> Clients have a comprehensive list of team members\u2019 direct phone numbers for calls or texts to improve accessibility.<\/li>\n<\/ul>\n<\/div>\n

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    \"\"Healthy relationships start with managing expectations, especially communications. Generally, WCG relies on emails and text messages as our initial communication style.<\/p>\n

    We do this for two reasons- first, it allows you to take your time and fit our needs into your busy schedule. Second, it memorializes the conversation and becomes a part of your client record.<\/p>\n

    However, we understand that this doesn\u2019t work for everyone or for all situations. If you prefer the telephone\u2026 if you prefer to sit down with your service professional and have a conversation, we will always happily accommodate. You just need to let us know.<\/p>\n<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\n\t\t\t\t\t