What does an example client-service framework (the 'PEACE' framework) look like for a firm serving service-based business owners?
A member shared their firm's 'PEACE' framework, used both internally and for clients (mostly private-practice/therapy business owners): Peace of mind — reducing financial stress for clients; Education — explaining the 'why' behind the numbers in simple terms, not just filing/doing the work; Accountability — staying organized and compliant, using a client portal (TaxDome) with a consistent folder/naming convention so both firm and client can find documents easily; Clarity — explaining things simply, including a under-five-minute Loom video walking clients through their tax return before they sign; Empowerment — giving clients the tools to grow their business while the firm handles the finances. The firm also has a separate internal version of the PEACE framework describing how the team operates, though the specific internal wording wasn't recalled on the call.
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