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W. C. MARKEY
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What are the questions potential new clients always ask WC-TBS?

10/26/2025

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What professional services do you provide?
WC-TBS is a full-service business litigation and business consulting firm.  Assisting clients in tax planning and business planning is our sweet spot.  WC-TBS assists clients to achieve their goals and objectives.  WC-TBS needs to know in a written narrative the client’s goals and objectives.  Conversely, what is the question in your mind.  Write out the question and provide to WC-TBS.  I like to refer to myself as an “Executive Solutions Consultant.”  

What is your rate for services?
 
WC-TBS in most cases charges by the hour.  Generally, and upfront retainer deposit is required based on an estimate of the proposed fees at the start of the assignment.
 
How does the delivery of your services work?
WC-TBS generally provides a client report or some type of delivery item so that the client has something to reference back to the engagement.  Emails and digital source documents are the normal operating procedures.  Face to face meetings over lunch are typical.

Do I have to sign some type of retainer agreement?
Yes.  WC-TBS is under strict scrutiny from the government regulating departments, thus it is prudent to have some type of engagement letter.  A retainer agreement avoids misunderstandings between clients and WC-TBS.  A retainer agreement protects you and WC-TBS.
 
How does WC-TBS assist in achieving your goals and objectives?
Get to Know Your Client: It all starts with understanding your client. Rather than speaking first, instead spend your time asking the right questions, listening actively and gain a deeper understanding of what they want to achieve.

How does WC-TBS avoid misunderstandings?
Speak The Clients Language: Avoid technical jargon and use plain language your client can understand. Your communication should be relevant and valuable to the industry they are in so they believe in your understanding of their pain points.

How does WC-TBS know if success is achieved?
Adding Value to the Clients Business is Key: Provide your clients with useful information, recommend helpful resources, and offer personalized advice as well as referral contacts that can help enhance what they do. Give them something of value that they can't get anywhere else.
 
Design Holistically: Designing a successful client experience goes beyond just one aspect of your relationship with them. It's about considering all the touchpoints where your client interacts with your business, including website, emails, business cards, and onboarding. Step back from your operations and imagine how you wish it was rather than how it is. then take a step back and make the necessary changes to improve it.
 
Be Responsive: Be available to answer questions, address concerns, and respond to inquiries promptly (while still establishing boundaries, of course.) Set clear expectations and be responsive to your clients' needs and concerns. If you can't get back to them right away, communication with them when they should expect to get an answer.  Wisdom is in asking the right questions and giving answers to the right questions.

“At WC-TBS we autograph our work with excellence.”
 
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    Wayne C Markey

    Attorney, CPA, Certified Business Appraiser (CBA), Small Business Consulting & Tax Issues for the state of Maryland and surrounding Baltimore metropolitan area

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WAYNE C. MARKEY 
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, TAX AND BUSINESS CONSULTING SERVICES

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