Assurance Services

It was a first for our newest team member, Mariana. She joined David and Derek on an annual trip to one of our clients and met a team that has a long relationship with our firm. She later shared the things that stood out most during her brief interactions with those people and how it affected her perception of the work we do as auditors.

Enjoying a Reputation

Despite being an unfamiliar face in a tight-knit office, Mariana said she felt at ease and well respected from the moment she arrived. Our clients didn’t make her feel like an outsider, but rather as a part of the team that was there to help.

Mariana attributed this reception to the consistent dedication of the rest of our team to serve that client well. Since she fell under the umbrella of influence, she was treated the same as the auditors the client knew so well. It was a powerful reminder that a high standard of service helps not only our clients, but also the people who make our team so great.

Growing Deep Roots

One scene Mariana remembered from the day on the audit trail was when David guessed (correctly) which person was coming down the stairs to the basement office just by listening to the footsteps. It showed Mariana how attentive David is to this client, which explains why they trust his guidance and expertise.

In addition, David and Derek used their deep knowledge of the client’s team to talk to each person in their own language. Mariana noticed that some people were task-first and others wanted to sit and chat for a while. Knowing these personality traits and navigating meetings with people made the day smoother, faster, and more fun for everyone involved.

It’s this intentionality to see beyond the numbers that helps our team grow deep roots with our clients — and that makes the audit process easier.

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