Client Support & FAQ - Strategic Financial Reporting, Inc

    Client Code of Conduct Policy

    This policy outlines the expected standards of behavior for clients of Strategic Financial Reporting, Inc. Adherence to this code ensures a professional and respectful working relationship and supports our commitment to providing excellent service.

    All clients are required to adhere to the following Code of Conduct. Failure to comply with these guidelines may result in immediate disengagement from our services.

    Client Responsibilities:

    1. Clients must treat staff with professional respect, courtesy, and honesty. Discriminatory remarks, harassment, demeaning behavior, or bullying—including on social media—will not be tolerated. Problems or disagreements should be addressed calmly and respectfully.
    2. Clients are expected to communicate quickly and effectively. Respond to requests for documents or information within 48 hours whenever possible. Notify us promptly of financial changes (new accounts, payroll adjustments, etc.).
    3. If a client’s usual advisor is unavailable, they should be prepared to work with another team member or wait until the advisor returns.
    4. Clients should understand that advisors may not be available on short notice; therefore, it is recommended to schedule appointments in advance. Emergencies or urgent matters may require schedule adjustments, and flexibility is appreciated.
    5. Clients must disclose all relevant financial activity honestly. Hidden or falsified records create compliance risks. We cannot engage in unethical or illegal requests.
    6. Clients are required to use only secure systems (QuickBooks Online, client portals) for sharing sensitive data. Personal emails, texts, or social media are not permitted. Do not request personal contact information of staff. Rush requests may incur additional fees.
    7. Clients are expected to pay invoices on time. Accounts overdue more than 15 days may result in paused services. Fees should be clearly outlined upfront to avoid any surprises.
    8. Clients with complaints or concerns may email admin@strategicfinancialreporting.com. Eligibility for services does not guarantee they will be provided. Strategic Financial Reporting, Inc. reserves the right to refuse service to anyone.
    9. Clients are encouraged to express their appreciation to the staff. Simple acknowledgments, thank-you notes, or referrals support team morale and productivity.

    Violations of this Code of Conduct may terminate the client's relationship with Strategic Financial Reporting, Inc., effective immediately. For any questions regarding this policy, please email admin@strategicfinancialreporting.com.