The A-ha Moment: Why we do what we do
The A-ha Moment: Why We Love What We Do
Last week, we had a breakthrough moment with one of our clients that reminded me why I love what we do at Briarwood Financial.
Overcoming Obstacles for Our Clients
Our client was struggling to secure financing for much-needed equipment, not because of their income or work, but because the bank insisted their books be perfect. We spent countless hours reconciling accounts, making calls, and maneuvering through the obstacles. Finally, we got the bank what they needed and secured the funding.
Going the Extra Mile
But we didn't stop there. We immediately started working on tax planning to ensure the purchase was as efficient as possible. Simultaneously, we tackled other ongoing projects with them, including:
The Reward
At the end of it all, the client was incredibly thankful and even offered to buy our office lunch as a token of appreciation. While we politely declined, their gratitude was more than enough to make our hard work worthwhile.
The A-ha Moment
That moment made me realize why we love what we do. It's all about the reaction from our clients who appreciate our dedication as much as we value their trust.
Helping small businesses thrive is our passion, and moments like these fuel our drive to continue making a difference.
#ClientSuccess #FinancialPlanning #SmallBusiness #BriarwoodFinancial