Biggest Challenges Faced By A President And CEO At Freedom Accounting Solutions Inc
Sonia, President & CEO at Freedom Accounting Solutions Inc., identifies the biggest challenge in her role as navigating the resistance to advice from some small business clients who, despite seeking help, "don't wanna be helped." This client inertia, while ultimately overcome, creates a recurring burden impacting the smooth operation of the company.
Executive/Leadership, Overcoming Challenges, Workplace Challenges, Client Communication, Problem-Solving
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Sonia Perez
President & CEO
Freedom Accounting Solutions Inc.
California Lutheran University, 2006
N/A
Accounting
Consulting & Related Professional Services, Finance (Banking, Fintech, Investing)
Finance
Immigrant
Video Highlights
1. Dealing with resistant clients who may not fully utilize the services offered.
2. Finding the balance between providing expert advice and respecting client preferences.
3. The importance of perseverance and maintaining a positive relationship with clients despite initial resistance to suggestions.
Transcript
What is your biggest challenge in your current role?
My biggest challenge is that we service small clients, and some of them are set in their ways. They hire us because they want our advice and help, but then when we try to help them, they don't want to be helped.
At the end of the day, they know we're always trying to do what's best for their business, and they will comply. But there's a small struggle that can sometimes feel heavy, especially with certain clients. I think that's the only challenge we're experiencing right now.
Advizer Personal Links
https://freedomasi.com/, IG freedomasi https://www.instagram.com/freedomasi/, FaceBook Freedom Accounting Solutions Inc. https://www.facebook.com/FreedomAccountingSolutionsInc/