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MyBuilderCPA Client Code of Conduct

At MyBuilderCPA, we strive to create a professional and respectful environment for both our team and our clients. This Client Code of Conduct outlines the expectations of treatment between MyBuilderCPA and our clients to ensure a positive and productive relationship. We choose to come to work every day because we value a supportive, respectful, and professional atmosphere. This code of conduct applies to all interactions, whether in person, over email, or through virtual meetings.

1. Unacceptable Behaviors

We do not tolerate any form of:

  • Yelling

  • Insults

  • Threats

  • Discriminatory remarks

  • Any other rude, hostile, or aggressive behavior

2. Expectations of Professionalism

We expect to be treated with dignity and respect at all times. Our team is committed to providing the best possible service, even when we are exhausted and performing tasks beyond our scope. We promise to treat our clients with the same level of professionalism and respect.

3. Communication Guidelines

  • Email: We can read client requests via email and will do our best to address them. However, most irregular issues will require a scheduled meeting.

  • Scheduled Meetings: To ensure a thorough and focused discussion, please schedule meetings in advance. We do not handle issues via unscheduled phone calls.

4. Response to Unacceptable Behavior

  • First Instance: The meeting will be ended immediately to allow everyone to cool down.

  • Second Instance: Our engagement with the client will be terminated.

  • Unacceptable Behavior via Email: Emails containing inappropriate behavior will go unanswered and ignored.

5. Client Responsibilities

  • Timely Response: We require clients to respond to our requests within 48 hours. Failure to do so will result in an equal delay in our deliverables and may lead to skipping the deliverable until the next month.

  • Adherence to Scheduled Meetings: Please ensure you attend scheduled meetings on time and come prepared.

6. Mutual Respect

Fostering mutual respect and cooperation is simple: just be kind. Everyone at MyBuilderCPA is trying their best to serve you.

7. Resolution Process

  • Re-assignment of Team Members: If a conflict or misunderstanding arises, we will attempt to re-assign the client to a different MyBuilderCPA team member.

  • Termination of Services: If the client cannot get along with multiple team members, we will have no choice but to terminate the client relationship.

We appreciate your cooperation in adhering to this Client Code of Conduct. Our goal is to ensure a positive and effective partnership with all of our clients.

If you have any questions or concerns about this Code of Conduct, please feel free to contact us.

Many thanks,

Jon Markee, CPA

Founder & CEO


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