Performance Standards
The Difference Is Planning

Our Performance Standards are guided by our Values. They provide a "Bill of Rights" for our clients. By consistently exceeding these performance standards, we continually provide the high quality of service our clients deserve.

  1. You will receive friendly, courteous, awesome service. You will be respected.
  2. We will honor our commitment to you.
  3. Our services will be of an exceptional quality and designed to add significant value to you or your business.
  4. You will be able to seek our help to implement any of the ideas or services we offer.
  5. We believe totally that your perception of our performance is always the reality.
  6. We will acknowledge calls from you before the end of the next business day. If we don't have the answer you seek at that time, we will give you a date when we expect to have an answer.
  7. We will be honest, truthful, ethical, and "upfront" with you at all times.
  8. We will communicate with you frequently, not only when you are paying us to do some work, as we try to build a "win-win" long-term relationship.
  9. Your feedback is critical to our continuing to improve. We're always looking forward to your ideas, comments, and suggestions.
  10. We ask that you respect our time as we do yours.
  11. Our professionals will be proactive and make you aware of both opportunities and threats we identify. We will explain the options available to you in advance.
  12. We will offer you refreshments when you visit our office.
  13. We will promote your business to other clients of ours when appropriate to do so.
  14. We will continually strive to learn more and apply that knowledge to better serve you.
  15. Any team member who hears a complaint "owns" that complaint until a resolution can be found. We will not pass responsibility on to others and will always blame our internal system not a person for the problem.
  16. We will provide you with referrals to other professionals we trust such as bankers, lawyers, insurance agents, etc.
  17. We will provide a sincere warm greeting, using your name whenever possible.
  18. We will strive to anticipate your needs before you ask for our assistance so that we can be proactive in our service.
  19. We will diligently follow the Dugan & Lopatka Statement of Values in all we do.

Nonprofit Home / About Us

E-mail Send us your comments and questions to: info@tdip.com
Send mail to CompanyWebmaster with questions or comments about this web site.
Copyright © 2003 Dugan & Lopatka, CPAs, PC
Last modified: February 12, 2003