Jennifer Duncan

  As Chief Operating Officer of Royal Financial, my role includes leading and supporting team members, establishing business procedures, monitoring performance, assisting with recruiting and training, managing client relationships, and identifying opportunities to improve efficiency and profitability. I also contribute to business planning, marketing initiatives, compliance practices, and the development of strategies designed to increase client retention and company growth. 

Entering the tax business is an opportunity to build a rewarding career and your own book of business. My biggest advice is to learn, stay coachable, ask questions, and never stop growing.

Treat every client with professionalism, honesty, and respect. Accuracy and integrity should always come before making money. Build relationships, provide excellent customer service, ask for referrals, and stay connected with your clients throughout the year.

Remember, you are not just a tax preparer—you are a business professional, problem solver, and trusted resource. Your reputation matters, so always give your clients the White Glove Treatment and represent Royal Financial with pride.

 With over 20 years of experience in customer service, I bring a strong foundation in communication, relationship building, problem-solving, and delivering exceptional client experiences. I also have 7 years of experience in the tax industry as a professional tax preparer, where I have developed extensive knowledge of tax preparation, client needs, and providing accurate and personalized tax solutions. In addition, I have 3 years of experience as a business owner, giving me valuable experience in leadership, business operations, client relations, organization, and achieving business goals. My combined experience has equipped me with the professionalism, dedication, and expertise needed to serve clients effectively while building lasting relationships and successful business operations. 

As we prepare for the upcoming tax season, my advice is simple: be prepared, stay organized, and stay focused.

Start building relationships with clients now instead of waiting until tax season gets busy. Continue learning, ask questions when you're unsure, and never sacrifice accuracy for speed. Keep your clients informed, follow up consistently, and provide excellent customer service.

Most importantly, come into this season with a business mindset. Set goals, stay motivated, promote yourself, and take advantage of every opportunity to grow your client base. Remember, every client is a potential long-term relationship and referral.

Work hard, stay consistent, protect your reputation, and give every Royal Financial client the White Glove Treatment!