This is the Accounting Answers Podcast, hosted by Rob Brown. Formerly known as the Best Practice in Accounting Podcast, this show asks and answers critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals.
In today's episode 16, "How Accountants Can Get Closer to Their Clients" with special guest Will Farnell, founder of innovative UK accountancy firm Farnell Clark and author of The Digital Firm.
You can also watch this on youtube here: [link from spreadsheet]
Key takeaways from this episode include:
➜ how making more money is not always the goal of accounting firm clients
➜ what accountants and CPAs need to do and when to find out the real goals for their clients
➜ what accountants started doing as a result of covid that really brought them closer to their clients
➜ the many benefits to accountants and accounting firms of better client relationships and intimacy
➜ strategies to help accountants be more intentional and strategic about proactively reaching out to clients
➜ exactly what client experience is for accountants and why it goes beyond good client service
➜ what accounting clients do when they feel loyal to your firm and are having an exceptional experience
➜ how greater intimacy and frequency of client contact opens up additional selling opportunities for accountants
➜ the vital 'key to the door' that unlocks a much better client experience and more quality engagement for accountants
Action: to get closer to clients, accountants should improve their onboarding, increase frequency of contact and ask better questions to uncover more business opportunities
Tune into more on this daily show for short, sharp episodes that keep you informed of what's happening in the accounting world and the whole ecosystem of consultants, organizations, vendors and advisors who serve them.
To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events
◣━━━━━━━━━━━━━━━━━━━━◢
Thanks to our sponsors:
CPA Trendlines. Actionable intelligence for the professional tax, accounting and finance community. Facts and figures, insights and implications, news, trends, tips and research serving more than 500,000 tax, accounting and finance professionals from around the world. go to https://cpatrendlines.com to sign up for free email updates.
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
You can also check out other Accounting Influencers Shows on YouTube:
https://bit.ly/AI-youtube
Mentioned in this episode:
Dead Show / YouTube
This is for episodes in Networks we no longer use
