{"href":"http://player.captivate.fm/services/oembed?url=http%3A%2F%2Fplayer.captivate.fm%2Fepisode%2F2b3664c8-87a8-4674-80f7-c7f28df68c14","version":"1.0","provider_name":"Captivate.FM","provider_url":"https://www.captivate.fm","width":600,"height":200,"type":"rich","html":"","title":"How Clients Can Educate Accountants: Susan Bryant","description":"Episode 120. In today's interview, \"How Clients Can Educate Accountants: Susan Bryant\"\r\n\r\nSusan Bryant is a CPA with a vision to help business owners achieve their dreams. She has been voted Top 50 Women in Accounting and works with the MB Group leading lead the Accounting Services team. Her favorite roles are being the architect of accounting processes, an MandA advisor and tax strategist. Susan\u2019s passion is transforming the lives of business owners by bringing order to the finance function and alleviating stress around taxes through proper and timely planning.\r\n\r\nKey takeaways from this episode include:\r\n\r\n\u300bshout out to Susan's previous interview on what makes a good accounting client https://bit.ly/38F7rdn\r\n\r\n\u300bwhat accountants should do to ensure their clients step up to be better clients\r\n\r\n\u300btop tips for accountants to manage the expectations of their client\r\n\r\n\u300bwhat makes the good accountants great in terms of going beyond compliance for their clients\r\n\r\n\u300bwhat turns a good accounting client into a great one - the dynamics of a great client-accountant relationship\r\n\r\n\u300bthe importance of accounting clients treating their advisors as partners rather than mere suppliers of a service\r\n\r\n\u300bwhen accounting advice becomes more emotional and and relationship based for clients\r\n\r\n\u300bhow very few business owners have a good knowledge of what their accountant actually does\r\n\r\n\u300bexamples of questions accountants can ask their clients to improve their relationship and service\r\n\r\n\u300bthe questions and topics business owners should be bringing up with their accounting advisors\r\n\r\n\u300bwhether clients can and even should focus on making their accountants better advisors\r\n\r\n\u300bthe options for accounting firm clients who are not happy with what their professional advisors are doing\r\n\r\n\u300bhow coachable accountants and CPAs are as a breed and why few are interested in developing\r\n\r\n\u300bthe importance for business owners to be clear on what they want from their accountant and vice versa\r\n\r\n\u300bthe key elements of the discovery call for accountants and prospective clients\r\n\r\n\u300bwhat business owners should be asking a potential new accounting advisor before hiring them\r\n\r\n\u300bthe kind of things that make business owners switch CPA firms or accounting advisors (and what doesn't)\r\n\r\n\u300bthe biggest thing accountants and the accounting profession needs to work on to improve the sector's image\r\n\r\n\u300bwhat it means for accountants to actively help their clients to fulfil their dreams\r\n\r\n\u300bthe need for accountants and CPAs to have their own dreams and visions so they transform themselves\r\n\r\n\u300bthe difference between incremental change and significant transformation for accountants and their clients\r\n\r\nOutside work, you'll find Susan whipping up new dishes in the kitchen, shopping at the mall with her teenage daughters, planning (in excruciating accountant-like detail) her next vacation and, if it's Christmas-time, glued to the Hallmark Channel. \r\n\r\nhttps://www.linkedin.com/in/susanbryantcpa\r\n\r\nhttps://twitter.com/MBGroupSusanB\r\n\r\nhttps://www.mbgcpa.com\r\n\r\nCheck out Susan's previous interview on the show:\r\n\r\nAccountants - Make Good Clients Great: Susan Bryant\r\n\r\nhttps://bit.ly/38F7rdn\r\n\r\nNOTE TO LISTENERS:\r\n\r\nThe Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.\r\n\r\nEvery Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.\r\n\r\nEvery Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. \r\n\r\nEvery Thursday the show gives you a practical 'here's what works' tips concerning a key challenge,...","thumbnail_width":300,"thumbnail_height":300,"thumbnail_url":"https://artwork.captivate.fm/4fcd2b5e-19dc-4987-9a2d-dc2a1a43ee69/vDCirf2o8jwIX7qqA2pTI-a3.jpg"}