Accounting Answers Podcast Best Practice for the Accounting Annual Review
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.
Episode 13. In today's interview, "Best Practice for the Accounting Annual Review."
Key takeaways from this episode include:
- why many accounting firms don't really offer all the things their website says they do
- the difference between annual reviews and year end tax meetings for accountants
- what questions a conscientious accountant should be asking a client as part of an annual review
- the marketing and business development benefits for accountants of doing annual reviews
- what's wrong with the excuse from accountants "I don't have time to do annual reviews for clients"
- what is lacking from some accountants in so-called annual client reviews
- what some accountants miss in serving clients by not doing the simple and basic things very well
- two questions an accountant or CPA can ask their clients to turn a good annual review a great one
- good responses to annual review questions that can create more opportunities for accountants to serve their clients
Action - Do annual reviews for your clients. If you already do them, do them better by incorporating some of the approaches and questions in this episode.
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.
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Mentioned in this episode:
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