Accounting Answers Podcast Harnessing Client Advisory Boards in Accounting
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 this episode, Rob Brown and Martin Bissett reveal how one progressive accounting firm has introduced client advisory boards to differentiate themselves and get closer to their clients.
Key takeaways from this episode include:
⫸ what success in accounting might look like and how it might be measured
⫸ how the most successful people are generally not bragging about it on social media
⫸ case study of a cutting edge accounting firm in Scotland who decided to adopt a traditional client experience idea and give it a twist
⫸ what a client advisory board actually means for an accounting practice
⫸ how accountants can choose about who to invite to their client advisory boards
⫸ the rules for running a premier client advisory board meeting in accounting firms
⫸ choosing the optimum agenda for client advisory board meetings and what clients really need to spend time on
⫸ how client advisory boards can lead to additional service lines and advisory opportunities for accountants
⫸ the two bonus outcomes for accountants who introduce client advisory boards
⫸ a three step plan for accountancy firms to get started with their first client advisory board
Key action - explore how your firm might start a client advisory board to give your clients something better/different and bring them closer to what you're doing.
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:
Mentioned in this episode:
Dead Show / YouTube
This is for episodes in Networks we no longer use