Accounting Answers Podcast How Accountants Can Get Closer to Their Clients
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.
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