Hi
As an accountant how do you encourage clients to go beyond just receiving their monthly reports and actually sit down to review the data with you, ensuring they fully understand their
numbers?
In this podcast with Doug Aitken of The Remarkable Practice, I talk through how my onboarding process makes sure that only potential clients who value that type of service get through the net and get over the threshold, and become a client of Guilford Accounting.
In this conversation – and it ranged
across my 50 years as an accountant –I discuss the importance of really understanding my client's business and understanding, not just the financial numbers, but ALL of their business data - the numbers connected with lead gen, marketing, website traffic, etc. That data is then channelled and used in a way to help define the next steps towards delivering on their personal ambitions.
We
also talked about what the future of the profession holds.
If you want to listen to that podcast, click the link below and scroll down the podcast’s episode page for the additional, downloadable resources mentioned in the podcast.
