Episode 13

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Published on:

4th Nov 2023

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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About the Podcast

Accounting Answers Podcast
Asking critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals
The ACCOUNTING ANSWERS PODCAST is hosted by Rob Brown, co-founder of the Accounting Influencers Roundtable (AIR). Join hundreds of others on our next virtual speed networking event for influential leaders and professionals in the accounting, finance and tech world:
https://accountinginfluencers.com/events

On this daily show with short, sharp episodes, Rob asks a range of experts and influencers the critical questions shaping the accounting profession. It keeps you informed of what's happening in the accounting world and the whole ecosystem of consultants, organizations, vendors and advisors who serve them.

Host Rob Brown is a renowned presenter, facilitator and chair of high-level conferences, panels and events globally for the accounting and fintech profession. He is retained by many professional networks, alliances, associations, practices and vendors to chair their events and provide high-level interview content for their communities. He is a dynamic speaker and accomplished expert on trust, reputation, employer brand, talent, career development, succession, gen z/generations, employee advocacy and executive presence. https://www.linkedin.com/in/therobbrown/

Rob is author of the bestselling book Build Your Reputation (Wiley) and his TEDx talk ‘The Personal Brand of You’ has been viewed over 300,000 times on YouTube. He is a stroke survivor, has epilepsy, is a committed Christian and has a black belt in kickboxing. He is based in Nottingham UK, home of Robin Hood, plays chess and backgammon, loves orange chocolate and is allergic to grapefruit.

https://www.linkedin.com/company/accountinginfluencers
https://bit.ly/AI-youtube
https://twitter.com/accinfluencers

About your host

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Rob Brown

Rob Brown hosts the multiple accounting podcast and chair conferences, panels and events globally for the accounting and fintech profession. He is co-founder of Accounting Influencers Roundtable (AIR) which helps vendors, experts and influencers serve the accounting and finance world. He is a dynamic speaker and accomplished expert on trust, reputation, employer brand, talent, career development, succession, gen z/generations, employee advocacy and executive presence. Rob is author of the bestselling book Build Your Reputation (Wiley) and his TEDx talk ‘The Personal Brand of You’ has been viewed 400,000 times on YouTube. He is a stroke survivor, has epilepsy, is a committed Christian and has a black belt in kickboxing. He is based in Nottingham UK, home of Robin Hood, plays chess and backgammon, loves orange chocolate and is allergic to grapefruit.