Episode 16

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Published on:

25th Nov 2023

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.

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

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https://www.linkedin.com/in/therobbrown

You can also check out other Accounting Influencers Shows on YouTube:

https://bit.ly/AI-youtube

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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.