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How Accountants Can Get Closer to Their Clients

It’s the “Best Practice in Accounting” show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

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

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

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5 great shows in the Accounting Influencers Podcast Network:

Success in Accounting – MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.

Insights in Accounting – TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

Influencers in Accounting – WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

Best Practice in Accounting – THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here’s what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

UK Matters in Accounting – FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

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