Accounting Influencers Roundtable


How Often Should Accountants Talk to Their Clients?

Rob Brown and Martin Bissett discuss how often accountants and CPAs should talk to their clients and how it creates additional accounting opportunities.

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

In today’s episode 24, “How Often Should Accountants Talk to Their Clients?” with special guest Martin Bissett, founder of the Bissett Group and co-founder of Accounting Influencers.

You can also watch this on youtube here:

Key takeaways from this episode include:

☛ a true story about a sizable accounting firm who never spoke to their grade A clients

☛ the illusion of recurring feed that leads many accountants to neglect relationships with their clients

☛ the bad things that can happen to accountants and CPA firms when they don’t maintain regular contact with their clients

☛ what best practice looks like for frequency of client contact in accounting practices

☛ what talking to a client should look and sound like for an accountant who claims to be ‘client-centered’


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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