Accounting Influencers Roundtable

Accounting
Influencers
Roundtable

Recalibrating Engagements with Your Accounting Clients

Rob Brown interviews accounting celebrity Carl Reader on how accountants can reset their relationships with clients for stronger relationships & payments.

It’s the “UK Matters in Accounting” show, usually going out every Friday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you’re already subscribed to.

In today’s episode 30, “Recalibrating Engagements with Your Accounting Clients”

Rob Brown interviews accounting celebrity Carl Reader on how accountants can reset their relationships with clients for stronger relationships & payments.

Carl covers engagement letters, communicating updates to clients and what should happen with an annual renewal letter to clients. This should include a recalibration of fees, terms of engagement and a better annual review meeting with clients. Lots of goodies here for all accountants to shape their firm for future turbulence and better clients.

This is a part two of the interview with Carl here on our Best Practice in Accounting show:

“What Works for Accountant to Get Paid Promptly”

https://best-practice-in-accounting.captivate.fm/episode/what-works-for-accountant-firm-to-get-paid-promptly

*** Please make sure as we shut down this show that you’re subscribed to our flagship show going forward: Success in Accounting. This will become the Accounting Influencers Podcast from early Feb 2023. ***

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