Episode 107. “Checklist – 10 Practice Priorities for Accountants”
***APOLOGIES FOR THE AUDIO ON THIS EPISODE***
It’s always interesting to hear the main challenges, opportunities, issues and priorities for accountants from different perspectives. Here is a checklist via software vendor Smartvault
Key takeaways from this episode include:
➜ the importance for accountants of simply picking up the phone and talking to clients
➜ the role of networking and maintaining relationships for accounting professionals
➜ what is wrong with accountants sending documents and especially proposals via email
➜ the increasingly critical role of cybersecurity for accounting firms
Source: 10 Accountants Practice Priorities (Infographic)
NOTE TO LISTENERS:
The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus ‘from the client’s perspective’ episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week’s episodes.
Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.
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Every Thursday the show gives you a practical ‘here’s what works’ tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.
Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services – the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don’t buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.
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