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Balancing tech and touch: How to personalize client experiences in automated processes
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Accounting Flow is a podcast deep dive into accounting firm workflow & processes. Each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA and Shahram Zarshenas.
Imagine a world where your computer does most of the work, from sending emails to organizing data. Sounds great, right? But here's the catch – how do you make sure your clients still feel special and not just like another task on your checklist? Heather Smith who offers an Accounting Apps newsletter, host of the Accounting Apps podcast, and founder of the Accounting Apps MasterMind community, is here to share some thoughtful insights.
In this episode, you'll discover:
- Simple ways to make automated messages feel warm and personal.
- Easy tips for understanding what your clients need, even when you're not talking face to face.
- How to keep real, human conversation a key part of your client relationships, no matter how much technology you use.
This conversation is for you if you're all about making your clients feel valued and not just part of the process. Whether you're deep into running your accounting firm or just starting to use more tech in your work, join Roman and Heather for a conversation full of insights, laughter, and practical advice.
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