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How Often Should Accountants Talk to Their Clients?
Manage episode 350781783 series 3369425
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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. https://www.linkedin.com/in/martinbissett
You can also watch this on youtube here: https://youtu.be/V4MViepfCPs
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'
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❹ 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.
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Mentioned in this episode:
Dead Show / Youtube
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