In this episode of Building the Premier Accounting Firm, Roger Knecht is joined by Paul Shrimpling of Remarkable Practice for a discussion about humanizing the numbers in accounting. They explore strategies for accountants to build stronger client relationships, offer more value, and achieve sustainable success through genuine engagement and understanding. 🤝
00:00 Introduction: Humanizing the Numbers
01:47 The Accountant's Impact on Business
03:39 The Power of Genuine Curiosity
06:00 Curiosity, Care, and Commitment to Help
09:56 Advisory Services: Future-Focused Interpretation
14:57 Overcoming Accountant Hesitation and Pricing
19:46 Why Clients Seek New Accountants
22:20 Addressing Perceived Indifference
26:11 What It Means to Humanize Numbers
28:54 Building Trust and Valued Client Relationships
33:41 Strategic Health and Sustainable Success
37:55 Closing Thoughts and Resources
Ask pointed questions to understand client opportunities and challenges. 🤔
Demonstrate genuine curiosity and care to foster client loyalty. 💖
Commit to helping clients make better decisions based on interpreted data. 💡
Track the number of client meetings to manage expectations and build stronger relationships. 🗓️
Prioritize being human (80%) over being an accountant (20%) in client interactions. 🧑💼
Paul Shrimpling "Accountants focus on the numbers rather than on the humans, but actually in the human space is where the magic happens."
Paul Shrimpling "Simply asking me a question is reassuring that I know you care as an accountant."
Paul's experience of feeling disconnected from his accountants during the ups and downs of running a manufacturing business inspired him to create Remarkable Practice. Now, he helps accountants build meaningful relationships with their clients by emphasizing curiosity, care, and commitment, leading to greater client loyalty and business success.
Conclusion:
Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here.
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Get a copy of 'Your Firm's Future' that we discussed today:
https://www.remarkablepractice.com/product/your-firms-future/
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