I recently had the great privilege of a podcast discussion with someone who’s been in the accounting profession for decades, someone who has also worked in a significant way with vendors, the suppliers to the accounting profession, as well as with accountancy firms – Richard Sergeant, Managing Director at Principle Point. I was challenged in this podcast to think about ‘humanising the numbers’ in a different way. Richard signposted a key KPI around the technology that will make you think about your use of tech across your firm, plus the ways and means that the development of ‘little’ skills can improve the human conversations between your firm and your clients. Please check out the Richard Sergeant podcast and scroll down the podcast’s episode page for the contact information for Richard and for the additional downloadable resources mentioned in the podcast. |
The Solution:
SHOW NOTES
Connect with Richard
Connect with Doug
Connect with Paul
Resources relating to this podcast:
Click the button below to discover more about the Accountants Growth Academy.
Remarkable Practice Client Manager Programme
You secure your firm’s future growth and profitability when your clients are loyal, recommend you more, buy additional services and are open to regular price increases.
And what drives all of that?
Not just technical quality. Not just deadlines met.
It’s the behaviour and mindset of your client managers.
When your client managers improve how they engage and care for clients, your firm’s results improve.
So the question is: Could you be doing more to build your client managers’ skills and mindset?
That’s exactly what our Client Manager Programme is designed to do.
It helps client managers:
- Build deeper client relationships
- Deliver value beyond the numbers
- Handle pricing conversations with confidence
- Spot and act on opportunities for additional services
Great client care is no longer a soft skill. It is a strategic advantage.
Click the button below to read more about our Remarkable Client Manager Programme and, if you want to discuss it further, please get in touch via the 'chat with us now' button on the website. You'll speak to a real person, not a bot!
Your Firm’s Future – by Douglas Aitken and Paul Shrimpling of Remarkable Practice
In a world of constant change, uncertainty, and increasing client expectations, one thing separates ambitious firms from the rest: strategic health.
In our book, Your Firm’s Future, we share a practical framework built around 8 essential questions that will help you assess and build your firm's strategic health.
Why does strategic health matter so much? Because when your firm is strategically healthy, it benefits your team, your clients, in fact, everyone connected with your firm.
Strategic health isn’t just an internal metric. It delivers a better outcome for everyone connected to your firm.
Click the button below to take the strategic health of your firm seriously by completing our Strategic Health Diagnostic
or
click the button below that to buy the book.