March 13, 2024

Episode 106: Mike Dean of Whisper Claims


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The Story

You’d probably agree that, if you get to a place where you have a strong collaborative relationship with a client and you're doing what you can to educate them and to protect the best interests of their business, you're going to be building a deep relationship, a loyal, long-standing relationship, with that particular client.

And it was those three factors – collaboration, education and protection – that stood out as the valuable elements of this discussion with Mike Dean of Whisper Claims, as he talks about R&D Tax, something I wasn’t expecting would show up on the Humanise the Numbers podcast.

But Mike talks a lot of sense with regard to collaboration, protection and education in the R&D Tax space, a sector in which there is a high degree of uncertainty and, maybe, a sense of wariness, because of what's taken place in recent times.

If you’ve got clients who are wondering about or who are interested in R&D Tax, but you’re nervous about it, why not check out this podcast.

Please scroll down this episode page for the contact information for Mike and for the additional, downloadable resources mentioned in this podcast.

The Solution:





Connect with Mike

Connect with Paul

Resources relating to this podcast:

During the podcast, Paul and Robert discuss the value of KPIs for both the team and the clients. Robert talks about the typical KPIs for a hospitality business and their importance to management and to the wider team. He feels that when the team have KPIs they are more invested and better connected to the KPIs of their manager, as well as to the business as a whole.

From his team’s point of view, Robert thinks that quarterly goals are too broad, so they have introduced monthly meetings with each team member to ensure that their current KPIs and goals are still correct and achievable.

Rob's main KPI is team happiness – if they are happy, the clients are happy.

Most accountancy firm owners and managing partners measure what they think is right rather than measure what matters most.

We know accountants love to track and measure – let’s make sure you track and measure the right things in your firm. Click here to read this Business Breakthrough report – Healthy Heartfelt KPIs – and discover how to use them as key PREDICTIVE indicators.

Towards the end of the podcast, Robert and Paul discuss leading and managing change and how there is just never enough time to get eveything done. Rob talks about the discipline he attaches to his running and admits that he does not always get the work/life balance right.

He mentions a book called Atomic Habits, by James Clear, that outlines how small changes can make a big difference. Here is a link to the book.

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