When your clients feel at home, they tend to want to stay at home. That's a statement by James Butterworth, a tech and advisory specialist from the VIP team at Croner-i. In this podcast discussion, I was surprised by how this conversation moved to a place where we discussed how a better understanding of the client and what they want, as well as tax law and the way you manage your clients' tax affairs, is what ultimately humanises the numbers. This is a fascinating conversation with James which essentially confirms that the better you are at being curious about what's in the best interests of your clients, you build stronger relationships that ensure that clients are more likely to stay with you. If it's a prospect, they are more likely to join your firm because you take a proactive approach to your clients’ tax affairs using the support of a specialist. This is far from a sales pitch from James – it's more a ‘what can you do in general practice to make more of tax when working with your clients?’ It was an unexpected, enjoyable and valuable conversation with James. Please scroll down the podcast’s episode page for the contact information for James and for the additional, downloadable resources mentioned in this podcast. |
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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.