Connect with Elinor
1. Listen to this Humanise The Numbers podcast with Elinor Perry, Managing Director of Pentlands Accountants, as she talks about her onboarding process and why client relationships matter more than anything else.
2. Listen to this Humanise The Numbers podcast with Elinor Perry, Managing Director of Pentlands Accountants, as she shares the importance of processes, habits, and standards in her firm.
3. Listen to this Humanise The Numbers podcast with Elinor Perry, Managing Director of Pentlands Accountants. Elinor talks about her team and why they matter so much, as well as the culture of her firm and the ways in which they support and look after individual team members.
https://humanisethenumbers.online/episode-142-elinor-perry-md-pentlands-accountants/
1. Listen to this Humanise The Numbers podcast with Elinor Perry, Managing Director of Pentlands Accountants. Elinor shares how she feels about her clients, why this year is a celebration year, and why working with clients is not just about delivering another set of accounts. Elinor's aim is for clients to be with them for many years. This year, Elinor celebrated 25 years working at, and 20 years running, Pentlands, and at the garden party celebration were many of her clients, 7 of whom, between them, have been with Pentlands for 166 years. To Elinor, clients are part of the family.
2. Listen to this Humanise The Numbers podcast with Elinor Perry, Managing Director of Pentlands Accountants. Elinor discusses the importance of relationships with clients – why the client is the hero, and how she and her team are there to help them on their journey, enabling them to make better business decisions.
3. Listen to this Humanise The Numbers podcast with Elinor Perry, Managing Director of Pentlands Accountants. Elinor shares her thoughts on how challenging clients and having difficult conversations enable you to build a relationship of loyalty and trust. She says that many of her clients like the fact that she is a straight talker.
4. Listen to this Humanise The Numbers podcast with Elinor Perry, Managing Director of Pentlands Accountants. Elinor talks in detail about her onboarding process and how it is an end-to-end process that involves the key members of the team, ensuring that values align.
5. Listen to this Humanise The Numbers podcast with Elinor Perry, Managing Director of Pentlands Accountants. Elinor shares her three offers to new clients, going through each one: Manage, Grow, Maximise. She and her team work to deliver everything they do with 'no fuss, no surprises' – and a bar of chocolate!
6. Listen to this Humanise The Numbers podcast with Elinor Perry, Managing Director of Pentlands Accountants. Elinor talks about the power of human connection when it comes to the kind of relationships she wants to build with her clients. For Elinor, this begins at the kickstart meeting, where you have the opportunity to build trust, connect with your client, and set the tone of how things will be done.
7. Listen to this Humanise The Numbers podcast with Elinor Perry, Managing Director of Pentlands Accountants. Elinor discusses the Entrepreneurial Operating System (EOS), an American framework, and how she has adapted it for use in her firm to ensure the team feel well supported, heard, and valued.
She shares the way company updates are delivered, how information is shared, how often the team get together, the bonus scheme, and the frequency of meetings and one-to-ones.
Every team member attends the quarterly meeting, and the first question, which everyone gets to answer, is: 'What has been the best thing for you this quarter from both a personal point of view and a business point of view?' This ensures that everyone has the opportunity to speak and be heard.
8. Listen to this Humanise The Numbers podcast with Elinor Perry, Managing Director of Pentlands Accountants. Elinor discusses healthy conflict and the challenges that arise when mistakes are made. She talks about the importance of ensuring that they are resolved, but also that lessons are learned.
9. Listen to this Humanise The Numbers podcast with Elinor Perry, Managing Director of Pentlands Accountants. Elinor shares the biggest challenges facing her firm going forward and how she and her team lead and manage change.
10. Listen to this Humanise The Numbers podcast with Elinor Perry, Managing Director of Pentlands Accountants. Elinor and Paul reflect on the importance of processes and how to ensure that they are followed by using habits, triggers, and checklists.
https://humanisethenumbers.online/episode-142-elinor-perry-md-pentlands-accountants/
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Here is a soundbite of the interview with Elinor