We believe Accountants should be having bold and important conversations with their clients as often as possible. Sometimes, however, it can be difficult to know how to open the batting and get the client’s real issues and opportunities open for discussion.
At Slipstream Coaching, the accounting and multidisciplinary firms we work with are all on a journey to add value and truly look after their clients. We believe accountants have a responsibility to look out for their clients needs both in their business and in their personal lives.
How do you broach the subject of doing something different with your clients? It’s likely to be easier than you might think. You simply need to engage in conversations that interest them. (Of course, it also helps to have a genuine desire to help your clients and confidence in the value that your services provide.)
Here’s a selection of conversation starters, taken with permission from Scott Charlton’s book The Bold Accountant, to be used with prospective and existing clients as appropriate.
Allowing you to demonstrate and talk about the value you can bring to both their business and personal life. We’ve witnessed and coached firms through this process to see them increase their revenue and growth within the firm by more than 300% with plenty of other amazing case studies.
This just a sample of the discussions that are held at Slipstream Coaching. If you’re an accounting firm that is looking to grow and add real value to the clients you work with, please have a look at our other resources
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