Episode description

Episode 79. In today's practical episode, "What What Works for Accountants with Client Surveys."

Key takeaways from this episode include:

➯ evaluating the advice given to accountants to run client satisfaction surveys

➯ the mistakes accounting firms make with client satisfaction surveys and why they show very little

➯ adopting the CAD system in accounting firms to gain a better understanding of how happy your clients are

➯ what accounting firms should actually be doing and saying to proactively reach out to their clients

➯ the criteria for client facing staff in accounting firms, especially when conducting client surveys

➯ what it means for an accounting firm or CPA or accounting professional to actually care about their clients

➯ why simply asking clients how they are doing creates multiple opportunities for accountants and CPAs

➯ the rich information that can come from accounting firm clients who are approached in the right way by accountants

➯ the 4P's of accounting clients that lead to new revenue opportunities for their professional advisors

➯ a killer question accountants can ask clients to identify their highest priorities and most pressing interests

➯ how to turn accountancy client surveys and satisfaction conversations into new business and retained clients

➯ why accounting client satisfaction surveys do not have to come from the fee earner or partner who owns the client

➯ shoutout to Louise Wilson at Moneypenny (upcoming episode) who handle outbound client satisfaction conversations for accountants

➯ what 'bedside manner' means for accounting firms who want warm relationships of trust with their clients

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NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus