Show notes
In this episode of Building the Premier Accounting Firm, Roger Knecht is joined by Paul Shrimpling of Remarkable Practice for a discussion about humanizing the numbers in accounting. They explore strategies for accountants to build stronger client relationships, offer more value, and achieve sustainable success through genuine engagement and understanding. 🤝 In This Episode: 00:00 Introduction: Humanizing the Numbers 01:47 The Accountant's Impact on Business 03:39 The Power of Genuine Curiosity 06:00 Curiosity, Care, and Commitment to Help 09:56 Advisory Services: Future-Focused Interpretation 14:57 Overcoming Accountant Hesitation and Pricing 19:46 Why Clients Seek New Accountants 22:20 Addressing Perceived Indifference 26:11 What It Means to Humanize Numbers 28:54 Building Trust and Valued Client Relationships 33:41 Strategic Health and Sustainable Success 37:55 Closing Thoughts and Resources Key Takeaways: Ask pointed questions to understand client opportunities and challenges. 🤔 Demonstrate genuine curiosity and care to foster client loyalty. 💖 Commit to helping clients make better decisions based on interpreted data. 💡 Track the number of client meetings to manage expectations and build stronger relationships. 🗓️ Prioritize being human (80%) over being an accountant (20%) in client interactions. 🧑💼 Featured Quotes: Paul Shrimpling "Accountants focus on the numbers rather than on the humans, but actually in the human space is where the magic happens." Paul Shrimpling "Simply asking me a question is reassuring that I know you care as an accountant." Behind the Story: Paul's experience of feeling disconnected from his accountants during the ups and downs of running a manufacturing business inspired him to create Remarkable Practice. Now, he helps accountants build meaningful relationships with their clients by emphasizing curiosity, care, and commitment, leading to greater client loyalty and business success. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. 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Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777