Episode 112

How Client Expectations Are Changing: Need to Know

In this conversation, Rob Brown and Eric Gregg discuss the importance of understanding client needs in the accounting industry, emphasizing the significance of specialization, effective online presence, and the role of technology in enhancing client relationships. They explore the concept of the 'Day One Accounting Firm,' which highlights how firms can position themselves to be top of mind for potential clients. The discussion also covers pricing strategies, the importance of onboarding, and how firms can differentiate themselves through client experience and thought leadership.

Key Takeaways:

-Accountants often lack insight into what clients truly want.

-Specialization is key to being on a client's day one list.

-A strong online presence is crucial for attracting clients.

-Differentiation in client experience is essential for success.

-Value perception can significantly impact client relationships.

-Effective communication can enhance client satisfaction and referability.

-Cultural differences can influence client expectations and perceptions.

-Technology, including AI, plays a vital role in client interactions.

-Thought leadership can build trust and authority in the market.

-Onboarding processes are critical for establishing strong client relationships.

Watch the show with graphics and slides on youtube here:

https://youtu.be/7wBDDOtPCng

The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

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About the Podcast

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Accounting Voices Podcast
Accounting Voices helps people in the accounting world stay relevant visible and vocal. Host Rob Brown interprets trends reshaping the profession and gives listeners insight to build authority influence and a stronger voice in firms and markets.

About your host

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Rob Brown

Rob Brown is the founder and host of the Accounting Voices Podcast, the flagship solo show of the Accounting Voices Network. Each episode offers sharp analysis and commentary on the trends, ideas and people shaping the global accounting profession.

Through this Accounting Voices Podcast, Rob helps accounting firm leaders, decision makers and professionals stay relevant and make sense of disruption in areas like AI, automation, M&A, private equity and soft skills beyond the tech. His perspective blends clarity, insight and curiosity, making complex issues relevant and practical for professionals and decision makers across accounting and finance.

He also leads two monthly panel shows, Accounting M&A and Accounting AI, which bring together senior voices to explore consolidation, strategy and the impact of technology on firms and people.

Rob is the author of the bestselling book Build Your Reputation (Wiley) and a TEDx speaker whose talk The Personal Brand of You has more than 400,000 views. Over his career he has hosted and moderated more than 1,000 conversations with accounting and fintech leaders worldwide.

Based in Nottingham UK, Rob is a stroke survivor living with epilepsy, a black belt in kickboxing, a decent chess player and an average player of four musical instruments.