Episode 30

Recalibrating Engagements with Your Accounting Clients

It's the "UK Matters in Accounting" show, usually going out every Friday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you're already subscribed to.

In today's episode 30, "Recalibrating Engagements with Your Accounting Clients"

Rob Brown interviews accounting celebrity Carl Reader on how accountants can reset their relationships with clients for stronger relationships & payments.

Carl covers engagement letters, communicating updates to clients and what should happen with an annual renewal letter to clients. This should include a recalibration of fees, terms of engagement and a better annual review meeting with clients. Lots of goodies here for all accountants to shape their firm for future turbulence and better clients.

This is a part two of the interview with Carl here on our Best Practice in Accounting show:

"What Works for Accountant to Get Paid Promptly"

https://best-practice-in-accounting.captivate.fm/episode/what-works-for-accountant-firm-to-get-paid-promptly

*** Please make sure as we shut down this show that you're subscribed to our flagship show going forward: Success in Accounting. This will become the Accounting Influencers Podcast from early Feb 2023. ***

◣━━━━━━━━━━━━━━━━━━━━◢

For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

Mentioned in this episode:

Dead Show / YouTube

All Episodes Previous Episode

About the Podcast

Show artwork for UK Matters in Accounting
UK Matters in Accounting
Critical insights, commentary and analysis of key issues, trends, news and events in the accounting and fintech world, specifically for the United Kingdom

Listen for free

About your hosts

Profile picture for Martin Bissett

Martin Bissett

Martin Bissett is the founder of the Bissett Group of companies that provide practice and personal growth communities, content, and continuing education exclusively to the accounting and bookkeeping professions worldwide.

Previously he established a high six-figure consulting firm while serving as a keynote speaker with over 100 one-off and repeat engagements to his name, as well as becoming the most published author on his topics of specialism with 11 books including 1 bestseller.

Since 1998, he has played a major part in working with over 1800 accounting firms in over 40 countries. These projects have led to those firms acquiring over £500m of recurring fees before inflationary increases, referrals and upselling are factored in. He stopped keeping track of this number over 5 years ago. Martin now advises both accounting practitioners and FinTech companies alike, at board level.
Profile picture for Rob Brown

Rob Brown

Rob Brown hosts the multiple accounting podcast and chair conferences, panels and events globally for the accounting and fintech profession. He is co-founder of Accounting Influencers Roundtable (AIR) which helps vendors, experts and influencers serve the accounting and finance world. He is a dynamic speaker and accomplished expert on trust, reputation, employer brand, talent, career development, succession, gen z/generations, employee advocacy and executive presence. Rob is author of the bestselling book Build Your Reputation (Wiley) and his TEDx talk ‘The Personal Brand of You’ has been viewed 400,000 times on YouTube. He is a stroke survivor, has epilepsy, is a committed Christian and has a black belt in kickboxing. He is based in Nottingham UK, home of Robin Hood, plays chess and backgammon, loves orange chocolate and is allergic to grapefruit.