Join the accounting influencers conversation at one of our virtual speed networking events for influential leaders and professionals in the accounting, finance and tech world:
[ Ссылка ]

Rob Brown interviews Geni Whitehouse, an accountant turned speaker, author, and trainer who helps CPAs make the transition from compliance work to becoming trusted advisors for their clients.

They discuss why technology hasn't replaced accountants, the importance of communication skills for advisors, asking insightful questions, and overcoming the resistance many accountants have to expanding their services.

Geni emphasizes that the future of the accounting profession depends on building deeper relationships with clients by uncovering their goals and turning financial data into meaningful insights.

Key Takeaways:

➯Technology like AI will augment the work of accountants, not replace them. Accountants will be freed up to focus on more strategic insights.
➯Communication skills, especially listening, are critical for advisors. Asking thoughtful questions is key to understanding client needs.
➯Advisors don't impose solutions. They collaborate with clients to develop custom strategies based on their goals.
➯Accountants have invaluable financial knowledge but need to learn to convey it visually for clients.
➯Firms need to help accountants find time for learning and collaboration to expand their advisory skills.
➯"Technology, is going to be the final liberating force in our lives that allows us to do the stuff that we really want to do."

Key timestamps:

1:00 - Technology won't make accountants obsolete. It will augment their work.
2:00 - Communication skills are critical for accountants to provide value to clients.
3:00 - Listening is the most important communication skill for advisors.
6:00 - Asking the right strategic questions uncovers client needs.
12:00 - Advisors shouldn't impose solutions. They should collaborate with clients.
18:00 - Understanding where clients get business insights is key.
24:00 - True advisory moves clients towards their goals through action.
30:00 - Firms need to help accountants expand their advisory skills.
_________

The Accounting Influencers Podcast is for accountants, bookkeepers, finance professionals and those who lead, work in, and serve them. Hosted by Rob Brown and special guests who are influential within their field, the podcast covers topics such as leadership, business growth, technology and automation, diversity and career development. Join the accounting influencers conversation at one of our virtual speed networking events for influential leaders and professionals in the accounting, finance and tech world:
[ Ссылка ]

свернуть