Australian accountants are well and truly into tax season and with COVID putting financial strain on many families there has been a rush to get I returns lodged in the hope of a ‘cash flow boosting’ refund.
BUT for your SME business clients there is a great opportunity to run a much more EFFECTIVE annual accounts review meeting
…..because you are running an accounts meeting with your business clients, right!?
I believe in Stop Selling Start Helping and the Start Helping part begins with a conversation with the client. We need to ask them how they are going? What are their aspirations for the business? How do they enjoy working with us? Would they like to see how we could work together to fast track results or give them better insights for better decisions?
In this weeks Modern Firm Practices 👇 video I share a few ideas on how to ask better questions in your year end meeting that might lead to opportunities to better help and support your clients.
Until next week,