Geni Whitehouse: Conquering Client Chaos CPA Trendlines Podcasts podcast

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Business News News CPA Trendlines Finance CPA Accounting Enrollment Agent

Innhold levert av CPA Trendlines. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av CPA Trendlines eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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Geni Whitehouse: Conquering Client Chaos

4M ago 55:42

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MP3•Episoder hjem

Innhold levert av CPA Trendlines. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av CPA Trendlines eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

With Seth Fineberg
for CPA Trendlines
Genie Whitehouse, CPA.CITP, the "Countess of Communication" for Brotemarkle, Davis & Co., LLP (BDCo), says you must meet your clients where they are and understand their personalities to better communicate with them. Doing so, she says, will provide the ultimate value for your clients.
In this episode, Whitehouse discusses strategies for improving client communication and efficiency in tax preparation, emphasizing the importance of productivity tools, workflows, and shared files. Whitehouse highlights the need to tailor communication methods to meet client preferences and leverage new tools and technologies to provide interactive and insightful financial information. She also explores the crucial role of communication in tax consulting and accounting, emphasizing the need for empathy, understanding, and adaptability in addressing clients' needs.
See Six More Takeaways here

… continue reading

213 episoder

#Business News #News #CPA Trendlines #Finance #CPA #Accounting #Enrollment #Agent

Artwork

Geni Whitehouse: Conquering Client Chaos

CPA Trendlines Podcasts

published 4M ago

Del

MP3•Episoder hjem

Innhold levert av CPA Trendlines. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av CPA Trendlines eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

With Seth Fineberg
for CPA Trendlines
Genie Whitehouse, CPA.CITP, the "Countess of Communication" for Brotemarkle, Davis & Co., LLP (BDCo), says you must meet your clients where they are and understand their personalities to better communicate with them. Doing so, she says, will provide the ultimate value for your clients.
In this episode, Whitehouse discusses strategies for improving client communication and efficiency in tax preparation, emphasizing the importance of productivity tools, workflows, and shared files. Whitehouse highlights the need to tailor communication methods to meet client preferences and leverage new tools and technologies to provide interactive and insightful financial information. She also explores the crucial role of communication in tax consulting and accounting, emphasizing the need for empathy, understanding, and adaptability in addressing clients' needs.
See Six More Takeaways here

… continue reading

213 episoder

#Business News #News #CPA Trendlines #Finance #CPA #Accounting #Enrollment #Agent

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