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Empathy-Driven Strategies for Premier Client Relationships w/ Chantal Cornelius

Building the Premier Accounting Firm

Release Date: 09/25/2024

Fix QBO Errors Fast: Boost Your Bookkeeping Accuracy w/ Leeroy Beeby show art Fix QBO Errors Fast: Boost Your Bookkeeping Accuracy w/ Leeroy Beeby

Building the Premier Accounting Firm

Thanks for listening to another episode of Building the Premier Accounting Firm with Roger Knecht. Today Roger is joined by Leeroy Beeby, co-founder of Level, an error detection software for QuickBooks Online. They discuss how niching down services and using technology like Level can improve margins and streamline operations, even amidst the evolving landscape of AI in accounting. In This Episode: 00:00 Welcome & Guest Introduction 01:21 Leroy’s Path to Accounting 03:10 Starting a Construction Accounting Firm 05:45 Keys to Firm’s Rapid Growth 07:20 Hiring Lessons Learned 10:52...

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Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses improving bookkeeping accuracy with Leeroy Beeby.  

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Rewind : Applying Lessons from Military Service In Business w/ Richard Crawshay show art Rewind : Applying Lessons from Military Service In Business w/ Richard Crawshay

Building the Premier Accounting Firm

Join us as we revisit this conversation from 2021! After years of service in the military and life experiences Richard shares what he has learned and how it applies in business.  This is a great conversation and adaptation that we all need to hear. Listen as Roger discusses with Richard the two things that he feels he learned from his military service that he applies daily in his life personally and professionally.  He is spot on! They also share their thoughts related to helping and serving others.  How it is fulfilling and why we should each find opportunities to give back....

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Get Paid What You’re Worth with CFO Services w/ Ken LaCroix show art Get Paid What You’re Worth with CFO Services w/ Ken LaCroix

Building the Premier Accounting Firm

On this episode of Building the Premier Accounting Firm, host Roger Knecht and his guest, Ken Lacroix, discuss the evolving role of accounting professionals in providing CFO and advisory services. They explore the shift from compliance to forward-thinking financial planning, leveraging technology, and the importance of storytelling in communicating financial insights to business owners. This episode offers key strategies for firms looking to add more value beyond traditional accounting. In This Episode: 00:00 Introduction to Ken Lacroix 02:00 The Anti-Accountant & Storytelling 05:17...

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Building the Premier Accounting Firm

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Rewind : What Story Are You Telling? w/ Aleya Harris show art Rewind : What Story Are You Telling? w/ Aleya Harris

Building the Premier Accounting Firm

Join us as we revisit this conversation from 2021! Why is it we each enjoy a great story?  From plays, to shows and movies we are drawn to stories we relate to, in fact, we are especially drawn to those we can see ourselves relating to the heroes. So how does this apply to marketing accounting services? Listen as Aleya and Roger discuss a proven framework that you can apply story telling principles to the narrative we tell in our marketing to help clients relate better to what we do and how in time it can benefit them. It’s time to grow the business, help the clients we have and empower...

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3 Ways To Attract High-Value Accounting Clients w/ Marie Torossian show art 3 Ways To Attract High-Value Accounting Clients w/ Marie Torossian

Building the Premier Accounting Firm

Roger Knecht is joined by Marie Torossian, founder of The Profit Lab, to discuss strategies for accounting professionals to grow successful businesses on the latest episode of Building the Premier Accounting Firm. They cover topics from differentiating services like CFO advisory and coaching to attracting high-value clients with strong growth mindsets, emphasizing the importance of clear communication and accountability. In This Episode: 00:00 Introduction and Torossian’s Background 02:08 Path to Entrepreneurship 05:30 Profit Lab’s Genesis and Separation 09:14 Coaching, Advisory, and...

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Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses taking action with Marie Torossian.  

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Rewind : Yep, from Bartender to Tax & Accounting Specialist w/ Alyssa Lang show art Rewind : Yep, from Bartender to Tax & Accounting Specialist w/ Alyssa Lang

Building the Premier Accounting Firm

Join us as we revisit this conversation from 2021! Listen as Alyssa shares her story along with the lessons learned to build a successful accounting business. Alyssa and Roger discuss the unforeseen challenges and the corresponding solutions to address each.  From workflow, systems to client relations and everything in between. Consider this, finding someone to be front facing and interacting with clients in a way that meets our expectations and standards can be a hard, but they do exist.  We can build a business that thrives without us working within it doing the day-to-day tasks....

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The Secret to Explaining Your Accounting Pricing w/ Laura Shepherd show art The Secret to Explaining Your Accounting Pricing w/ Laura Shepherd

Building the Premier Accounting Firm

On this edition of Building the Premier Accounting Firm, Roger Knecht and Laura Shepherd, founder of Momentum BK, discuss pricing strategies for accounting firms, focusing on Shepherd’s “Pricing with Purpose” philosophy.  Learn how to categorize services, build confidence, and avoid common pricing pitfalls to grow your accounting business. In This Episode: 00:00 Introduction to Pricing with Purpose 03:49 Categorizing Accounting Services for Pricing 08:42 Deep Dive into Service Categories 14:43 Mindset Shift for Accounting Professionals 19:05 Real-World Pricing Success Stories 24:38...

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More Episodes

In this episode of Building the Premier Accounting Firm, host Roger Knecht is joined by Chantal Cornelius, founder of Apple Tree Marketing, to explore the critical role of emotional connections in client relationships within the accounting industry. Chantal emphasizes that the success of accounting firms hinges on building trust and personal connections with clients, which goes beyond the typical scope of social media content.

Key Discussion Points

  • Emotional Decision-Making: 95% of buying decisions are emotionally driven, Chantal says. She introduces strategies to create empathy-driven relationships with clients, stressing that accounting services, unlike products, require deep trust in accuracy and strategic advice.

  • Challenges of Commoditization: The episode discusses the risk of commoditizing accounting services and the importance of differentiating through trust and personal connections.

Chantal’s Stand Out Strategies for Differentiating Accounting Firms:

  1. Connection: Engage clients through networking and sharing valuable resources.

  2. Contribution: Involve clients in charitable initiatives to build a sense of community and shared values.

  3. Growth: Offer actionable advice that supports clients’ business expansion.

  4. Significance: Ensure clients feel valued and heard, reinforcing their importance to the firm.

Practical Tips and Insights

  • Building Trust: Personal touches like remembering client birthdays and providing coaching services to address personal challenges.

  • Marketing Tactics: While skeptical of social media’s effectiveness in fostering deep relationships, Chantal advocates for referrals, networking, and content marketing, emphasizing the need for clear strategies before implementing tactics.

  • Networking Events: Attend events aligned with the ideal client profile and have a clear purpose for all business activities, including podcasting.

Additional Content

  • Personal Interests: Chantal shares her passion for skiing and her journey of recovering from back surgery, adding a personal touch to the episode.

  • Sales Basics: Understanding the fundamentals of sales and fostering deeper relationships through face-to-face interactions is highlighted.

Thank you for listening to this episode of Building a Premier Accounting Firm. BRAP is a must listen for bookkeeping, accounting, and tax business owners aiming to enhance their client relationships and differentiate their services in a competitive market. Call 435-344-2060 for more information.

 

Sponsors:

Universal Accounting Center

  • Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

 

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Remember this, Accounting Success IS Universal.

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For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777