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

Building the Premier Accounting Firm

Release Date: 09/25/2024

Sharon Francisco’s Journey to Entrepreneurial Empowerment show art Sharon Francisco’s Journey to Entrepreneurial Empowerment

Building the Premier Accounting Firm

On this week’s episode of Building the Premier Accounting Firm, Roger Knecht delves into the entrepreneurial journey of Sharon Francisco, who transitioned from a corporate role to founding a thriving bookkeeping business with her sister-in-law. Discover how Sharon’s experiences and insights have shaped her path and led to the creation of the “entrepreneurial bookkeeper” program, designed to empower others to achieve similar success. Main Themes: Entrepreneurial Transition: Sharon shares her story of leaving the corporate ladder to start a bookkeeping business of her own, highlighting...

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This Week on BPAF : Sharon Francisco show art This Week on BPAF : Sharon Francisco

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses pwomen empowerment with Sharon Francisco

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Rewind : A Recovering Accountant with Jeff Borschowa show art Rewind : A Recovering Accountant with Jeff Borschowa

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Listen in as Jeff and Roger discuss the value of master mind groups and the power of group think.

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Navigating Growth, Mergers, and Private Equity in Accounting w/ Gary Shamis show art Navigating Growth, Mergers, and Private Equity in Accounting w/ Gary Shamis

Building the Premier Accounting Firm

Welcome to this episode of “Building the Premier Accounting Firm,” where we explore the dynamic landscape of strategic growth and private equity in accounting firms. In this episode, host Roger Knecht is joined by industry expert Gary Shamis, who shares his incredible journey from an aspiring doctor to a leading accountant.  Roger and Gary delve into strategic growth strategies, highlighting the importance of developing advisory services and targeting niche markets. Learn how technological advancements have facilitated geographic expansion and hear about the impressive evolution of a...

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Donna and Roger discuss the three things every accounting business owner needs to consider when building the company.  This is a great addition to the topic of building the premier accounting firm.  Consider each as you work on your business and see which is your next biggest challenge or opportunity.

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Building the Premier Accounting Firm

In this insightful episode of Building the Premier Accounting Firm, Roger Knecht sits down with Sarah Cordiner to delve into the art of transforming intellectual property into lucrative online courses, particularly for accounting professionals. She emphasizes the role of edu-marketing in enhancing market positioning and business opportunities through effective education. Key Highlights: Passion for Education: Sarah shares her personal journey and passion for education, underscoring the importance of engaging learners to effectively market services, especially in the accounting field. ...

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The Rollercoaster to Financial Fluency w/ Dr. Patience Jackson Rose show art The Rollercoaster to Financial Fluency w/ Dr. Patience Jackson Rose

Building the Premier Accounting Firm

In this insightful episode of “Building the Premier Accounting Firm,” Universal Accounting Center president Roger Knecht sits down with Dr. Patience Jackson Rose, CEO of Red Worldwide, Inc., to explore the intersection of accounting, education, and empowerment. Dr. Rose discusses her journey from working at Six Flags to becoming an advisory-focused accountant, emphasizing how empathy and comprehensive services can boost client success. The conversation highlights the importance of education, especially for people of color, through initiatives like her nonprofit, RED Worldwide, which...

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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.

 

Offers:

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Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve.  This is a webinar you don’t want to miss.  Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area.  This is a must-see presentation so get ready to take some great notes.

 

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Next, join a group of like-minded professionals within the accounting community.  Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

 

 

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Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

 

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