loader from loading.io

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

Building the Premier Accounting Firm

Release Date: 09/25/2024

Get Paid What You’re Worth through Nonprofit Accounting w/ Jeremy Van Groll show art Get Paid What You’re Worth through Nonprofit Accounting w/ Jeremy Van Groll

Building the Premier Accounting Firm

In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Jeremy Van Groll about niching down into the nonprofit sector and building a thriving accounting business with a strong culture. Jeremy shares his journey from corporate accounting to entrepreneurship, highlighting the unique aspects of nonprofit accounting and the importance of aligning business values with client missions. Key Takeaways: 🔍 Niche Down: Focus on a specific industry, like nonprofits, to build expertise and speak the language of your clients. 🤝 Build a Strong Culture: Define your...

info_outline
This Week on BPAF : Jeremy Van Groll show art This Week on BPAF : Jeremy Van Groll

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses culture with Jeremy Van Groll

info_outline
Rewind : The Evolution Of Accounting Training w/ Ken Bostrom show art Rewind : The Evolution Of Accounting Training w/ Ken Bostrom

Building the Premier Accounting Firm

Join us as we revisit this conversation from 2021! Listen to this discussion with Ken Bostrom as he shares his perspective of 30 years of teaching accounting, how it has changed and now being done. Enjoy the evolution of accounting which now includes computers and software, how things progressed from WordPerfect, Lotus123, ABC Accounting, MYOB to so much more. See how the accounting profession has changed, especially how it has been taught over the years from debits and credits to include software training, from classroom instruction to online courses and programs.  It has become easier...

info_outline
Are Podcasts the Future of Marketing for Accountants? w/ Christina Lenkowski show art Are Podcasts the Future of Marketing for Accountants? w/ Christina Lenkowski

Building the Premier Accounting Firm

this episode of Building the Premier Accounting Firm with Universal Accounting Center President Roger Knecht, podcast publicist Christina Lenkowski explains how accounting professionals can leverage podcast guest appearances to position themselves as authorities, build trust, and grow their businesses. Learn the strategies to educate potential clients, repurpose content, and create effective calls to action for lead generation through podcasting. In This Episode: 00:05 Introduction to the Premier Accounting Firm 01:30 The Rise of Podcasting in Marketing 04:41 Building Trust Through Podcasting...

info_outline
Rewind : Offering Quality Accounting Services With Confidence w/ Jennifer Capener show art Rewind : Offering Quality Accounting Services With Confidence w/ Jennifer Capener

Building the Premier Accounting Firm

Join us as we revisit this conversation from 2021! Jennifer works with and advises many accounting professionals as they start and build their business.  Listen as she shares suggestions and best practices to help accelerate your success. There are two key elements she feels are necessary, confidence and competence.  What does that mean? Understand how working with a coach can be the difference to ensure success. Some good advice, “don’t forget why you started”. Enjoy this next episode in the series to help you Build the Premier Accounting Firm. Sponsors: Helping accounting...

info_outline
Fix Your Sleep Debt: Ultimate Guide for Business Owners w/ Dr. Bijoy John show art Fix Your Sleep Debt: Ultimate Guide for Business Owners w/ Dr. Bijoy John

Building the Premier Accounting Firm

In this episode of Building the Premier Accounting Firm, Dr. Bijoy John, a board-certified sleep specialist, joins Roger Knecht to discuss the vital connection between sleep and mental health for business owners. He shares actionable strategies to improve sleep quality, manage anxiety, and boost overall well-being, crucial for thriving in the demanding accounting industry. Key Takeaways: ⏰ Prioritize dedicated worry time to manage anxiety and prevent racing thoughts before bed. 📱 Establish a tech-free bedroom to optimize melatonin production and improve sleep quality. 🍽️ Adjust...

info_outline
This Week on BPAF : Dr. Bijoy John show art This Week on BPAF : Dr. Bijoy John

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses sleep with Bijoy John.  

info_outline
Rewind : From Accountant to Hero w/ Rhett Gagon show art Rewind : From Accountant to Hero w/ Rhett Gagon

Building the Premier Accounting Firm

Join us as we revisit this conversation from 2021! What a great topic and value add to an accounting firm. Rhett joins Roger to discuss services that can be offered to distinguish any accounting business as the one working to work with owners of real-estate.  Consider this in-depth conversation regarding Cost Segregation and how it can make you the hero for your clients.  This may be the unique selling proposition to help you niche your accounting services in the world of real-estate and investment properties. Get ready to take some notes, this is that good.   Your Host: ,...

info_outline
Achieve Your Goals: Train Your Brain for Peak Performance w/ Robb Zbierski show art Achieve Your Goals: Train Your Brain for Peak Performance w/ Robb Zbierski

Building the Premier Accounting Firm

In this episode of “Building the Premier Accounting Firm,” host Roger Knecht and Robb Zbierski, professional speaker and coach with Freedom Personal Development, explore the critical role of mindset and mental health in achieving business success. They discuss practical strategies for rewiring your brain for optimism and resilience, offering actionable insights to overcome limiting beliefs. Key Takeaways: Recognize the value of having a “head coach” to gain perspective and challenge limiting beliefs. Implement daily, weekly, and quarterly routines to reinforce positive thinking and...

info_outline
Rewind : Are you Wired for Success w/ Erin Moger show art Rewind : Are you Wired for Success w/ Erin Moger

Building the Premier Accounting Firm

Join us as we revisit this conversation from 2021! Listen in as Roger and Erin discuss the psychology that can frustrate our efforts to be successful and profitable in business.  Consider the things so many of us do that sabotage our individual success and learn the formula to help make profit deliberate and intentional. Dream big enough and start small enough to experience success – baby steps 😊 Erin has worked with accounting professional over the years to know what it takes emotionally and practically to help business owners make profit a priority. Learn about the 5 plates...

info_outline
 
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:

Take the Test and get free advice at https://appletreeuk.com/take-the-test/

 

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

  • “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.

  • “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.

  • “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions.

  • Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.



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.

 

In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals.  After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share.  Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It’s here you can become a:

 

 

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.

 

 

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

 

For Additional FREE Resources for accounting professionals check out this collection HERE!

 

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.

Listen to our next episode and be sure to subscribe.

 

Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback

 

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