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3 Ways Strong Client Relations Boost Accounting Profits w/ Nolan Bradbury

Building the Premier Accounting Firm

Release Date: 03/26/2025

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In this episode of Building the Premier Accounting Firm, Nolan Bradbury of Bradfield Accounting joins Roger Knecht to discuss the critical importance of strong client-accountant relationships, moving beyond transactional interactions, and leveraging financial reports to drive business growth. They explore the value of providing advisory services, KPIs, and the essential role of accountants as translators, ensuring business owners understand their financial data and make informed decisions.  Key Takeaways: Prioritize client relationships: Build connections that go beyond basic accounting...

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More Episodes

In this episode of Building the Premier Accounting Firm, Nolan Bradbury of Bradfield Accounting joins Roger Knecht to discuss the critical importance of strong client-accountant relationships, moving beyond transactional interactions, and leveraging financial reports to drive business growth. They explore the value of providing advisory services, KPIs, and the essential role of accountants as translators, ensuring business owners understand their financial data and make informed decisions. 

Key Takeaways:

  • Prioritize client relationships: Build connections that go beyond basic accounting to understand clients’ needs and pain points. 

  • Translate financial language: Communicate clearly and avoid accounting jargon to make financial information accessible. 

  • Focus on key performance indicators (KPIs): Identify and track the metrics that truly drive business success, not just financial statements. 📊

  • Move into advisory services: Offer strategic advice and guidance to help clients grow and achieve their business goals. 🚀

  • Understand the Rule of 3 and 10: Recognize that scaling requires adapting systems and processes at each growth stage. 

Featured Quotes:

  • Nolan: “You have to connect with the person on a level that is beyond just the accounting… For a relationship to be an actual relationship, you have to have more than one person show up and want it to be a relationship.”

  • Nolan: “When people come to you to hire you for bookkeeping or tax, they’re not actually hiring you for bookkeeping or tax… What they’re actually looking for is the strategy that comes from those things.”

  • Nolan: “The customer won’t care more than you care… They’re never going to care more than you are or get more excited about the information than you do now.”

Thank you for joining us for this episode of Building the Premier Accounting Firm. If you’re ready to start your own firm or implement the strategies Nolan Bradbury shared in this episode at your current role, contact our team at 435-344-2060.

Sponsors:

Universal Accounting Center

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

 

Offers:

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.

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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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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.

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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