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geni whitehouse: conquer client communication chaos

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with seth fineberg
卡塔尔世界杯常规比赛时间 research

geni 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.

more whitehouse: geni whitehouse: unlock your accountant super powers

in this episode of tax chat, 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.

6 more takeaways:

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it’s time for accounting to play the infinite game

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agents of transformation, the time is now.

by donny c. shimamoto, cpa, citp, cgma
center for accounting transformation

every day, i see or hear criticisms of the accounting profession: everyone is burning out, the partners are only in it to get rich, everyone is leaving the profession, and students don’t want to be accountants anymore. it wrenches my heart to hear this because i love my work. i’ve had a wonderful career that lets me help others succeed, and the broader accounting profession has opened up opportunities that i would never have dreamed possible. is accounting really on the decline? ask the pundits, and you get a resounding “yes!” 

more: harper & co. cpas: the perspective of a non-accountant is imperative | menlo innovations: improve office culture by overhauling internal reviews | dustin wheeler: for serious cas success, hire tech teams | chase birky: overcoming paralysis by analysis |

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yet, reading simon sinek’s book, the infinite game, shed some light on what the profession is doing wrong—the current leaders of the profession are playing a finite game. one of the key concepts that sinek explains in his book is that of an existential flex. he described an existential flex as something that “recreates that passion for something new at a time when the company is already enjoying success.” this is where the accounting profession is now. we’ve enjoyed decades of success, and accounting firm partners and cfos have been enjoying the riches of that success, but our profession has lost the connection to our just cause.  

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