Posts tagged ‘CPA’

Yesterday, I went to see a prospective client who was on the verge of a major meltdown.

Here’s my Twitter post:

When I arrived, we immediately got to work on her issues.

She’s frustrated about a lot of things, her rent, her payroll, her staff, her (well-overdue) financials from another ‘accountant’…

We sat for about two (2) hours as I gave her strategies she needs to use, actions she needs to take RIGHT NOW and a summarized 6-12 month plan she can adopt to save her businesses, herself and her sanity!

Every time I go to visit a prospect who calls me for accounting services, I transform into a coach, a consultant, a strategist, a psychologist, a master teacher.

My friends, You are not an accountant!

Accountants are employees… you know those persons working in large corporations [ like we used to do! ]or smaller ones working behind the scenes doing the number-crunching.

If you’re running your own business you are EVERYTHING to your client and You are also the Expert.

If you remember this, you will attract a boatload of clients, Why?

Because you are genuinely interested in THEIR business and most importantly the effect the business has on the quality of their lives.

My client (Yes! I have assumed we will be contracted as I have a 97% success rate in getting clients! I share with you why in another post.) told me yesterday that she was broke and she’s been juggling money between the 4 bank accounts she has set up – all for different purposes, none of which have been reconciled in years; she has never taken inventory in the 6 years of being open….

I gave her 2 immediate tasks to do before today, 2 that will save her about $16,500 per month. She was extremely pleased!

You can see how important your role is as a coach, a consultant, a strategist, a psychologist, a master teacher to your clients, no?

What are your thoughts? Share them below.