Knowing them is just the start.
By Gary Bolinger
You know a lot about your business clients. As a result of the compliance work you do – tax and financial reporting projects – you do know a lot about your clients. You know about profit and loss. You know about payroll. Certainly, you have some knowledge about vendors and customers, at least from a financial perspective. You have seen marketing budgets, cost of sales and know what occupancy costs are. All of that is good.
MORE: Why Accountants Fail at Consulting | Advisory vs. Low-Value Clients | What + Who Leads Firms to Better Service | How Accountants Are Profiting in Disruption | Ask the Right Question(s) | Seven Elements of Engagement for CPAs | True Advisory Work Isn’t Just Consulting
Exclusively for PRO Members. Log in here or upgrade to PRO today.
But do you understand your clients? Do you understand your clients in ways that can give you the kind of insight that is needed to indeed be a most trusted advisor? In fact, to be the most valued advisor?
TO READ THE FULL ARTICLE
