Firm Differentiation Depends Upon Client Service | Accounting ARC

Raising the bar on client service doesn’t mean sacrificing all your time.

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Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation

Technology has changed how firms operate, but relationships—and setting clear expectations—remain central to client satisfaction.

In a recent episode of Accounting ARC, co-hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, tackled a pressing issue: how the accounting profession can evolve to deliver better client service in the digital age.

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“Client service is the number one reason we hear clients are looking for a new CPA firm,” says Mason, founder and CEO of High Rock Accounting. “We need to get back to the roots of our profession—deep relationships and great communication.”

Posted on April 17, 2025

Center for Accounting Transformation

About the Author

The Center for Accounting Transformation offers tax, accounting, audit, and finance professionals with a framework for:

leveraging innovations that are ready for adoption,
the training and resources necessary to apply the innovations, and
an opportunity to engage the talent and community needed in further pursuit of innovative accounting practices
that drive responsible and mindful business performance.

C4T, at improvetheworld.net, was founded by Donny Shimamoto, now the organization's Inspiration Architect.

The Center:

Provides actionable tools, know-how, and a safe space for the cultivation of new ideas.
Seeks to inspire innovation in the profession as a force for meaningful transformation.
Creates a community that supports all subscribers on a path toward a better future. And,
Changes the face of the profession.

The Center is not here to convince people to change, but rather to empower those who seek an alternative to the status quo. As such, they offer subscribers an opportunity to enable transformation to help them understand organizational scalability through effective leadership. This includes resources and services that extend beyond “just CPE,” and pathways to certification in a variety of areas in the accounting profession.

Click here for more by Center for Accounting Transformation

Sponsored by “TurboCharge Your Profits: How to Thrive in the New Economy,” by Frank Stitely, CPA, CVA – See Today’s Special Offer

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