I've faced scrutiny for my inclination towards utmost transparency in detailing my methods and procedures—a departure from the conventional perception that accountants merely peddle knowledge. As I've advanced in my professional journey, I've come to realize that many peers provide similar services. The true distinguishing factor lies in the quality of the customer experience.
It's vital not to retreat from revealing the intricacies of your processes, provided you exude confidence in the outstanding customer experience you deliver. In fact, openly sharing your methodologies can serve as a showcase of your expertise, fostering trust with clients. By accentuating the distinctive value embedded in your approach and the positive results it yields, you carve out a niche for yourself amidst the competition.
What you'll hear in this episode:
[0:50] I express a high level of transparency regarding my processes and procedures
[3:06] The rationale behind my openness in sharing processes and procedures
[6:05] Significance of service, experience, and personalization in shaping your offers
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The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.