📕 Author of ‘Moving to Dubai’ 🇬🇧 UK & 🇦🇪 UAE tax pro 🧮 Accountant to the rich & famous…Jokes! I’ll take anyone 🤭 🤖 Founder of DAC - helping accountants embrace AI ✍️ Get my daily emails ⬇️
A few unconventional things I’m currently doing in my accounting firm: 1. Saying goodbye to clients that no longer align with our values, no longer serve the business and no longer make sense to keep. 2. Closing our doors to new clients. While I wait to onboard new staff, it’s soz to prospects. 3. Having calls and meetings with existing clients and asking for BRUTAL feedback on how we can be better. No fluff, only hardcore truths. Because if you’re not trying to get better, loads of your clients will think you’re ‘ok’. And I don’t want to be in the ‘ok’ camp. I want to be the best. I want our existing clients to see the value in using Smooth Accounting and shout about how great we are. So I’m gonna keep being unconventional until everything’s running how it should be. ✌️
Some great ideas here Jeri Williams FCA 🐪 Let me know if you’d like that walk through of EOS as I believe it will really help you, as it helped Steve Sharp at Nuvo to grow
I'm doing 1 & 2 ✅️ I'm not asking 3 🤣 I already have a long list 🙈 I'm working on it though 👍 My brutal conversations tend to be me giving homework to clients on what they need to do 😁 Thankfully they love my direct approach 😇
Totally agree! Only move forward if you take a min to reset
If its the right decision for you, your team and ultimately the clients right now, then thats what works!
Asking for brutal feedback is a very under rated tool in terms of growing your business. It makes me wonder if people are scared about what people might actually say
And this is where you make headwind for your business . Pushing boundaries allows for growth
Love this, Jeri. Quality over quantity is a brave but necessary call sometimes... especially when scaling sustainably. Brutal feedback sessions show real leadership. Hats off for doing what most avoid.
📕 Author of ‘Moving to Dubai’ 🇬🇧 UK & 🇦🇪 UAE tax pro 🧮 Accountant to the rich & famous…Jokes! I’ll take anyone 🤭 🤖 Founder of DAC - helping accountants embrace AI ✍️ Get my daily emails ⬇️
17hBig changes coming up and I’m excited