1 min readThe Next Conversation
by Guy Gage | March 4, 2019 | Business
This is unfortunate because it only reinforces your clients’ perspective that most of what you do is produce compliance widgets; that you’re some sort of assembly line doing the same thing day in and day out.
Or are you?
While in your mind you may not be assembling widgets, you may be producing a customized form of widget. You use unique client data and insert it in standardized forms in order to satisfy a requirement. Stated that way, it sounds like you’re producing widgets, customized as they are.
It’s more than that.
But what if those documents were the beginning of the engagement rather than the end? What if you used them to set up the next conversation with your clients about your observations and insights? What if they elicited further conversations with them where you could discuss their goals and aspirations?
Once you enter the domain of conversation, you create value for them that no robot, technology or other AI could offer—exactly where you want to be. This advisory role is too important to overlook. Your clients get valuable insight, your firm retains a valued client and you enjoy challenging and rewarding work.
Now, here’s what is likely to happen. You’re going to read this common-sense article. And you’re going to basically agree with this common-sense article. Then you’re going to go back to your common practice of just getting things out and not even think about the next conversation. Hmm.
Read Related Blogs:
Ownership Changes Everything
In many CPA firms, “accountability” is treated as the gold standard of performance. But in reality, accountability is reactive because it shows up after something has already gone wrong. Responsibility, on the other hand, is proactive. It’s the difference between...
High Performance Isn’t Talent – It’s Leadership
A high-performance (HP) culture doesn’t happen by accident. It develops when enough people consistently demonstrate a high-performance mindset, take the right actions, and produce strong results - until that standard simply becomes “how we do things.” Bringing...
Stop Managing Problems. Start Amplifying Excellence
What if the key to growing your firm faster isn’t fixing what’s broken, but investing more in what’s already working? A well-known McKinsey study found that high performers can be up to eight times more productive than their peers. That’s not just a statistic - it’s...

