{"id":134073,"date":"2024-11-30t10:00:47","date_gmt":"2024-11-30t15:00:47","guid":{"rendered":"\/\/www.g005e.com\/?p=134073"},"modified":"2024-12-01t13:55:12","modified_gmt":"2024-12-01t18:55:12","slug":"tom-wheelwright-if-its-not-fun-rethink-client-service-accounting-influencers","status":"publish","type":"post","link":"\/\/www.g005e.com\/2024\/11\/30\/tom-wheelwright-if-its-not-fun-rethink-client-service-accounting-influencers\/","title":{"rendered":"tom wheelwright: if it&#8217;s not fun, rethink client service | accounting influencers"},"content":{"rendered":"<p><strong>&#8220;good accountants focus on tasks, but great ones focus on outcomes.&#8221; <\/strong><\/p>\n<div style=\"padding: 56.25% 0 0 0; position: relative;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" title=\"tom wheelwright: if it's not fun, rethink client service\" src=\"https:\/\/player.vimeo.com\/video\/1021192175?h=bb5b85f6fd&amp;autoplay=1&amp;&amp;muted=1&amp;loop=1&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_selres_start\">?<\/span><\/iframe><\/div>\n<h6 style=\"text-align: center;\">subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere:\u00a0<a class=\"external\" href=\"https:\/\/cpa.click\/apple-podcasts\" target=\"_blank\" rel=\"noopener\">apple<\/a>,\u00a0<a class=\"external\" href=\"https:\/\/cpa.click\/podcasts-youtube\" target=\"_blank\" rel=\"noopener\">google\/youtube<\/a>,\u00a0<a class=\"external\" href=\"https:\/\/cpa.click\/spotify\" target=\"_blank\" rel=\"noopener\">spotify<\/a>,\u00a0<a class=\"external\" href=\"https:\/\/cpa.click\/iheart-podcasts\" target=\"_blank\" rel=\"noopener\">iheart<\/a>,\u00a0<a class=\"external\" href=\"https:\/\/cpa.click\/deezer\" target=\"_blank\" rel=\"noopener\">deezer,<\/a>\u00a0<a class=\"external\" href=\"https:\/\/cpa.click\/amazon-podcasts\" target=\"_blank\" rel=\"noopener\">amazon music, audible<\/a>,\u00a0<a class=\"external\" href=\"https:\/\/cpa.click\/playerfm-podcasts\" target=\"_blank\" rel=\"noopener\">player fm<\/a>,\u00a0<a class=\"external\" href=\"https:\/\/cpa.click\/audacy\" target=\"_blank\" rel=\"noopener\">audacy,<\/a>\u00a0<a class=\"external\" href=\"https:\/\/cpatrendlines.podomatic.com\/rss2.xml\" target=\"_blank\" rel=\"noopener\">rss<\/a>.<\/h6>\n<p><strong>accounting influencers<br \/>\n<\/strong><em>with rob brown<\/em><\/p>\n<div>\n<p>wealthability founder and veteran cpa tom wheelwright dives into the essential strategies for client-centric service and relationship-building in accounting. hosted by rob brown, this episode explores how accountants can elevate their client relationships, optimize billing practices, and bring joy back into their work.<\/p>\n<\/div>\n<blockquote>\n<div><strong>more<\/strong>\u00a0<a style=\"background-color: #ffffff;\" href=\"\/\/www.g005e.com\/author\/rob-browncpatrendlines-com\/\">accounting influencers with rob brown here<\/a><\/div>\n<\/blockquote>\n<div>\n<div class=\"_linecontent_158wm_25\">\n<p>in an industry where billing by the hour is typical, wheelwright advocates for a shift to flat, value-based pricing. this, he explains, allows accountants to focus on delivering value without clients worrying about the ticking clock.&#8221;when clients know upfront what they\u2019ll pay, it removes financial surprises and puts the focus on service, not cost,&#8221; wheelwright says. &#8220;our clients need to know we\u2019re there to solve their challenges without worrying about extra charges.&#8221;<\/p>\n<\/div>\n<p><!--more--><\/p>\n<p>wheelwright advises accountants to make their service model clear and transparent, focusing on tangible outcomes that clients can measure.<\/p>\n<p>wheelwright\u2019s entrepreneurial roots are central to his approach, especially his belief in the power of accounting to transform clients\u2019 lives and businesses. growing up in a family of entrepreneurs, wheelwright says he was inspired to serve those who, like him, dreamed of building something meaningful. &#8220;entrepreneurs bring life to the economy,&#8221; he shares. &#8220;accountants should see themselves as profit centers \u2013 creating real value that clients can see and benefit from.&#8221;<\/p>\n<p>for wheelwright, this means partnering with clients not only as accountants but also as business advisors focused on growth.<\/p>\n<p>according to wheelwright, truly exceptional accountants don\u2019t just crunch numbers; they ask the right questions to get to the heart of their clients\u2019 needs. this approach, he says, allows accountants to understand the &#8220;why&#8221; behind their clients&#8217; goals and deliver solutions that align with their business vision.<\/p>\n<p>&#8220;our job is to get clients thinking beyond the numbers to the goals behind them,&#8221; wheelwright advises. &#8220;when you focus on outcomes rather than outputs, you start delivering something clients value deeply.&#8221;<\/p>\n<p>in an era when accounting has become increasingly transactional, wheelwright believes that accountants should bring fun and enjoyment back into their practices by building authentic relationships with clients. this shift helps accountants go from mere service providers to trusted advisors.<\/p>\n<p>&#8220;if it\u2019s not fun, maybe it\u2019s time to rethink how we approach client service,&#8221; wheelwright says. &#8220;when we have real relationships, our work is not just rewarding but enjoyable.&#8221;<\/p>\n<p>wheelwright highlights that creating lasting client partnerships allows accountants to differentiate themselves in a crowded market, turning service into a memorable and valuable experience.<\/p>\n<\/div>\n<div><strong>5 key takeaways:<\/strong><\/div>\n<ol>\n<li><span data-slate-node=\"text\"><span class=\"_base_158wm_54\" data-slate-leaf=\"true\">focus on tax planning, not just tax compliance. of course, compliance is essential, but planning can help clients reduce their tax liability and save money.<\/span><\/span><\/li>\n<li><span data-slate-node=\"text\"><span class=\"_base_158wm_54\" data-slate-leaf=\"true\">develop a niche. specializing in a particular industry or type of client can help differentiate your firm from competitors and attract more clients.<\/span><\/span><\/li>\n<li><span data-slate-node=\"text\"><span class=\"_base_158wm_54\" data-slate-leaf=\"true\">offer value-added services. consider offering services such as financial planning or business consulting to provide additional value to clients and increase revenue for your firm.<\/span><\/span><\/li>\n<li><span data-slate-node=\"text\"><span class=\"_base_158wm_54\" data-slate-leaf=\"true\">build a strong team. hire and train top talent, including tax professionals, financial planners, and legal experts, to provide comprehensive services and ensure client satisfaction.<\/span><\/span><\/li>\n<li><span data-slate-node=\"text\"><span class=\"_base_158wm_54\" data-slate-leaf=\"true\">leverage technology. use technology such as automation and cloud-based software to streamline processes and improve efficiency, ultimately reducing costs and improving profitability.<\/span><\/span><\/li>\n<li><span data-slate-node=\"text\"><span class=\"_base_158wm_54\" data-slate-leaf=\"true\">invest in marketing. develop a strong brand and marketing strategy to increase visibility and attract more clients to your firm.<\/span><\/span><\/li>\n<li class=\"_linecontainer_158wm_11\" data-slate-node=\"element\" data-slate-fragment=\"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\">\n<div class=\"_linecontent_158wm_25\"><span data-slate-node=\"text\"><span class=\"_base_158wm_54\" data-slate-leaf=\"true\">continuously educate yourself and your team. stay current on changes in tax laws and regulations and industry trends to provide the best possible service to clients and stay ahead of competitors.<\/span><\/span><\/div>\n<\/li>\n<\/ol>\n<div>\n<ol>\n<li style=\"list-style-type: none;\"><em><em><strong>more about tom wheelwright, cpa<\/strong><\/em><\/em>\n<p><figure id=\"attachment_134074\" class=\"thumbnail wp-caption alignright\" style=\"width: 202px\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-134074 size-full\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2024\/10\/tom-wheelright.jpg\" alt=\"\" width=\"202\" height=\"270\" \/><figcaption class=\"caption wp-caption-text\">wheelwright<\/figcaption><\/figure><\/li>\n<\/ol>\n<\/div>\n<div style=\"padding-left: 40px;\">\n<p><em>tom wheelwright is a cpa, entrepreneur, and internationally recognized speaker with tax and wealth management expertise. as the ceo of wealthability\u00ae and a rich dad advisor, he has helped thousands of entrepreneurs, small business owners, and investors achieve their financial goals. <\/em><\/p>\n<p><em>he is the bestselling author of \u201ctax-free wealth\u201d and \u201cthe win-win wealth strategy,\u201d which outlines seven government investments to help individuals build wealth while reducing taxes. wheelwright is a trusted cpa for robert kiyosaki, author of \u201crich dad poor dad,\u201d and has spoken on stages across the globe. he also hosts two successful podcasts, the wealthability\u00ae show with tom wheelwright, cpa, and the wealthability\u00ae for cpas show. <\/em><\/p>\n<p><em>wheelwright&#8217;s mission is to help people achieve their financial dreams by legally and permanently reducing their taxes. he is a regular contributor to entrepreneur magazine. his work has been featured in prominent media outlets such as forbes, the wall street journal, the washington post, fox and friends, marketplace \/ npr, and abc news radio.<\/em><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p><strong>&#8220;good accountants focus on tasks, but great ones focus on outcomes.&#8221;<\/strong><br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-134077\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2024\/10\/tom-wheelwright_-if-its-not-fun-rethink-client-service-low.gif\" alt=\"\" width=\"250\" height=\"141\" \/><br \/>\n<strong>accounting influencers<br \/>\n<\/strong><em>with rob brown<\/em><\/p>\n","protected":false},"author":5491,"featured_media":134077,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[4263,1905,1362,2734,3002,2764,3139],"tags":[4591,4733,700,4590,4732],"class_list":["post-134073","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-accounting-influencers","category-clients-and-service","category-featured-video","category-podcast","category-special","category-video","category-wealth","tag-accounting-influencers","tag-building-wealth","tag-client-service","tag-rob-brown","tag-tom-wheelwright"],"acf":[],"yoast_head":"<!-- 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