The Transition from Compliance to Becoming Trusted Advisors - Accounting Influencers Podcast

Episode 54

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Published on:

12th Feb 2024

What Links Compliance to Advisory for Accountants?

Rob Brown interviews Geni Whitehouse, an accountant turned speaker, author, and trainer who helps CPAs make the transition from compliance work to becoming trusted advisors for their clients.

They discuss why technology hasn't replaced accountants, the importance of communication skills for advisors, asking insightful questions, and overcoming the resistance many accountants have to expanding their services.

Geni emphasizes that the future of the accounting profession depends on building deeper relationships with clients by uncovering their goals and turning financial data into meaningful insights.

Key Takeaways:

  • Technology like AI will augment the work of accountants, not replace them. Accountants will be freed up to focus on more strategic insights.
  • Communication skills, especially listening, are critical for advisors. Asking thoughtful questions is key to understanding client needs.
  • Advisors don't impose solutions. They collaborate with clients to develop custom strategies based on their goals.
  • Accountants have invaluable financial knowledge but need to learn to convey it visually for clients.
  • Firms need to help accountants find time for learning and collaboration to expand their advisory skills.

"Technology, is going to be the final liberating force in our lives that allows us to do the stuff that we really want to do."

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering: https://accountinginfluencers.com/events. Great to build your personal brand and make valuable industry connections in return for a small donation to charity.

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Thanks to our sponsors:

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If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel

https://bit.ly/AI-youtube

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About the Podcast

Accounting Influencers Podcast
Host Rob Brown shows accounting professionals and leaders how to be more influential, grow their personal brand and be more authoritative, relevant and high profile in their roles..
The Accounting Influencers Podcast, hosted by Rob Brown, is a must-listen for accounting professionals looking to strengthen their leadership presence, stay informed on disruptive forces in accounting and build credibility within their firms. Geared toward firm leaders, managers, partners and influencers, the show covers key topics like career development, influence, personal branding and interpreting the evolving trends impacting the accounting world. Rob brings his expertise to each episode, offering insights and guidance on how to grow your personal brand and stay strategically important in a rapidly changing profession. Whether you're aiming to influence within your firm or expand your reputation outside of it, this international podcast offers practical advice and forward-thinking insights that will keep you informed and prepared for the future.
Accounting leadership
Executive presence for accountants
Building influence in accounting
Accounting industry trends
Personal branding for accountants
Accounting firm strategy
Accounting business models
Leadership in accounting firms
Talent management in accounting
Authority in accounting profession
Career development for accountants
Accounting firm growth strategies
Influencers in accounting
Accounting firm management
Disruptive forces in accounting
Accounting leadership strategies
Accounting career success
Accounting firm decision-makers
Accounting business trends
Building credibility in accounting

About your host

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Rob Brown

Rob Brown hosts the multiple accounting podcast and chair conferences, panels and events globally for the accounting and fintech profession. He is co-founder of Accounting Influencers Roundtable (AIR) which helps vendors, experts and influencers serve the accounting and finance world. He is a dynamic speaker and accomplished expert on trust, reputation, employer brand, talent, career development, succession, gen z/generations, employee advocacy and executive presence. Rob is author of the bestselling book Build Your Reputation (Wiley) and his TEDx talk ‘The Personal Brand of You’ has been viewed 400,000 times on YouTube. He is a stroke survivor, has epilepsy, is a committed Christian and has a black belt in kickboxing. He is based in Nottingham UK, home of Robin Hood, plays chess and backgammon, loves orange chocolate and is allergic to grapefruit.