“Proactive Accountant” is a catch-cry for many firms
but find out what that really means

Recently I have engaged in an interesting experiment – I listed on several accounting LinkedIn Groups the questions “What is a Proactive Accountant?” – it wasn’t too scientific, but interesting none-the-less.
 
With only one exception all the 26 responses fell into one of two categories. Either:

  1. proactive accountants are those who contacts their client more than once a year
  2. proactive accountants are those who undertake marketing and update their internal systems and procedures regularly

Unfortunately, the focus of both these approaches is not about their clients; it is not about building trusted relationships and providing practical, relevant advice.
These answers are accountants protecting their patch, making sure they survive to see another day – ONLY 4% were focusing on anticipating client needs – YOUR NEEDS!
And as the sample was only based on accountants proactive enough to respond in a LinkedIn discussion, it is probably much lower in the actual everyday accounting population.

Where did the servant/leadership, coaching/mentoring aspects go?

Consider your own accountants’ way of working with you…

  • Are they “pushing” information to you more than listening?
  • Are they open to co-training or co-coaching or mentoring you and your business?
  • Do they make it a point of investing in junior staff training?

Now, I understand that running a practice is not cheap, in fact the training alone needed to stay current with legislative changes requires a massive committment. So I am certainly not advocating accounting becomes a charity, or work and knowledge is done for free. BUT it would be good to see a shift away from this introspective compliance driven approach to a more long-sighted interactive focus on business growth and personal wealth accumulation.
proactive accountant image
 
Help your accountants be more proactive by using these questions to lead them into considering ways your business can grow.

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Extract more value from the relationship with your accountant… Download this today!

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