Name: In The Slipstream – Episode#10
Artist: Brenton Ward & Scott Charlton
Album Artist: Brenton Ward & Scott Charlton
Grouping: In the Slipstream Podcast – Value Added Accounting Services
DESCRIPTION SUMMARY OF PODCAST
Brenton Ward and Scott Charlton talk about the Accounting industry and how making Value Added Accounting Services part of the way you are doing business is good for you and your clients.
1. Value Added Service and how to define, package and deliver to clients.
2. Secret Sauce and how to distinguish your firm from competitors.
3. Providing a better client experience.
HIGHLIGHT POINTS OF PODCAST
Scott and Brenton shares important Team Engagement topics and strategies with us:
o Secret Sauce
o Using software tools and business analysis
o Mentor to provide you focus
02:00 Definition of a Value Added Service and how to define, package and deliver this.
05:00 Where to start with the value added services in your firm and how to apply these services to clients at your firm.
07:00 Secret Sauce and how to distinguish your firm from your competitors and provide a better client experience.
07:00 Scott Charlton’s journey as a practitioner and how he provided value added services to his clients.
12:00 Productisation – get clear on what you are going to provide to your clients so you can deliver this efficiently and leverage with scale.
20:00 Experience with firms who are doing this really well.
RESOURCES & LINKS MENTIONED
Scott Charlton Website–
MY TOP 3 POINTS FROM THE EPISODE
- Definition of a Value Added Service and how to define, package and deliver.
- What other firms are doing with Value Added Accounting Services.
Slipstream Coaching is a team of passionate and experienced business coaches who want to help you grow your accounting, financial planning or multidisciplinary business.