Episode 19: Setting your staff, clients and firm up for success (Renovate Part 3)
In this episode, Sam continues the series based around the Renovate Program, which is all about helping create space in our firms and getting super efficient at what we do every day. These sessions are all around the job processes for End of Year work, which still takes up about 85% of our work, so it's this area that accountants need to get super focused on.
If you haven’t yet listened to Episode 16, about the overall workflow, Episode 17 about the first stage, and Episode 18 about the second stage, then do so before you listen to this episode.
In this episode, Sam covers the third stage of the workflow. Sam explains what the helicopter review is and why you need it, as well as what you need to cover in the job debrief meeting that you need to have. She also covers the opportunity meetings and importance of reframing our conversations with our clients.
Listen to a snippet
What we cover in this episode
Review of stage 1 and 2
What the helicopter review is and why you need one
What you need to cover in the job debrief meeting
The innovative mindset that you need in this stage
The benefits fo doing the debrief meeting with the whole team
The biggest block that most accountants face with workflow
Why you should have a client exit opportunity meeting
The importance and purpose of reframing our conversations with clients
Questions you can ask your clients in this process
Some thoughts around proactive invoicing
Quotes
“[The Helicopter review is] a high level holistic review of the current financial statements and also starting to think about what we might be able to do with this client going forward. the mindset that we're trying to get and work with in this particular stage is innovative. So how can we make this client's life better?”
“Remember, one of the things that we're always looking for is how can we bring work forward so we’re not having these mad rushes in December and in May and June.”
“Even if the budget is not 100% right, which it isn’t going to be, even if we can get these budgets at least 70% right, it really will help us with the decision making when we start looking at resource planning before we get ready for the next tax year.”
“It's really about beginning to reframe the conversation about what has been done and what can be done. So it's setting the client up for success going forward.”
“What we’re looking for here are more like vitamins: the opportunities we might have looked at are stuff that they need for their overall health, whether it's to protect them more, to make them more comfortable in their compliance, make their data cleaner. So they're not painkillers, because they actually might not know that they're in pain. They're more like vitamins that we take to get a little healthier.”
Links
Agenda for the Job Debrief Meeting - DOWNLOAD COMING SOON
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