We explore this pivotal question for our fellow Tax Accountants: What if tax planning was the starting point in your engagement process with clients, instead of a rushed add-on service at the end of the year?

In episode 38, you will hear Part 2 of Sam’s brilliant conversation with Robyn Jacobson, the Senior Advocate of The Tax Institute. She is well known in tax training circles, having been a professional tax trainer for 23 years and a regular conference and webinar presenter. With nearly three decades in the profession, Robyn’s public practice background preceded her training roles with Webb Martin, her own business, Cyntax, and TaxBanter.

In this episode, you will hear Part 1 of Sam’s brilliant conversation with Robyn Jacobson, the Senior Advocate of The Tax Institute. She is well known in tax training circles, having been a professional tax trainer for 23 years and a regular conference and webinar presenter. With nearly three decades in the profession, Robyn’s public practice background preceded her training roles with Webb Martin, her own business, Cyntax, and TaxBanter.

In this episode, we’re talking about efficiency loops and the habits you can set up around efficiency in what you do every day. These include the conversations that you have, how you set up your day, the decisions that you make throughout the day, the rest that’s required for efficiency, and also knowing your ‘efficiency magic’.

Sam explores part 1 of being the In Demand Accountant, which is all about mastering our craft. This involves getting clear on what you do and why you're doing it, which you may not have done recently and is a powerful activity.

Sam has a brilliant conversation with Bruce Coombes, the CEO of QuickFee. This is a very uncertain time but it's also a time of great opportunity for accountants and business advisors to really serve their clients. The value and power of conversation with your clients right now is so important, but you also need to get paid.

Sam explains why it’s so powerful and important to reimagine these conversations, carve out time and space to really listen to ourselves, as well as some of the reasons accountants, advisors and professional services experts don’t do this.

Sam shares practical tips for you to be able to get to know your clients better so you can better serve them and how to make them feel safe so that they will come to you sooner rather than later when there are problems to address.