Meet Geni!
In this conversation, Geni Whitehouse shares her insights on the evolving role of accountants, emphasizing the importance of communication, understanding client needs, and adapting to cultural differences. She discusses her experiences in the wine industry and how they have shaped her approach to client interactions.
Geni highlights the need for accountants to focus on effectiveness over efficiency, the significance of training in communication skills, and the impact of technology on the profession. She also offers advice for new accountants and reflects on the future of the accounting industry.
Takeaways
- Communication is key in accounting to serve clients better.
- Understanding cultural differences can enhance client interactions.
- Lessons from the wine industry can inform better client service.
- Accountants need to focus on effectiveness, not just efficiency.
- Training in communication is essential for accountants.
- Bookkeepers play a crucial role in client success.
- Technology should be used to automate mundane tasks, freeing up time for valuable interactions.
- The future of accounting relies on adapting to client expectations and technology.
- Accountants should strive to make their clients feel smarter.
Sound Bites
"We need to automate the crappy stuff."
"We have to train them and educate them."
"Don't be afraid to ask dumb questions."
Chapters
00:00 Introduction to Geni Whitehouse and Her Mission
02:47 The Importance of Communication in Accounting
05:39 Cultural Differences and Client Interactions
08:40 Lessons from the Wine Industry
11:29 The Shift in Accounting Practices
14:18 The Role of Bookkeepers in Client Success
17:16 The Need for Effective Communication Skills
20:02 Training and Development in Accounting
23:04 Finding the Right People for Client Engagement
25:48 Empowering Accountants to Communicate Effectively
27:46 Rethinking People Management in Accounting
30:43 The Challenge of Attracting New Talent
32:45 Embracing Technology in Accounting
43:50 Advice for Aspiring Accountants and Personal Insights
Connect with Geni: LinkedIn personal - https://www.linkedin.com/in/evenanerd/
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