Inspiring Quotes from Leaders in the Accounting Industry

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    Iheonu Nkechi Gloria 2 years ago

    THE BEST TIME TO BE ALIVE

    “This is the first time in human history that we’ve been able to consistently gain access to the financial information we need to confidently provide forward-looking, proactive metrics. It is the best time for an accountant to be alive.” – Joe Woodard, CEO, Woodard Companies.

    Woodard believes that embracing technology can help accounting firms overcome barriers to growth (such as revenue ceilings) by providing improved collaboration, innovation and automation.

    OMNISCIENCE NOT REQUIRED

    “The most trusted advisor doesn’t have to have all of the answers. The most trusted advisor has to become that partner who thinks about the client’s business and finds solutions — some of which you provide and others you partner with others for.” – Doug Sleeter, founder, The Sleeter Group.

    Sleeter says that being a trusted advisor is about being proactive and strategic with clients — helping them understand financial data that’s as close to real-time as possible in order to plan for a successful future.

    YOU HAVE WHAT CLIENTS NEED

    “Accounting is just a tool to get to what clients really need: advice on all affairs directly and indirectly related to financial.” – Marc Rosenberg, president, The Rosenberg Associates consultant and author, Strategic Planning and Goal-Setting for Results.

    Rosenberg says discipline, accountability and management can help firms move beyond strategic planning and actually become trusted advisors.

    IT’S OK TO BE VULNERABLE

    “One of the ironies is that we spend all of this time as accountants and consultants trying to show people how smart we are and how trustworthy we are. But one of the most trust-creating things we can say is, ‘I don’t know.’ ” – Charles H. Green, CEO, Trusted Advisor Associates.

    Green recommends that accountants spend more time employing strategies that build trust and less time trying to convey expertise to clients and prospects.

    CHANGE WILL BRING GOOD

    “It can be necessary and good to evolve your strategies, products, services and even resources in order to achieve bigger, better or sustainable goals.” – Brian Hamilton, chairman and co-founder, Sageworks.

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