Why Your Client Relationships Are Failing: The Emotional Connection You Need скачать в хорошем качестве

Why Your Client Relationships Are Failing: The Emotional Connection You Need

Are your client interactions purely transactional? 📉 Most accounting firms only reach out when there's a problem, a bill, or a tax deadline. This creates a negative association with your brand. In this episode of Building the Premier Accounting Firm, host Roger Knecht sits down with David Wachs, founder of Handwrytten, to discuss how to break this cycle and build a luxury client experience. David shares his journey from selling a tech company to launching a service that uses robots to scale the "lost art" of the handwritten note. Discover why in a world of overflowing inboxes and AI spam, a physical card is the "durable" marketing asset that stays on a client's desk for months—or even years. In this episode, you will learn: ✅️ The Emotional Gap: Why most client touchpoints are negative (paying bills/taxes) and how to change that dynamic. ✅️ Commodity vs. Luxury: How personalized notes can help you justify premium pricing and move away from hourly billing. ✅️ The "Durable" Impression: Why a physical card outlasts an email by remaining visible in the client's home or office. ✅️ Automating Personalization: How to use technology to scale gratitude without sacrificing authenticity. ✅️ Business Lessons: David shares his personal experience switching from cash to accrual accounting to prepare for a business exit About the Guest: David Wachs is a serial entrepreneur and the founder of Handwrytten, the leading provider of scalable robotic handwriting solutions. A regular contributor to Inc. Magazine and featured in the Washington Post and Wall Street Journal, David is an expert on merging technology with personal connection 00:00 – Intro: Building a Premier Accounting Firm 01:42 – David Wachs: From Tech Exits to Handwriting Robots 04:38 – The "Uncanny Valley": How Robots Mimic Human Writing 08:54 – Prospecting vs. Retention: The Best Use Cases for Notes 10:52 – The "Negative Interaction" Trap in Accounting 12:12 – The Piano Tuner Case Study: Durability of Physical Mail 15:22 – Why Direct Mail Beats Expensive "Gimmicks" 20:13 – Justifying Premium Pricing with Luxury Touches 27:30 – Business Lesson: Why Cash to Accrual Matters for Exits 34:41 – Closing Thoughts & Exclusive Offer Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Use signup code PODCAST for $20 in automated handwritten notes https://www.handwrytten.com Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals. This is the proven process to start and build the premier accounting firm in your...