EPISODE · Sep 19, 2024 · 27 MIN
Exactly What to Say to Accountants
from Unofficial QuickBooks Accountants Podcast · host Alicia Katz Pollock, MAT
Hector and Alicia dive into the transformative power of language in accounting practice management. Drawing inspiration from Phil M. Jones' book "Exactly What to Say," they explore key phrases and communication strategies that can significantly improve client relationships, pricing discussions, and overall business growth. Through real-world examples and practical applications, this episode offers valuable insights for accountants looking to enhance their persuasion skills and communication effectiveness.SponsorsZoho Expense - https://uqb.promo/zohoexpenseMelio - https://uqb.promo/meliointerVal - https://uqb.promo/intervalSend your Questions/Comments (we could read/answer them on air) [email protected] to buy Exactly What to Sayhttps://amzn.to/47xZzobLinks/Apps Mentioned in this episode:Links/Apps Mentioned in this episode:Hector’s Reframe Conference - https://www.reframe2024.com/Hector's App - RightTool www.righttool.appAlicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastAlicia’s QuickBooks Ledger Course - http://royl.ws/ledgerIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:48) - Exactly What to Say to Accountants (02:04) - Alicia's Experience with the Book (03:56) - Implementing the Book's Principles (07:27) - Key Principles from the Book (13:26) - Practical Applications and Examples (19:07) - Alicia's Email Example (26:08) - Wrapping Up and Final Thoughts
What this episode covers
Hector and Alicia dive into the transformative power of language in accounting practice management. Drawing inspiration from Phil M. Jones' book "Exactly What to Say," they explore key phrases and communication strategies that can significantly improve client relationships, pricing discussions, and overall business growth. Through real-world examples and practical applications, this episode offers valuable insights for accountants looking to enhance their persuasion skills and communication effectiveness.SponsorsZoho Expense - https://uqb.promo/zohoexpenseMelio - https://uqb.promo/meliointerVal - https://uqb.promo/intervalSend your Questions/Comments (we could read/answer them on air) [email protected] to buy Exactly What to Sayhttps://amzn.to/47xZzobLinks/Apps Mentioned in this episode:Links/Apps Mentioned in this episode:Hector’s Reframe Conference - https://www.reframe2024.com/Hector's App - RightTool www.righttool.appAlicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastAlicia’s QuickBooks Ledger Course - http://royl.ws/ledgerIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:48) - Exactly What to Say to Accountants (02:04) - Alicia's Experience with the Book (03:56) - Implementing the Book's Principles (07:27) - Key Principles from the Book (13:26) - Practical Applications and Examples (19:07) - Alicia's Email Example (26:08) - Wrapping Up and Final Thoughts
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Exactly What to Say to Accountants
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