Tina McGill: How to Create Lasting Client Impact | The Disruptors episode artwork

EPISODE · Feb 18, 2025 · 1H 10M

Tina McGill: How to Create Lasting Client Impact | The Disruptors

from CPA Trendlines Podcasts · host CPA Trendlines

Meet your clients where they are.The DisruptorsWith Liz FarrWhen Tina McGill, founder of MMAS CPA, transitioned from working as an assistant CFO at a university to public accounting, she first noticed “how segmented we were from the client experience.” She was delivering the data the partners told her needed to be delivered, “But the client didn't necessarily understand what I was delivering.” For seven years, in her conversations with clients, she followed the “checklist of what I'm supposed to give you.” While she felt good about achieving what she was supposed to do, she realized that she "wasn't creating meaningful impact.” MORE PODCASTS and VIDEOS: Stefan van Duyvendijk: Develop Operational Mindset | Steve Evans: Why Traditional Hiring Methods Fail | Roger Knecht: Can You Be an Accountrepreneur? | Beth Whitworth: Focus on Outcomes Not Hours | Mike Sylvester: Learn to Say No | Salim Omar: Identify Your Client's $100,000 Problem | Jackie Meyer: Earn More with Fewer Clients | Jack Fleherty: Don't Be a 'Yes' Person | Greg Adams: From Finance to Storytelling | The Disruptors | Jody Padar: Make Radical Changes Now If You Want to Be Relevant in 2030 | Rebecca Driscoll: Amplify Reach By Helping Other Firm Owners | Rory Henry: Create the Return on Relationships | Mike Maksymiw: Be the Leader You Wish You Had | Terrell Turner: Build a Solid Business Showing Up as Yourself | Kelly Mann: Be the Bull in the China Shop | Alicia Katz Pollock: Create A Human-Centric Business |  Nancy McClelland: Be the One Your Clients Ask First |Alan Whitman: Stop Accepting the Status Quo | Sean Duncan: Discover Your Own Genius | Ingrid Edstrom: True Wealth Is Not Financial |That insight inspired her to start her advisory journey to provide clients with the information they need for success. “What business owners are really looking for are actionable insights,” says McGill. She points out that, as accountants, “there's so much value that we can bring to the table with these numbers and analytics and data, but we're not providing it in a way that's efficient and effective for them to make decisions.”  

Meet your clients where they are.The DisruptorsWith Liz FarrWhen Tina McGill, founder of MMAS CPA, transitioned from working as an assistant CFO at a university to public accounting, she first noticed “how segmented we were from the client experience.” She was delivering the data the partners told her needed to be delivered, “But the client didn't necessarily understand what I was delivering.” For seven years, in her conversations with clients, she followed the “checklist of what I'm supposed to give you.” While she felt good about achieving what she was supposed to do, she realized that she "wasn't creating meaningful impact.” MORE PODCASTS and VIDEOS: Stefan van Duyvendijk: Develop Operational Mindset | Steve Evans: Why Traditional Hiring Methods Fail | Roger Knecht: Can You Be an Accountrepreneur? | Beth Whitworth: Focus on Outcomes Not Hours | Mike Sylvester: Learn to Say No | Salim Omar: Identify Your Client's $100,000 Problem | Jackie Meyer: Earn More with Fewer Clients | Jack Fleherty: Don't Be a 'Yes' Person | Greg Adams: From Finance to Storytelling | The Disruptors | Jody Padar: Make Radical Changes Now If You Want to Be Relevant in 2030 | Rebecca Driscoll: Amplify Reach By Helping Other Firm Owners | Rory Henry: Create the Return on Relationships | Mike Maksymiw: Be the Leader You Wish You Had | Terrell Turner: Build a Solid Business Showing Up as Yourself | Kelly Mann: Be the Bull in the China Shop | Alicia Katz Pollock: Create A Human-Centric Business |  Nancy McClelland: Be the One Your Clients Ask First |Alan Whitman: Stop Accepting the Status Quo | Sean Duncan: Discover Your Own Genius | Ingrid Edstrom: True Wealth Is Not Financial |That insight inspired her to start her advisory journey to provide clients with the information they need for success. “What business owners are really looking for are actionable insights,” says McGill. She points out that, as accountants, “there's so much value that we can bring to the table with these numbers and analytics and data, but we're not providing it in a way that's efficient and effective for them to make decisions.”

NOW PLAYING

Tina McGill: How to Create Lasting Client Impact | The Disruptors

0:00 1:10:30

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

French Your Way Jessica: Native French teacher founder of French Your Way Boost your French listening skills and test your comprehension with this one of a kind series of podcasts. Get the chance to listen to a real conversation between native speakers talking at normal speed AND customise your learning experience through carefully designed sets of questions (2 levels of difficulty) available for download at www.frenchvoicespodcast.com. All interviews also come with the transcript. French teacher Jessica interviews native speakers of French from around the world who share a bit of their life and passion. Where else would you meet in one same place a French yoga teacher based in Melbourne, a soap manufacturer from Provence, or a couple cycling around the world? The Lee Olsen Show Lee Olsen CJF I want to help you improve all areas of your life by 3 types of podcasts!👉Blood, Sweat & Blessings-Interviews of normal people that have achieved BIG things!👉Series!!! For Love of the Horse- Brad Jackman DVM & Lee Olsen CJF, how to help your horse!👉Business Tips- Proven Life Changing Business Strategies with Lee Olsen Accidental Accountant Regan Williams Hi, I'm Regan! I'm a CPA of 30+ years helping "accidental accountants" navigate tax & accounting issues with confidence! Here, we find solutions to common challenges bookkeepers, accountants and CPAs face. Don't see an answer to your question? Then ask! I'm here to help people like you. 🎙️Truth and Testimony the Broadcast Ray Gauthier & Adrian Scott This Podcast discusses and teaches the word of God. You will hear about world news and how it relates to bible prophecy. You will also hear interviews and testimonies from men and women of God who have devoted their lives to serving Yeshua (Jesus). Hosted by Ray Gauthier and Adrian Scott. These two long term broadcast colleagues have joined forces once again to provide you the highest quality in broadcast excellence, all for the glory of Yahweh: the God of all creation!You can see most of the podcasts uploaded here at our Youtube Channel.https://www.youtube.com/@truthandtestimonythebroadcast

Frequently Asked Questions

How long is this episode of CPA Trendlines Podcasts?

This episode is 1 hour and 10 minutes long.

When was this CPA Trendlines Podcasts episode published?

This episode was published on February 18, 2025.

What is this episode about?

Meet your clients where they are.The DisruptorsWith Liz FarrWhen Tina McGill, founder of MMAS CPA, transitioned from working as an assistant CFO at a university to public accounting, she first noticed “how segmented we were from the client...

Can I download this CPA Trendlines Podcasts episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!