The accounting profession has been moving from transactional to advisory work. Advisory work is based on relationships and an ongoing dialogue. The pandemic has forced many firms into a remote environment. The implicit trust of a face-to-face interaction is gone. So how do you rebuild or reproduce that trust - something that is key to a relationship - in a remote environment? Can it be done? And if so, how do you best execute?
Join Javier Goldin, Managing Partner at the Goldin Group, LLC, for this enlightening discussion on the elements of engendering trust. In this webinar you will learn:
• How important are face to face relationships for an accounting firm?
• What are the important elements of a relationship in a remote environment?
• How to engender trust with prospective client in a remote environment
• How to maintain an environment of trust with ongoing clients
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10 Pragmatic Guidelines to Inspire Trust in Your Accounting Firm During COVID Times
1.
2.
3.
4.
5. 1. Identify Type of Service provided
Transactional/Compliance
vs Advisory?
What are you committed
to?
6. 2. Develop a Remote Protocol
• It should include items such as;
• Dress Code
• Lighting
• Background staging
• Summary of action Points
7. 3. Sharpen your technology platform
• These are the tools you
use to communicate
• Are you versed in
multiple systems?
• Do you have all the
tools requires, zoom,
team, ring central,
skype, etc.?
8. 4. Set up meetings of various lengths
• Meeting length depends on
nature of engagement and
topic to be discussed not to
exceed 50 minutes
9. 5. Continue to Improve
Your Services
Quality is still the most important factor
10. 6. Get
Feedbback from
your clients on
satifaction
Regular surveys are
essential to gauge
client’s feedback and
adapt accordingly
