Practice Management Tech Trends

From Serving Clients to Leading Clients to Success

Written by Doug Sleeter

To thrive in your role as the most trusted advisor as an accounting professional, you must cement yourLeading Clients to Success relationship as a partner for success with each client.

It’s not enough to provide compliance services and reactive services for clients as needed. You must go beyond providing what clients need to providing what they want. Even when clients don’t specifically ask for what they want, your success depends on how well you proactively engage each client to become a partner in their success — not just a servant for their needs.

Doug Sleeter will deliver the General Session Keynote, The Next Frontier in Accounting Technology, at Accountex 2016.

There are many ways you can partner for success, but nearly all of them involve taking a leadership role with each client. And when it comes to selecting technology solutions, your role is critical. Even if you don’t consider yourself to be a techie, the role of the accountant should not be absent from each client’s technology solution selections.

Your Clients WANT You to LEAD Them

Entrepreneurs go into business, for the most part, to pursue something they’re uniquely good at, passionate about, or simply love doing. Only a very tiny percentage of them want to have direct involvement in designing, implementing, and operating their business processes. That is, their accounting, ecommerce, point of sale, payroll, accounts receivable, accounts payable, expense management, procurement, estimating, costing, and tax solutions. It makes complete sense, but it’s also scary that all those businesses don’t have some of the most basic functions of a successful business. That is, without someone like you.

If you put yourself in a leadership role to help find the technology and business process solutions that fit their needs, you can deepen your relationship and value-add for each client.

But how do you do that? You can start by digging deeply into your clients’ business processes, and identifying opportunities for improvement.

You’ll find hundreds of potential solutions out there but the key challenge is finding the right match between client needs and vendor solutions.

There is nobody on earth who is more capable of evaluating and advising clients on the right solutions for their business than YOU.

Provide Inspired Advice to Your Clients

However, in order for you to provide inspired advice, you’ll need to dig deep into each solution and understand how it will — or won’t — work for each client.

Evaluate: Look at each of the products/solutions. Look for product differences as well as their similarities. Sometimes the checkboxes can fool us, so your job is to discover the whole story. Watch the complete product demo and take notes on the areas you want to investigate further. Resist the intoxicating effect that a great demo can have. Remember that demos are designed to show you the BEST features of the product, and most likely they will never show you the missing features. That’s YOUR job to discover.

Beware of brochureware. Brochures are great for giving you an overview of the features and benefits of a product, but brochures will never help you discover what the product does NOT do, or what doesn’t work well.

Testing and stress testing: Get a test account and data set that allows you to work through all of the use cases your client will encounter. Stress test that software with large data sets to verify performance as well as usability. Consider the whole business when evaluating chunks. Consider the digital plumbing between the chunks, and make sure data flows correctly. Scrutinize the usability of the product and consider the training ramifications before recommending. What process/staffing change will this solution require?

Talk directly with the people behind the product.

  • Without good people, products fail, period.
  • But with good people, great things happen. Just remember what happened when Steve Jobs came back to Apple.
  • Great people make great products and treat their employees and customers well.

You are “hiring” these people to help you lead your clients to better success. So interview them carefully.

It’s All About Trust

As I noted in my most recent article, the paradigm of “Trusted Advisor” is changing, along with the technologies and business processes, and it all comes back to the word Trust. Without trust, nothing else works.

When your clients trust you, they will:

  • Implement your recommendations
  • Refer you more business
  • Pay you more, and pay you faster
  • Forgive mistakes
  • Treat you like a partner as opposed to a trusted servant/vendor.

Your clients will trust you only so long as you remain relevant and contribute to their success. And trust must be continually re-earned with your clients — especially in the new world of Internet marketing.

Ask yourself whether your clients want you to serve them or lead them to greater success. I believe your clients desperately want you to lead them — and if you don’t, they may turn to someone else who will. Of course, to effectively lead your clients, you must constantly retool your knowledge and processes or risk becoming irrelevant and out of touch.

Only the Paranoid Survive

I highly recommend Only the Paranoid Survive, by Andy Grove, the former CEO of Intel, published in 1999 long before GOOGLE, but the lessons are timeless and extremely relevant to what’s happening today in the accounting profession.

In this book, Andy discusses how business success contains the seeds of its own destruction, and how a “Strategic Inflection Point” is a point in the life of a business when its fundamentals are about to change. But he also says you can be the SUBJECT of a strategic inflection point or the CAUSE of one.

He also talks about disruption and “Career Inflection Points” that are caused by a change in the environment. These disruptions do not distinguish between the qualities (or ABILITY) of the people they dislodge, but they are inevitable, just like changes in the weather.

He also talks about how he was always on the lookout for “10X changes” in technology that exerted tremendous force for change in markets. Examples are sound coming to movies, or the semiconductor revolutionizing the computer industry. These concepts apply today more than ever.

One of the most important lessons from this book is that if you don’t disrupt yourself, someone else will.

About the author

Doug Sleeter

DougSleeter (@dougsleeter) is the founder and former CEO of The Sleeter Group, an international network of accounting software consultants, and the former producer of SleeterCon, an annual conference and tradeshow for accounting professionals.

In 2015, he sold The Sleeter Group to Diversified Communications ( and the company has since become The Accountex Network.

He is a passionate leader of innovation and change in the small business accounting technology world. As a CPA firm veteran and former Apple Computer Evangelist, he melded his two great passions (accounting and technology) to guide developers in the innovation of new products and to educate and lead accounting professionals who serve small businesses.

Always in search of the next big thing, he is currently focusing on digital currencies and blockchain technology. He believes these technologies will change virtually everything in global commerce.

The CPA Practice Advisor recognized Doug as one of the "Top 25 Thought Leaders" in the accounting profession and he has been named to Accounting Today's "Top 100 Most Influential People in Accounting" each year 2008 through 2015. In 2013, he was recognized by Small Business Trends with the Small Business Influence Champion award.

In the early 1990s, Doug was a pioneer in developing the first QuickBooks seminars in the country and has since built the largest group of accounting software consultants in the small business accounting profession. Doug serves on several advisory boards for technology companies and has consulted with numerous industry leaders including Intuit, Sage, Apple, and Adobe Systems. 

Doug is the author of numerous books and courseware materials including The QuickBooks Consultant’s Reference Guide, and QuickBooks Complete, a college textbook.
Doug attended both the University of California Santa Cruz and Santa Clara University and holds a Bachelor of Arts degree in Computer Information Systems. Doug and his family live in Pleasanton, CA. Doug's hobbies include woodworking, golf, and lifelong learning.

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