I've faced scrutiny for my inclination towards utmost transparency in detailing my methods and procedures—a departure from the conventional perception that accountants merely peddle knowledge. As I've advanced in my professional journey, I've come to realize that many peers provide similar services. The true distinguishing factor lies in the quality of the customer experience.

 

It's vital not to retreat from revealing the intricacies of your processes, provided you exude confidence in the outstanding customer experience you deliver. In fact, openly sharing your methodologies can serve as a showcase of your expertise, fostering trust with clients. By accentuating the distinctive value embedded in your approach and the positive results it yields, you carve out a niche for yourself amidst the competition.

 

What you'll hear in this episode:

[0:50] I express a high level of transparency regarding my processes and procedures

[3:06] The rationale behind my openness in sharing processes and procedures

[6:05] Significance of service, experience, and personalization in shaping your offers

 

If you like this episode, check out:

Why I Give Away My SOPs

Building Systems Based on Problems

Business Boredom - Does it Need Fixing?

 

Want to learn more so you can earn more?

Text me the word DAILY to get tips each weekday to get you into a CEO mindset! 

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

 

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.