In this episode, Zane Stevens discusses the benefits and drawbacks of using a tax provider for bookkeeping services. He explores the potential benefits, such as streamlined communication, consistent understanding of financials, convenience, integrated services, and cost savings. However, he also highlights the potential conflicts of interest, lack of specialization, reduced checks and balances, dependency and…
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This week, the conversation focuses on service delivery in the accounting industry, AGAIN! Zane shares his thoughts and insights based on a post he made on LinkedIn about clients’ poor service delivery. The main areas of focus that contribute to poor service delivery are taking on too much work, not staying up to date with…
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In this episode, Zane Stevens discusses the importance of communication in the service delivery and wine industry. He explores how to improve communication both internally within teams and externally with clients. Zane highlights the need for effective communication to ensure that everyone is on the same page and understands each other. He also mentions the…
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The conversation focuses on the importance of communication and customer service in the accounting industry. The host highlights the disconnect between what accounting firms offer and what clients perceive they are receiving. The lack of clear communication leads to frustration and dissatisfaction. Zane emphasizes the need for improved communication from the initial phone call to…
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Things got a little weird! In this episode, Zane Stevens discusses various topics he considered for the show, including the poor state of the economy, global pricing overruns, people overselling and underdelivering, lack of service delivery in the accounting industry, and the importance of effective communication. However, he decides to take a different approach and…
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In this episode, Zane Stevens discusses the implementation of three new technologies at Protea Financial: Guru Reach Reporting, and Karbon Client Tasks. Guru is an internal intranet system that consolidates important company documents, training information, and standard operating procedures. Reach Reporting has improved the quality of management reporting to clients and increased client engagement. Karbon…
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