How to personalize your clients' experiences while using accounting automation (Heather Smith)

Accounting Flow is a podcast deep dive into accounting firm workflow & processes. Each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA and Shahram Zarshenas.

Imagine a world where your computer does most of the work, from sending emails to organizing data. Sounds great, right? But here's the catch – how do you make sure your clients still feel special and not just like another task on your checklist? Heather Smith, author of multiple Cloud Accounting books and host of Cloud Stories Podcast, is here to share some thoughtful insights.

In this episode, you'll discover:

• Simple ways to make automated messages feel warm and personal.
• Easy tips for understanding what your clients need, even when you're not talking face to face.
• How to keep real, human conversation a key part of your client relationships, no matter how much technology you use.

This conversation is for you if you're all about making your clients feel valued and not just part of the process. Whether you're deep into your accounting career or just starting to use more tech in your work, join Roman and Heather for a conversation full of insights, laughter, and practical advice.

Follow us on:

LinkedIn: https://www.linkedin.com/company/financial-cents/
Facebook: https://www.facebook.com/FinancialCents
X: https://x.com/_FinancialCents
YouTube: https://www.youtube.com/@financial-cents

Chapters

• 0:00 Balancing tech and personalized client experiences in accounting
• 3:09 AI and human interaction in accounting
• 8:56 Automation, advisory services, and client experience in accounting.
• 14:28 Personalized communication for clients in financial services
• 21:35 Managing one-off requests in workflow management systems
• 26:30 Personalizing client experiences through technology and human touch