Don't Lose Focus on Your Clients While Automating

Andy North interviews Geni Whitehouse

While more firms are adopting automation, are they also at risk of losing connection with their clients?

Automation is becoming the norm in many accounting firms. Even so, the human element cannot be overlooked.  AccountingWEB's Andy North sat down with the accountant, keynote speaker, and all round accounting legend Geni Whitehouse to find out why.

As you'll see in the interview, it's important to get into the shoes of the client.  Accountants are guilty of "naval gazing" and need to stop focusing on the data they have in the accounting software. The real gold simply doesn't show up in QuickBooks or any one application.

As Geni puts it, "Focus on those you're trying to help.  Sit down with them and find out where they need support - it's not just about you!"

About Andy North

Andy North

Andy has been part of AccountingWEB since 2001 - initially running the UK operation until he moved to the US in 2015 to take over  

Currently residing in Boston, Massachusetts, Andy takes an active interest in how the accounting practice world is changing and evolving on both sides of the Atlantic, and regularly consults with vendors to help them build engagement with the profession.



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