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Making Tough Concepts Click for Clients and Teams

by Rob Valdez
Jan 06, 2025
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Teaching Techniques for Accountants

 

Accounting often feels like a sea of numbers and jargon. Confusion can leave clients overwhelmed and make junior team members ineffective. This disconnect slows down progress and creates frustration on all sides.

One solution? Embrace your inner teacher.

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By teaching your team members and your clients the same concepts, you create a common language and framework for tackling problems and reaching goals. 

Want to increase cash flow, gross margins, or work towards a sale of the business?  Break down concepts into relatable, practical examples—like comparing cash flow management to refueling a car. Using humor and metaphors, you can turn confusion into clarity.

This informs clients to make better decisions and also empowers team collaboration and confidence for driving client discussions. And an empowered team delivers more value for the clients--and ultimately the firm.

Are you ready to teach and inspire? Think big and start small.

In your next meeting, explain a key concept creatively and relate it to a specific client. Later guide the client through the same concept with the team and use the teaching moment to transform the conversation.

Then let me know how it goes!

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