Accounting Influencers

Rob Brown interviews Geni Whitehouse, an accountant turned speaker, author, and trainer who helps CPAs make the transition from compliance work to becoming trusted advisors for their clients.They discuss why technology hasn't replaced accountants, the importance of communication skills for advisors, asking insightful questions, and overcoming the resistance many accountants have to expanding their services.Geni emphasizes that the future of the accounting profession depends on building deeper relationships with clients by uncovering their goals and turning financial data into meaningful insights.Key Takeaways:Technology like AI will augment the work of accountants, not replace them. Accountants will be freed up to focus on more strategic insights.Communication skills, especially listening, are critical for advisors. Asking thoughtful questions is key to understanding client needs.Advisors don't impose solutions. They collaborate with clients to develop custom strategies based on their goals.Accountants have i