Exactly What to Say to Accountants

Unofficial QuickBooks Accountants Podcast

Hector and Alicia dive into the transformative power of language in accounting practice management. Drawing inspiration from Phil M. Jones' book "Exactly What to Say," they explore key phrases and communication strategies that can significantly improve client relationships, pricing discussions, and overall business growth. Through real-world examples and practical applications, this episode offers valuable insights for accountants looking to enhance their persuasion skills and communication effectiveness.

Alicia and Hector explore recent changes in QuickBooks Online that they've been musing on. From subtle interface updates to new document importing features, they discuss the implications of Intuit's broader rebranding efforts and speculate on future developments. They also share valuable tips on mobile document scanning and highlight upcoming accounting conferences.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Melio - https://uqb.promo/melio
interVal - https://uqb.promo/interval

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Where to buy

Exactly What to Say
https://amzn.to/47xZzob

Links/Apps Mentioned in this episode:

• Links/Apps Mentioned in this episode:
  • Hector’s Reframe Conference - https://www.reframe2024.com/
  • Hector's App - RightTool www.righttool.app
  • Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
  • Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
  • Intuit Connect Conference www.quickbooksconnect.com
  • Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
  • The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
  • QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

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• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (00:48) - Exactly What to Say to Accountants
• (02:04) - Alicia's Experience with the Book
• (03:56) - Implementing the Book's Principles
• (09:07) - Key Principles from the Book
• (17:02) - Practical Applications and Examples
• (24:15) - Alicia's Email Example
• (31:16) - Wrapping Up and Final Thoughts