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From Onboarding to Excellence: Feedback Strategies for Accountants and Bookkeepers
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Ever wondered how crucial feedback can pivot your accounting practice towards excellence? Discover the untapped potential of feedback and continuous improvement in our latest episode of Accountants 2.0. You'll walk away with actionable strategies to gather and integrate feedback at every stage of the client relationship, from post-sale to onboarding. Ted and Steve discuss innovative methods like sentiment analysis and varied feedback collection techniques to ensure you gain valuable insights without overwhelming your clients or team. Learn how to strike the perfect balance between gathering essential feedback and avoiding feedback fatigue, so you can elevate both personal and organizational growth.
Team dynamics and communication play a pivotal role in effective feedback mechanisms, and we break this down for you, whether you're in a small team or a larger organization. Steve and Ted explore how open discussions within smaller teams can foster a collaborative environment, while larger teams benefit from structured communication through executive meetings and departmental town halls. The episode also tackles the challenge of using anonymous surveys in close-knit teams and the potential pitfalls of role-based comments. Join us for a deep dive into practical advice and proven strategies to enhance your feedback and communication processes, making your accounting or bookkeeping practice more resilient and client-focused.
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Chapters
1. Feedback and Improvement in Organizations (00:00:00)
2. Communication and Feedback in Team Meetings (00:08:50)
15 episodes
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