Accounting Flow (S2E7): Can Automation Be Personal? Here’s How Heather Smith Did It!

Accounting Flow: Season 2

Balancing accounting tech and touch: How to personalize client experiences in automated accounting processes

Host: Roman Villard, CPA (Full Send Finance)
Guest: Heather Smith (host of The Accounting Apps Podcast)

Accounting Flow is a podcast deep dive into accounting firm workflow & processes. Each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA and Shahram Zarshenas.

Imagine a world where your computer does most of the work, from sending emails to organizing data. Sounds great, right? But here's the catch – how do you make sure your clients still feel special and not just like another task on your checklist? Heather Smith who offers an Accounting Apps newsletter, host of the Accounting Apps podcast, and founder of the Accounting Apps MasterMind community, is here to share some thoughtful insights.

In this episode, you'll discover:
*Simple ways to make automated messages feel warm and personal.
*Easy tips for understanding what your clients need, even when you're not talking face to face.
*How to keep real, human conversation a key part of your client relationships, no matter how much technology you use.

This chat is for you if you're all about making your clients feel valued and not just part of the process. Whether you're deep into your accounting career or just starting to use more tech in your work, join Roman and Heather for a conversation full of insights, laughter, and practical advice.

Listen and don't forget to subscribe!

Brought to you by Financial Cents

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Timestamps:

* Balancing tech and personalized client experiences in accounting. 0:00
* AI and human interaction in accounting. 3:09
* Automation, accounting advisory services, and client experience in accounting. 8:56
* Personalized communication for clients in financial services. 14:28
* Managing one-off requests in workflow management systems. 21:35
* Personalizing client experiences through technology and human touch. 26:30

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