Geni Whitehouse: Conquering Client Chaos

CPA Trendlines Podcasts

With Seth Fineberg
for CPA Trendlines
Genie Whitehouse, CPA.CITP, the "Countess of Communication" for Brotemarkle, Davis & Co., LLP (BDCo), says you must meet your clients where they are and understand their personalities to better communicate with them. Doing so, she says, will provide the ultimate value for your clients.
In this episode, Whitehouse discusses strategies for improving client communication and efficiency in tax preparation, emphasizing the importance of productivity tools, workflows, and shared files. Whitehouse highlights the need to tailor communication methods to meet client preferences and leverage new tools and technologies to provide interactive and insightful financial information. She also explores the crucial role of communication in tax consulting and accounting, emphasizing the need for empathy, understanding, and adaptability in addressing clients' needs.
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