Serious CPAs “Show Up” by Taking Care of Themselves

Serious CPAs “Show Up” by Taking Care of Themselves

In today’s episode, Obed discusses the specifics mapping the client journey at your firm. You’ll hear why it’s a huge mistake to neglect your wellbeing. You’ll see how building a career that works for you is the easiest way to bring something different and...
CPA’s and Mapping the Client Journey

CPA’s and Mapping the Client Journey

In today’s episode, Obed discusses the specifics mapping the client journey at your firm. You’ll hear why it’s a huge mistake to forget about the client journey and the big steps in the journey that most firms miss. You’ll see how, mapping the client...
First things First – Your Client Experience Vision

First things First – Your Client Experience Vision

In today’s episode, Obed discusses the specifics of creating your client experience vision and how that vision simplifies every decision in your firm, career or organization. You’ll hear the exact vision Obed uses and how that’s benefited his firm, career...
What the Heck is CX

What the Heck is CX

In today’s episode, Obed discusses how client experience has been defined for accountants and how it’s different from customer service. You’ll learn the five key foundations for building the perfect client experience at your firm and who should be...
Client Experience: The New Secret Sauce in Finance

Client Experience: The New Secret Sauce in Finance

In today’s episode, Obed discusses why one of the best parts of accounting is focusing on client experience. The episode covers how the change in consumer behavior has impacted client expectations and employee engagement. He highlights the cost of poor CX and...