In this episode of Life In Accounting: The Where Accountants Go podcast, we speak with Roderick Robeson, CPA, who shares how his unique customer service style guides him and drives success in his business.
Advice Given and Advice Received
Roderick has both received and given some great advice along his career journey. Some of our favorites from this podcast episode include:
– When selecting a position and company (employer), give great consideration towards the culture and find one that will complement your own personality and workstyle.
– Apply for positions with the Big Four. The experience that you gain is invaluable.
– Learn everywhere you go.
– Always be on the lookout for best practices.
Creating a Practice
Creating a practice provides a unique opportunity to implement the best practices you’ve learned over time. With these in mind, you will want to begin by making a plan. Planning is obviously a crucial part of starting any business if it is ultimately going to be successful. Creating revenue quickly was specifically a priority for Roderick when starting his practice (as it is for many entrepreneurs), so one of his top priorities was developing his client base.
One of the customer service secrets he shares in this episode is that he treats all his customers the way he would treat his Dad, and he also endeavors to make them feel as if they were his only customer. Another tip is to craft a client journey map. Please make sure you listen to his explanation behind this recommendation. It’s truly very forward thinking.
Roderick’s approach to customer service has served him well. He benefits from a having a very high percentage of those clients continue to return year-after-year for ongoing services. He’s definitely doing well on the journey of building a practice that both serves his clients exceptionally well, in addition to providing the lifestyle he ultimately is looking for down the road.
Other podcasts mentioned today: Sarah Elliott, CPA, ACC – Daring to Dream
To listen in on this interview with Roderick Robeson, please use the player below:
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