Episode 37 - Geni Whitehouse - The Evolving Role of Accountants from the mouth of a trailblazer

Protea Conversations by Zane Stevens

Episode notes

Meet Geni!

In this conversation, Geni Whitehouse shares her insights on the evolving role of accountants, emphasizing the importance of communication, understanding client needs, and adapting to cultural differences. She discusses her experiences in the wine industry and how they have shaped her approach to client interactions.

Geni highlights the need for accountants to focus on effectiveness over efficiency, the significance of training in communication skills, and the impact of technology on the profession. She also offers advice for new accountants and reflects on the future of the accounting industry.

Takeaways

- Communication is key in accounting to serve clients better.

- Understanding cultural differences can enhance client interactions.

- Lessons from the wine industry can inform better client se ... 

 ...  Read more
Keywords
LeadershipEntrepreneurAccountingBookkeepingQuickbooksQBOAccounting TechnologyAccounting IndustryCFO