EP431: Hector Garcia - Innovate & Create: Building Client Confidence - Part 2

The Successful Bookkeeper Podcast

“All of a sudden, the customers no longer perceive us as valuable because we failed to reframe the value that we created. The accountant and the bookkeeper’s job should be giving the business owner confidence in their number.” -Hector Garcia

For as long as we define our value by our skills alone, we will have to bear the threat of replacement. If all we are communicating to our clients is the completion of tasks that could just as easily be automated, we cannot be surprised that automation seems like a better option.

AI is here to stay. If we don’t want to be replaced by it, we have to start reframing what it is our clients are actually paying for. We need to move away from charging for the completion of tasks, towards charging for the relationships and insights we create and offer.

Computers aren’t going to steal our jobs, they are going to enhance them by freeing up more of our time to give clients more personal and meaningful services than just fixing their numbers.

Hector Garcia, a popular YouTuber and CPA, is this episode’s featured guest. In this second half of a two-part series, Michael and Hector discuss the value of doing things differently, and how to build client confidence and stay ahead of the curve.

If you are struggling to innovate, not sure how to get creative with your business or build client confidence, then this is the episode to get you thinking about how to leverage AI rather than be afraid of it.

During this interview, you'll learn...

• The value of doing things differently
• How to stay ahead of the curve
• The importance of building client confidence

To find out more about Hector, click here. Connect with him on LinkedIn, YouTube or X. Learn more about Hector's Reframe 2024 and Right Tool App. Click here to listen to Part 1 of this series. Time Stamps 01:34 - Doing things differently 06:04 - Building client confidence 10:14 - Getting ahead of the curve 19:38 - Can’t find the right tool? Build it! 27:17 - Getting started with AI