“Nobody knows what we're really doing, and so if we wanna increase the value of what we deliver, we've gotta break down those barriers to understanding and find ways to make the information meaningful and relevant to what they're trying to accomplish.”
-Geni Whitehouse

In part one of a two-part series, Geni Whitehouse, founder of The Impactful Advisor, shares her journey from tax and tech to transforming how accountants and bookkeepers connect with clients.

In this interview, you’ll learn..

Why simple language builds stronger client connections
The power of asking, ‘Where do you go to see if your business is on track?’
Shifting focus from showing expertise to empowering clients

Plus much more!

To learn more about Geni, click here.

Connect with her on LinkedIn.

Time Stamp

01:09 - Geni’s journey from CPA to tech & training
02:48 - Realizes tax work didn’t help clients the way she wanted
04:36 - Using humor to make accounting concepts clear & engaging
05:45 - Focusing on advisory, helping accountants ask better questions
06:04 - Advisory work with wineries — helping owners understand numbers
09:33 - Shift from proving knowledge to empowering clients
14:01 - Simple, clear language builds value
19:23 - Key question: “Where do you go to see if your business is on track?”
21:00 - SCOPE method to guide client conversations
24:42 - Find each client’s true “why” to deliver real value
27:13 - Small changes (like one more bottle sold) can drive big impact

EP484: Geni Whitehouse - The Secret To Making Clients Feel Smart & Seen - Part 1

The Successful Bookkeeper Podcast