Deeper Weekend 2014

Episode 80

Managing Client Expectations with Guest Clayton Oates

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Show Notes:

In Episode 80, Jason Blumer and Greg Kyte consider what it takes to meet and exceed client expectations. They get into a discussion about scope creep and scope seep, what that means for teams and clients, and how to delight clients while still managing scope. Clayton Oates of QA Business joins them with further insights on serving clients.


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Mentioned in the Show
Become a Thriveal Member!
Canopy Tax
Free Guide by Jason Blumer
Monthly Thriveal Intro Call
Thriveal Facebook Live videos
Join the Thriveal Incubator!
6 Tips To Managing Client Expectations
Clayton Oates

Send your questions to [email protected] for Jason Blumer to answer on Facebook Live each Monday at 2pm ET!


Audio Engineering by: Aaron Dowd

Produced by: Jennifer Blumer

Contact us:

twitter: @jasonmblumer @gregkyte @thrivealcpas
email: [email protected], [email protected]
Instagram: @thrivealcpas @gregkyte

This month’s guest: Clayton Oates

Clayton will inspire you!

This (Ex) Accountant is living proof of how you can combine Accounting & Technology to dramatically transform your life by helping others.

During the past 25 years, Clayton and his team at QA Business have educated more than 20,000 small business owners, operators, accountants, bookkeepers and consultants in utilizing technology to buy back precious time from their businesses. Clayton now devotes his time and energy in helping educate other Advisors around the world on how they can be the Difference Maker for their clients.

Clayton is a passionate and engaging communicator and you are going to love what he has to share in this podcast.

(Clayton is also a recognised Top 25 Thought Leader in Accounting Technology by CPA Practice Advisor)

Listen at: Stitcher

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