5 Things New Clients Wish Their Accountant Did Differently
You worked hard to land that client. Here’s how to make sure they stay.
Every week, Michelle hears the same thing from new clients: “My last accountant never reached out. Not once between filings.” Every time, she thinks about how easy it would have been to keep that person.
Accounting has a long history of being formal, transactional—file the return, send the invoice, disappear until next year. That’s not how Michelle runs her firm, and it’s not what your clients actually need.
This session covers the five things clients tell her once they feel comfortable enough to say it out loud. Not theory but the actual moments where trust either builds or breaks.
Register free
Who Is This For
About the speaker
Michelle Arnason is a CPA and founder of Arnason Accounting & Co., a corporate bookkeeping, tax, and fractional CFO firm based in Airdrie, Alberta, serving Canadian small businesses. She led an intermediate workflows session at Accountex Canada in 2025 and is known for building client experiences that are clear, human, and repeatable.
Michelle is also the co-founder of Build the Firm Co., launching in June 2026. Build the Firm Co. is a education and consulting company for accounting firm owners, offering courses and hands on implementation support to help them build firms that actually work the way they want them to.