brp-036 diane garner

Better Relationship Podcast Episode #036

Communication Increases Success with Diane Gardner

Show Notes: (by R. Pumphrey)

Diane Gardner, Your Tax Coach,  shares how forming good communication skills within your team, with clients and with your spouse paves the way to greater success. As a tax coach and tax accountant, Diane offers her clients  real-time strategies for effectively working with your team to improve your business environment as well as your client’s experience. 

Diane’s Bio

  • Diane is an expert tax coach specializing in helping entrepreneurs dodge the tax bullet.
  • She is a best-selling author and Quilly award winner.
  • Diane is also the co-author of the best-selling books, ‘Stand Apart’ and ‘Why Didn’t My CPA Tell Me That?’, as well as three others.
  • Diane is the creator of the nationwide ‘Get off the Wheel’ virtual mastermind and coaching program.
  • She also leads the ‘Business Breakthrough’ mastermind group in her hometown in Ohio.
  • Diane is very active in her community, church and local Chambers of Commerce.
  • She enjoys spending time with her husband, Mike, daughter and grandson.

She Gets to be a Superhero

  • A regular accountant prepare your taxes. Diane’s service as a tax coach offer her clients a master strategy from day one.
  • Her service includes outlining an initial plan with her clients to save them from $5K-$50K.
  • Diane meets with her clients throughout the year to keep projections on track.
  • Diane’s team works with her to make it appear like an ‘effortless dance’ to her clients.
  • Diane does the practical implementation for her clients once the plan is defined.

On Being The Entre-Spouse

  • Mike, Diane’s husband, does not work with her in the business but he is amazingly supportive.
  • They had frequent conversations pre-marriage so Mike knew up front about the demands of Diane being an entrepreneur.
  • Diane believes that Mike’s support has been essential to her business growth.
  • Mike always encourages and supports Diane, so she doesn’t have to feel guilty during the busy tax season.
  • Diane admits she can be ‘off to the races’ about some decisions so Mike is a good balance for her.

Her Advice to Struggling Entre-Spouses

  • Make sure you are on the same page about work ethic early on.
  • Discuss how you plan to spend and invest money.
  • Know the direction you are headed together as a couple and stay true to those goals.
  • Be intentional about communicating with your spouse before making big money decisions.
  • Be intentional about spending time with each other, away from business, after spike seasons.
  • Be willing to totally unplug and rejuvenate with your spouse.

Working with Non-Entrepreneur Spouses

  • Diane wishes that a psychology class was part of the accounting curriculum in college!
  • In her work, Diane meets people and families with very different perspectives on money.
  • So many times, the non-client spouse generally doesn’t have a good idea of what’s going on in the business.
  • Diane has couples define what they are going to do with their tax savings.
  • She tries to get definitive with them so she can get buy-in with both spouses.

Navigating Team Relationships

  • Diane is deeply committed to their weekly staff meeting.
  • Her team sends out a team-wide morning email each day, which includes one thing they’re thankful for and acts as a coordination strategy.
  • Diane is willing to have ‘heart to heart’ talks about employees complementing each other’s strengths and weaknesses.
  • Appreciating each other and having good communication lowers stress and encourages collaboration between coworkers.
  • Her rule is ‘no complaining during tax season’.
  • During busy times, employees write down their gripes for a post-tax season debriefing.
  • Diane focuses on client appreciation, including an annual event, to create a good working relationship.

What is Her Superpower?

  • Diane has a wealth of patience in dealing with clients. In fact, her business just continues to grow because of the client experience.

 

Where You Can Find Diane

 

Susie’s website:         www.susiemiller.com

Susie’s book:             www.listenlearnlovebook.com