The Human Touch: Using Technology to Maintain Real Client Relationships
Accountants have long had a reputation as being somewhat reclusive, perhaps even seen as professional hermits, because of the nature of many of the traditional services they provided.
As the uber-connected technophile that Adrian is, he’s never really “away” from work, since he has access to most of his work programs and data from anywhere using LogMeIn remote access on his iPad or laptop. This makes it easier to get out and actually have these face-to-face meetings with clients and see how they are using their bookkeeping and other systems in their businesses.
While his interest in technology has been largely self-inspired and self-taught, his business savvy is most certainly a family trait, since not only is he following in the footsteps of his father, but one of his brothers is also a CPA, although in the government sector. Adrian graduated with a degree in business administration from Loyola in 1999, and then completing an MBA in 2000.
His adaptation of various mobile tools also allows him to get out of the office more often for recreation, including ski trips to Vermont and Pennsylvania, as well as scuba diving with friends in Florida. While most of his recreational dives are less than 60 feet, he has had the opportunity to go as deep as 90 to 100 feet with some instructor friends.
At other times, Adrian can be found hiking and pursuing a photographic hobby or reading and enjoying the history of the town of Laurel. He enjoys philosophy and theology, and is a Sunday school teacher at St. Mary of the Mills Catholic Church.
Adrian is certainly a new breed of professional, with one foot firmly planted in the advances of technology and the other on the bedrock of forming real relationships with his clients. While it’s a shame that the “human touch” is somewhat of a novelty in the modern age, it’s refreshing that at least one young tax and accounting professional is focused on bringing it back.
Infobox
- Adrian G. Simmons, CPA - Manager
- Firm: David G. Simmons, CPA
- www.simmons-cpa.com
- Laurel, MD
- Productivity Score: 279
- Practice Specialties: Individual & Business Taxation; Wealth Advisory, Technology Consulting
- Education: BBA, Loyola; MBA, Loyola
- Professional Associations: AICPA, Maryland Society of Accountants Scholarship Foundation Trustee; MSA Technology Committee; Columnist for MSA Newsletter
- Most Recent Conference: AICPA PS TECH+, Las Vegas
Social Networking:
- A full list of Adrian's social media "handles" is at www.AdrianGSimmons.com.
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