Elements Leading to Successful Client Advisory Services

Recently we had the opportunity to speak with a firm, Consero Global Solutions, about their success in client advisory services and the Austin, Tex.-based company shared some key takeaways. Observations about Clients 1) ?Most businesses are not equipped to handle complex accounting and bookkeeping work on their own,? said Bill Klein, president of Concero Global Solutions, noting that some professional accounting firms aren?t interested in building out the infrastructure for clients, either. 2) Some clients are willing to leave their current firm due to lack of access to technology. When an accounting firm makes the process too manual, such as requiring clients to physically sign payroll checks and refer only to printed financial documents, simply demonstrating a more productive workflow can win a new client. What You Need to Succeed ?Operating within an end-to-end digital workflow, Consero continues to improve operations across the board and build an impressive client list,? Klein said. He stressed the importance of finding the right technology and standardizing the firm?s platform to achieve productivity improvements for both his business and his clients. Take a Timeout for Your Own Planning 1) When was the last time you asked your clients, or key clients you would like...

Source: http://www.cpa.com/2014/10/elements-leading-to-successful-client-advisory-services.html

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