When I plan my day, I want to make sure that I can service my clients the best possible way to help them grow their business. After all, your clients are the sum of your business. So how do you provide your clients with the best client experience? For a CPA firm to succeed, providing the best possible service to each client is arguably Job 1. The only thing better than a happy and satisfied client is a happy and satisfied client who sends a future client your way. So, what’s the catalyst? How do you make this happen, and then replicate? Demonstrate mobility? Scrutinize your operation and implement a solid accounting solution? Show sincere effort? How ‘bout all of the above? Let’s take a closer look.
Mobility matters
Clients love it when you’re able to provide them with quick and concise answers to their last minute, out of left field questions. When you’re working out of your office, suppose you’re that efficient, organized operation who cranks out answers and solutions without breaking a sweat. But what about when you’re on the road, in the field working remotely? Are you just as efficient? Do your answers and solutions come just as quickly and easily? Well, you answered ‘yes’ then that means you can access all of your client data from your phone or tablet. To do this, you need to have access to crucial real-time data that enables you to provide better informed answers. In a nutshell, you’re lean, mean, mobile machine! Your clients are waiting; they’re thanking you, wherever you are.
Engage your clients
Providing the best client experience means engaging your clients, letting them see and feel that they matter to you. Every client is important, not just another number with a history.
Provide Proactive Advice and Analysis: When you’re able to do this on a consistent basis, your client can see that you’re really looking ahead, crunching numbers, examining order history and patterns to see what’s needed. Making the extra effort to understand the environment in which your client is working means that you will move from being an easily replaceable commodity to a valued partner.
Understand Your Client’s Business: This means that you really need to know what your client is all about. Beyond the numbers. You’re able to demonstrate industry knowledge of your client’s world beyond dollars and cents. Now if your client is a professional basketball team, this doesn’t mean that you have to sport a Pistons jersey to your next meeting, but knowing a little about their history, their processes, operational tendencies and how they get things done, certainly doesn’t hurt. In short, a little reconnaissance never hurt. You’ll need a CRM (Customer Relationship Management) solution to help facilitate this. I encourage you to look at Dynamics 365 CRM. Dynamics 365 CRM makes every customer engagement an intelligent one, so you can market smarter, sell effectively and care everywhere.
An integrated solution
Being the dedicated client service professional that you are, let’s take a look at your accounting solution:
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Is it still the best fit for you and your client? Or, are you just getting by?
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Can that entry level accounting solution still handle the workload? Or, are your business’ growing pains outpacing its capabilities?
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Are your employees able to secure solid answers in real-time for your clients? Or, are they spending way too much time drilling down, searching multiple databases?
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Does your current solution promote synergy and employee collaboration? Or, does your team find themselves increasingly isolated on a data island, fishing for answers?
Why not provide your clients with an accounting solution with a robust means to optimize client interaction and the ability to make better informed decisions with real-time information.
Client experience is everything
What if your accounting solution could . . .
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Provide concise and timely answers?
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Easily absorb additional workload, accommodate for more business and alleviate your growing pains?
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Consolidate client data from all divisions, entities and regions while allowing instant drill down capabilities and pinpoint data extraction?
Take a look at Gravity Software®. Gravity is a robust mid-market accounting software written on the Microsoft Power Platform (aka Dynamics 365). With Gravity, financial data and CRM are fully integrated. So, what does this mean? How does this help improve the client relationship?
When Financials and CRM are fully integrated, you’re able to maximize every client interaction and earn their business for life by providing a more streamlined and intuitive client experience. When you’re fully integrated, you can easily manage consolidated data, instead of trying to maintain separate information silos. By adopting an accounting solution with an integrated platform like Gravity, you’ve instantly save on a precious commodity: time.
Gravity’s robust features are designed to leverage your company’s greatest assets, its people. Why not provide your firm and clients with one of the most reliable and scalable platforms available today? By utilizing the Microsoft Power Platform, Gravity makes is simple for your firm to operate from anywhere, at any time so you can service your clients well. If your clients need more features, security and functionality, book your online demo today. Just say Go!
Gravity Software
Better. Smarter. Accounting.
