5 reasons to know your accountancy practice clients better
Discover why knowing your clients and understanding their challenges and dreams can benefit both your practice and them.
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Free up time to innovate and grow with flexible business management software that gives you an edge.
Boost automation and productivity with streamlined workflows and improved collaboration so you can focus on your clients' needs.
With data analytics and holistic insight into employee performance, professional services firms can ensure the profitability of every client engagement.
Flexible business processes and real-time analytics give professional services firms the ability to quickly adapt to changing client demands and market pressures.
With people and projects often spread across multiple sites, it's crucial to keep everyone working from the same information source – and with tools for real-time collaboration.
Embrace cloud and mobile technologies to deliver a world-class service to your clients and adapt to an ever-changing environment.
Set workflows and notifications to ensure that everyone adheres to correct procedures and also becomes more efficient in their day-to-day tasks. Create a simple process for customer service teams to follow, ensuring finance teams can monitor closely and question or raise anything if required.
Manage billing, payments, and revenue, and make sure customers are kept up to date with their payment schedules effortlessly. Plus, gain greater visibility over payments and transactions, credit management, and revenues across your business.
With a clear view of your business, including sales, your finance department will be able to make faster, more informed decisions. Plus, you can share results so that customer departments know what shortfalls or revenue streams to focus on.
One thing that's really key for me is people. As I mentioned before, I've always found the people at Sage extremely helpful, extremely friendly, and extremely willing to make it work for us. I think that resonates with people here. In fact, I can't emphasise enough how important that is. Having a team there that want to work with you and help you get the most out of the software is fantastic.
Discover why knowing your clients and understanding their challenges and dreams can benefit both your practice and them.
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