Join us as our partner, Sage Intacct, hosts a complimentary 4-week online Financial Services Forum for leaders in the financial services industry.
In this series, we will explore what’s happening in the financial services space, discuss how to gain real-time visibility and deeper insights using cloud financial management technology, and share proven tips and tricks on how to drive growth and make smarter, data-driven decisions with confidence.
We invite you to mark your calendars and join us on Wednesdays for the next four weeks.
The Financial Services Expertise Series: This training article is for financial professionals.
We covered in last month’s blog the disconnect where financial professionals talk about things our clients did not ask us to address. We concluded we could close the gap when we offer our clients proactive advice, provide dashboards, and anticipate their pain points. This article will cover rethinking client communication, what that looks like, and three things clients desire.
The Financial Services Expertise Series: This training article is for CPA professionals.
As a restaurant owner, CEO or Manager, can you guess what the number one reason clients in our 2016 survey said they left their CPA firm?
At the 2016 AICPA Tech Workshop, we solicited our participants to guess the reason they believe clients leave. Below are their responses.
Which one of the four responses do you think is the number one reason clients left their CPA firm? If you chose No Proactive Advice, you are right! It was not any of the other three or the price, often a mentioned response. When a client does not receive proactive advice, they grow tired of looking in the rearview mirror, especially when it comes to their accounting.
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