Every successful public accounting firm needs to ask itself, ‘are we relevant’ to our clients today? This post will address how technology will add value and relevancy in today’s CPA firm.

As the managing partner or business development partner for a CPA firm today, we continually ask ourselves, how do we create value. Technology changes how we do business by utilizing software to streamline what we do for clients. The intersection of cloud software and our personal relationships with our clients can add value if we plan it in the proper way.

Three ideas or tips that will guide you to strengthen what you can provide for clients, and strengthen your practice.

#1: Assess what you do today vis-a-vis the industry. Do you participate in webinars to introduce yourselves to newer cloud-based software? Do you utilize younger team members to help you in this on-going assessment process? When technology enhancements become a collaborative effort of key leaders, you increase the awareness of the options to improve your services. And do you participate in accounting trade shows to talk with the new-software providers?

#2: Control your accounting practice by purchasing software you can customize for your clients. Rather than purchase software for direct application for a client, take what your client needs from software that you purchase, and use the customization service to enhance value and relevancy to your clients.

#3. Explore client needs with an open mind If you spend time on a client visit to listen to what are your client’s priorities, and when they can see the value of technology-driven accounting solutions from you, you expand your clients’ understanding of what technology can do for them, and create greater relevancy in your client relationships, always good for strong client retention.
If you need experienced tax specialists, audit leaders, or business-development-oriented partners, we focus on Ohio and Midwest practices; give us a call or email at the contact information below.

Every successful public accounting firm needs to ask itself, ‘are we relevant’ to our clients today? In this video, Dan Toussant addresses how to use technology to add value and relevancy in today’s CPA firm. Watch for his three ideas to strengthen what you can provide for clients.

Contact Dan through his website, Dan Toussant & Associates, on email, or send a text to 330-704-8789 for more recruiting information.

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