Where Should Your Accounting Firm Be Investing Its Time & Resources?

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Where Should Your Accounting Firm Be Investing
Its Time Resources?
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• Every accounting firm wants to be a success and
  to expand, and while that almost certainly
  entails offering a great service that clients can
  rely on while satisfying the objectives of both
  you as an accounting professional, and the rest
  of your team achieving this simply isnt
  possible without the investment of time and
  resources in such things as marketing and
  networking, for example.
• To help you determine what your accounting firm
  should invest in to achieve the success you
  deserve, here are a few pointers

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• Marketing
• Most of the marketing strategies of old are no
  longer relevant or workable, meaning that you
  must refresh your efforts in order to attract
  clients and advertise your services. Ultimately,
  you should aim to have a presence on a variety of
  digital platforms, and a functioning website is
  an absolute must.
• Hire someone to help you connect with your
  appropriate audience on social media platforms
  such as X and Facebook, for example, and ensure
  that your website is professionally handled.

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• Training personnel
• In order to attract and retain personnel, CPA
  firms should focus on a recruitment strategy that
  can compete with other industries and appeal to a
  more tech-savvy workforce. With an increased
  demand for data analysis to meet client
  requirements, and a reduced need for lower-level
  accountants thanks to automation, CPAs with
  experience are increasingly needed. While you may
  be able to attract such personnel, it might also
  be worth investing in your existing team
  training them so that they can get the most out
  of advancing technology, and put analytical
  thinking into practice.

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• Networking
• Marketing your services in the right way, is one
  of the quickest ways to give your companys
  presence a boost, and by attending events both
  locally and further afield, you can begin
  networking and building relationships with other
  professionals. A lot of accounting clients want
  other services such as financial advisors or
  lawyers, and vice versa, and by connecting with
  providers of similar services, you could benefit
  from a shared source of potential clientele.

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• Personalizing relationships
• Accounting is a highly competitive industry, but
  personalization can be the difference between a
  CPA firm that gets lost in the crowd, and one
  that stands out like a beacon. Involving such
  things as sending cards for clients birthdays or
  during the holidays, returning calls and emails
  promptly and in person, when you take the time to
  connect on a more personal level with your
  clients, youll make a far better impression on
  them one theyre likely to remember and remain
  loyal to. In essence, you want them to know that
  theyre more than just a name and number on a
  database, and that you genuinely care about them
  and their needs.

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• Leveraging technology
• Everyones talking about technology these days,
  and staying on top of the latest tech trends is
  paramount for any CPA firm striving to save
  money, satisfy their clients, and not get left
  behind by other, more tech-savvy firms.
  Appropriate leveraging of technology enables CPS
  firms to restructure their workflows and discover
  business opportunities that may never have been
  accessible to them previously. Giving them a
  clearer picture of their financial controls, risk
  profile and operating environment, leveraging
  technology is no longer an option, but a must.

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• To grow and expand, your CPA firm must offer
  services that are of a higher value to your
  customers, and to achieve this, the areas above
  are all worth investing time and resources in.
  You may also want to consider outsourcing some of
  your bookkeeping and accounting workload to help
  you keep up with demand and maintain the
  professionalism required of a successful CPA firm.

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  security. Quite simply, when it has gone through
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  benefits straight away!