How to Move Clients to the Cloud with Client Write-Up Software

Posted on 12th Jul 2019

Article by: Kurt Kunselman

Client write-up software is no longer an option for CPAs who want to meet and exceed profit goals within their firm and build stronger relationships with their clients. And now that the world is moving data into the cloud, people everywhere can collaborate and take full advantage of the  information at our fingertips, any time we need it. Cloud-based client write-up software allows accountants to eliminate old, time-consuming and inefficient processes like data entry in order to focus on the growth and development of their firm — all while delighting their clients with reports that they can use right away.

With manual client write-up functions quickly becoming a clunky thing of the past, it’s vital that firms grab a hold of the opportunity to advance their accounting skills, improve flexibility for their clients, and free up time for expansion. If you’re an accountant considering moving your firm and your clients to the cloud, here are three things to keep in mind:

• Start with a niche industry and expand from there. Outsourcing is more popular than ever, but it  means getting the right clients on board. Understanding your client’s unique industry will be paramount for CPAs moving their firms to tech-forward systems. Start with a niche you know, and even better, a few clients you know within that industry, and begin educating each of them on a single cloud-based software. Inspire them with beautifully detailed financial statements that can be accessed in real-time, and start enjoying the ability to execute all client requests on the same platform.

• Set bigger goals — and then exceed them. Once you’ve realized the time you can save by improving efficiency with client write-up software, it’s really easy to get excited. Because of the excitement, you might already have a goal for your clients to begin using a software like AccountingSuite. But if not, why not start by taking your small niche of clients and doubling that figure to come up with your goal — X number of clients you’d like to see move their accounts to the cloud by this time next year.

• Use extra time for value-add services. Once you’ve mastered cloud-based account analysis, it becomes easier to pivot. You might decide to include more value-add services that are certain to bring in referrals and boost your profits. Improve clients’ experiences in their fight to grow by providing valuable insight that you wouldn’t have otherwise had time to glean from those slow manual processes.

As the business client shifts their focus from the books to beating the competition, accountants have a responsibility to support them in a rapidly-changing environment. With the right tools to deliver the results in an instant, a business can put full faith in the firm that’s analyzing their expenses. And peace of mind for them is peace of mind for you.

In AccountingSuite client write-up software, use multiple tabs simultaneously, allowing you to work with more clients at once without having to toggle between browsers. Client requests are easily addressed and met with instant access to data. Analyze, adjust, and close books on time — in real-time. With a wide variety of customization options, you can show your clients trends and identify the best opportunities for them moving forward. Have clients with physical product needs? AccountingSuite has you covered.