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From Accountant to Business Partner: 7 Ways You Can Meet (And Exceed) Client Expectations

This guide helps to answer this question by examining from the client's perspective what direction you should take your firm if you want to meet and exceed client expectations...


From Accountant to Business Partner- 7 Ways You Can Meet (And Exceed) Client Expectations
Published By - hitechnectar

The world of the accountant is changing like client expectations. The rampant rise of technology is redefining how accountants and clients work together. Whether it’s working remotely, using new and innovative technology or communicating with colleagues simultaneously from across the globe, your clients are changing the way they work. Not only that, their expectations of you, as their accountant are also changing.

Whether it’s working remotely, using new and innovative technology or communicating with colleagues simultaneously from across the globe, your clients are changing the way they work. Not only that, their expectations of you, as their accountant are also changing.

“The International Federation of Accountants found that 93% of small business owners now value accountants as their source of business advice so it’s of paramount importance that accountants are serving their clients in the right ways.”

“According to our research, 34% of millennials said they started their own business so they could be master of their own identity, whereas just 21% go into business to make money.”

Accountants should understand that today’s wave of entrepreneurs, particularly millennials, are going into business for different reasons compared to previous generations. These changing aspirations need to be met by a change of approach from accountants – to move away from traditional accounting services and to begin providing more advice-based, consultative services. Listening to our customer’s needs, we’ve found that a major reason clients leave their accountants is because of a lack of proactive advice.

We’ve pinpointed seven of the most important things that clients are looking for from their accountant today, and we give you some helpful tips on how to meet their expectations and go above and beyond.


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