We often use the words “good enough” when describing our business processes and overall client management. We aren’t motivated to make things better until there is a glaring pain. At that point, we are usually hyper-focused on what’s wrong when searching for a solution, that we tend to overlook any other areas that could use a facelift. That is why most Accounting firms have over 20 different applications that are used on a regular basis.
Imagine, that your firm took a step back. Instead of waiting for the next pain to set in, you proactively assessed how you are doing. It sounds daunting, but it is much easier than you think.
Our experiences in the Accounting Industry have led us to compile our Power Index for 7 Areas of Value that consistently affect our clients:
- Tracking and Visibility
- Workflow and Assignment
- Integration and Redundancy
- Engagement Letters
By taking 15-minutes to walk through our Power Index, you will be on your way to a broader view of how you can move your business processes and overall client management well beyond “good enough.”