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'The Connected Accountant’ harness the power and become connected
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As the world we live and work in becomes increasingly digitized, the ways in which accountants and their clients can connect, collaborate, communicate and collect information are being reshaped. This creates uncertainties; but also significant opportunities.
‘The Connected Accountant’ is a practical guide which outlines a simple, proven and painless approach to becoming connected and how to maximize the potential.
- Understand the challenges and opportunities
- Discover how to connect where the action is
- Find out how to simplify and streamline
- See how easy it is to support digital record keeping
- Explore how to differentiate yourself through innovation
SNEAK PEAK AT THE CONTENTS
INTRODUCTION
04/05
CHALLENGES & OPPORTUNITIES
06/09
HOW A CUSTOM APP WILL HELP
10/19
CONNECT WHERE THE ACTION IS
11
SIMPLIFY & STREAMLINE
12
BRING BENEFITS TO YOUR CLIENTS
13
SUPPORTING DIGITAL RECORD KEEPING
14
LEARN FROM EXPERIENCE
15
BUILD A REPUTATION FOR INNOVATION
16
YOUR DIGITAL FUTURE MADE SIMPLE
20
QUESTIONS & ANSWERS
20/25
SOURCES
25
CHALLENGES FIRMS FACE
Connected
How to remain connected in an increasingly disparate digital world.
Changes
Rapid rate of technology change.
Mobile
Increased use of mobile devices; preference for and proliferation of Apps.
Expectations
Changing client expectations around accessibility and availability of firrms’ services.
Disruptions
Attrition/disruption caused by traditional and digital threats (such as ‘the Googlee effect’).
Conduit
Specialist so ware developers using firms as a conduit to clients
Providers
Finding the right provider for your so ware solutions.
Digitalisation
Global digitalization trends among government agencies such as HMRC.
HOW TO RESPOND
Visibility
Make your firm highly visible on mobile devices.
Prime Route
Ethically lock-in clients and prospects by making your firms App their primary route to information on accounts, finance and tax.
Differentiate
Differentiate/modernize/streamline the firm and maintain relevance.
Client Services
Improve client services/engagement/retention/marketing.
Trusted
Reinforce accountant/bookkeeper as principal trusted business advisor.
Reputable
Use reputable suppliers that have been approved by professional bodies such as ICAEW, ICAS and ICPA.
Collect
Position your firm (and clients) to collect all data digitally and prepare for compliance and reporting developments such as MTDfB, in the UK.
UK
Telephone: 0800 803 0826
Address: 37-39 Victoria Road, Darlington, Co. Durham, DL1 5SF
Company Number: 9152454
VAT Number: 199 4398 36
AU
Telephone: 02 8015 5480
Address: Suite 305, 30 Kingsway, Cronulla, NSW 2230, Australia
Company Number: 609 233 990
USA
Telephone: 347 748 9098
SA
Telephone: +27 21 300 2884
