Don’t miss our early trail blazer in ‘intelligent accounting’ – Tyler Wise, Director of Wise Accounting at this year’s Adapting to Change: Moving Your Firm to Compliance Advisory roadshow. Tyler will be sharing in-depth insights into the cloud transformation his practice has completed, plus the technology transformation benefits the firm and client base now enjoy.
Highlights of the intelligent accounting journey Wise Accounting has already begun:
Matching client events to data in the system: Wise Accounting can match events to client data held in its system, navigate any contingencies and recommend solutions for clients within 48-hours from the tax-related event announcement. It reinforces clients need to pay attention to benchmarks and undertake their own business analysis, plus helps the firm keep in contact with ‘low touch’ clients. Clients no longer have to ring the firm.
Building a path to compliance advisory: Wise Accounting now has the true ability to look forward. This is really legitimising the firm as a highly- differentiated offering for clients. Personalised and timely communications with clients makes every one of its clients feel like they are the only client. Intelligent accounting has generated more exposure which in turn has generated more business, courtesy of its perceived energy and experience.
Cloud pays for itself: The moment Wise Accounting started to use the latest intelligent accounting solution, CCH iQ with clients it generated enough new business from a single client for it to pay for itself. This approach is a value service and it has already had sound results about how it is changing the game for the firm.
For those firms not in the cloud yet or wondering whether the cloud is for you we will hear some clear numbers around what it takes to build a firm for a successful exit, and who that likely buyer is going to look like from our roadshow partner, Macquarie Bank.
Hear more about the path to becoming an adaptive, agile practice – register here to see Tyler for yourself at the upcoming Adapting to Change: Moving Your Firm to Compliance Advisory roadshow.