The 5 advantages of Collaborative Accounting for your clients
Posted: Sun Dec 22, 2024 7:26 am
It is important to understand that Collaborative Accounting is a model that has emerged to meet the current needs of the market and, above all, of the client.
To do this, it is important to take into account that what clients value in an advisory firm, beyond the price, are mainly three characteristics of the advisor:
Trust: The advisor becomes the advisor of his clients, the relationship of trust between advisor and client is essential to ensure stability in the portfolio.
Communication: Clients italy business email list need to feel cared for, and good communication is the basis of any good professional relationship.
Information: Clients need information and greatly value all the information that the advisor can provide them with when making decisions about their business.
How, therefore, does Collaborative Accounting help to improve these three pillars of the client-advisor relationship?
Simplifies accounting management: it makes the day-to-day life of both the client and the advisor easier, freeing up time from mechanical or manual tasks to dedicate it to what is really useful for the business.
Integration of all the tools you need for accounting management in one place: Your client will be able to carry out invoicing, expense control, treasury control... all from one tool and connected to you.
Improve communication: Thanks to the real-time connection that the Anfix platform allows you, your client will be able to have much more fluid communication with you and feel that they are receiving a much more valuable service.
To do this, it is important to take into account that what clients value in an advisory firm, beyond the price, are mainly three characteristics of the advisor:
Trust: The advisor becomes the advisor of his clients, the relationship of trust between advisor and client is essential to ensure stability in the portfolio.
Communication: Clients italy business email list need to feel cared for, and good communication is the basis of any good professional relationship.
Information: Clients need information and greatly value all the information that the advisor can provide them with when making decisions about their business.
How, therefore, does Collaborative Accounting help to improve these three pillars of the client-advisor relationship?
Simplifies accounting management: it makes the day-to-day life of both the client and the advisor easier, freeing up time from mechanical or manual tasks to dedicate it to what is really useful for the business.
Integration of all the tools you need for accounting management in one place: Your client will be able to carry out invoicing, expense control, treasury control... all from one tool and connected to you.
Improve communication: Thanks to the real-time connection that the Anfix platform allows you, your client will be able to have much more fluid communication with you and feel that they are receiving a much more valuable service.