None of us thought when Covid-19 arrived a year ago that we would be where we are now, still wearing masks, social distances, getting vaccinated, businesses disrupted and many people working from home. Most of us thought the precautions would only last a few weeks. Well, as Gomer Pyle would say, "Surprise, surprise!"
Like most industries, the accounting niche has been hugely affected by this pandemic. It has changed the way accountants conduct business and how they deal with clients. The good news is that the accounting profession was already evolving prior to recent changes, moving to a more advisory mindset. And as a service provider, client satisfaction has always been a top priority, so you’re well equipped to meet these new expectations.
MoneyThumb makes it our business at the Rules of Thumb blog to offer the very best advice from experts and provide our own timely and relevant information to help accounting niche readers advance their practices.
Today we have three great, free resources for accountants that will help you analyze where your accounting firm stands now and how to best adjust to this new normal. We have listed those below:
Putting Clients First: Understanding the New Normal
This free whitepaper created by Sage and presented by CPA Practice Advisor discusses putting clients first in a changing world. As you navigate the current climate, it’s more important than ever to meet your clients’ needs. Your clients will continue to count on you to deliver everyday tax and compliance services. Additionally, you’ll see more and more of them turn to you for advice and guidance on how to best face their new challenges.
Using Technology to Create a Differentiated Client Experience
Also presented by CPA Practice Advisor and created by Suralink, this free whitepaper will help you understand:
- The changing competitive landscape
- The best strategies for winning in that new landscape
- Three ways technology can help you support those strategies
- And how firms just like yours are using these strategies to get ahead
Don’t just prepare, Anticipate: What firms need to be doing now
This is an hour-long, free webinar that is being held tomorrow, Wednesday, March 3, 2021, at 1 pm CST.
Here is a description of what to expect from the webinar: As accounting professionals continue to adjust to changes brought on by the pandemic and the ongoing effects of the Wayfair decision, we find that firms who have been anticipatory have been more agile. Adopting technology to automate the sales tax compliance practice can be a pivotal move to getting ahead of even the most complex changes. In this session, we discuss the opportunity for accounting firms of any size to leverage new technologies to make them more competitive and profitable and to adapt to but to leverage the changes. You will receive 1 CPE credit for attending this webinar.
We'd like to add that one additional way in which accountants can adjust to the new normal is by using MoneyThumb's PDF financial file converters to handle your client's financial records. If your accounting firm isn't already using our product, you won't understand how much time it will save you and how many headaches can be avoided, especially here in the midst of tax season. Learn more about this proprietary software developed specifically for the accounting industry by following this link. You can even take a free test drive!
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