The world is constantly evolving. Clients are changing. That means we have to meet them where they are. Accountants are no longer strictly “service providers”. Go ahead and add “technology advisor” to your resume. It sounds scary, but it’s true.
Accountants must start embracing new technology and AI in order to free up ourselves for the services that clients are actually wanting. “There’s an app for that” and our tech savvy clients know it, so we have to push past our own fears to meet them where they are…and that is to deliver more metrics and financial reporting.
Sarah Acton, Chief Customer Officer with BILL, says that we must get comfortable with automating the granular tasks so that we can free ourselves up for doing one thing that technology can NOT do, and that’s building personal relationships. Strive for efficiency. Experiment with new ideas. Ultimately, your authenticity is what builds credibility with your clients. Walk them through their own fears and develop a practical roadmap for succeess in their own business.
Learn about how BILL can help make your firm more efficient and streamline operations at www.bill.com.
Mentioned in the Show
Thrivecast Crew
- Audio Engineering by: Vlad Ungureanu
- Produced by: Jason Blumer
About our host: Jason Blumer
Jason founded Thriveal in 2010 as a way to help entrepreneurial CPA firm owners connect, learn, and grow. He serves as the Visionary and CEO of Thriveal, and his partner Julie Shipp serves as the Integrator and COO of the organization. Since 2010, Thriveal has helped many small firms grow by providing a community, coaching services, webinars, firm consulting, monthly growth groups, and live events. Deeper Weekend is the annual live event by Thriveal, now in its 10th year.
Jason is also the CEO of Blumer & Associates, CPAs. The firm was one of the first to move from a traditional office to a virtual environment in 2012, where they serve as an advisory firm for the design, marketing, and creative agency services niches. He and his partner focus on business consulting and coaching with the owners and partners of firms and agencies, while their team meets the technical and financial compliance needs of the customer.
Jason is the host of two…
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