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Accounting solutions, CPA firm of the future
Accounting solutions guide
Modern CPA firms adapt to changing demands from clients and operations by adopting new technologies. Changes have accelerated to breakneck speeds, and firms are racing to keep up.
The firm of the future — one that operates efficiently using artificial intelligence — is here today!
Read our FREE accounting solutions guide to learn key ways in which your firm can get ahead and stay ahead, with insights from our panel of experts:
- Janet Altman, Marketing Principal at Kaufman Rossin
- Suzanne Reed, Chief Marketing Officer at LBMC
- Mitch Reno, Director of Client Experince at Rehmann
- Marten Van Pelt, Chief Marketing Officer at Plante Moran
- Fonda Land, Marketing & Practice Development Director at Keiter CPA
- Douglas Barbin, Managing Principal & Chief Growth Officer at Schellmann
- Jeff Antaya, Retired CMO at Plante Moran, Managing Director at Antaya Gladiator Marketing
This guide is for you. Simply fill out the form and download the PDF.
The Practice of Now report shows that clients are demanding greater levels of service and a more flexible partnership with their CPA firm.
87% of accountants believe they must up their client service game or risk losing those clients.
What is the CPA firm of the future?
We envision an accomplished firm as one that uses technology to advance its business in various ways — an organization that welcomes change and remains one step ahead of the curve.
As a result of the pandemic, the “future” materialized sooner than expected and many accounting firms hustled to adopt new technologies. A changing market landscape accelerated objectives and leaves little doubt that the future is now.
Considering the technological advancements and opportunities available to the modern firm, if you have yet to make strides, you may be falling behind.
So how do you get ahead, and more importantly, stay ahead? Principal accounting firms are using data and artificial intelligence to scale up, become leaders, and shepherd others into the future.
The cost of gaining a new customer can be up to 5X the cost of retaining an existing customer.
Increasing customer retention by even 5 percent can lead to increased profits of 25 to 95 percent.
“It almost seemed too good to be true.”
See how other industry leaders are applying customer intelligence to their digital transformation strategies to unlock growth, while retaining customers during uncertain economic times.
Since adding Introhive’s Customer Intelligence to their CRM, LBMC has seen several positive outcomes for their firm in the areas of technology adoption, data accuracy and relationship intelligence.
LBMC is the number one professional services firm in Tennessee and within the top 35 in all of the United States. They are a client-focused organization, rooted in entrepreneurialism and growing with their clients. Data collection is a huge part of their growth strategy, and as a fast-growing firm, they were facing a couple of significant business challenges.
Learn how Introhive’s customer intelligence platform was the solution.
Learn how Introhive’s customer intelligence platform is a game-changer for Rehmann and what they’re excited for next.
Rehmann is a fully integrated financial services and business advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services. For 80 years, Rehmann has provided forward-thinking solutions to their clients.
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Request a demo to learn how your company can become more customer intelligent.
