Accounting

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19 Jul: How Your Firm Can Clean Up Dirty Data without CRM

Customer Relationship Management software (CRM) is a standard tool in most businesses’ tech stack, but have you ever wondered if it’s possible to clean up dirty data without CRM?

Dirty data is a challenge for every business, big and small. But let’s face it, while CRM is the go-to solution for cleaning up dirty data, it isn’t for everybody. 

The good news is yes, as a matter of fact, your firm can clean up dirty data without CRM. 

CRM are not one-size-fits all

After a bit of research, many small-to-medium-sized professional services firms—legal, accounting, consulting, staffing and recruiting, and the…

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07 Jul: Positive strides ahead for accounting

A year ago as the pandemic took hold, the world was thrown into the unknown. This disruption was felt most keenly in the workplace. 

The end of the pandemic is in sight, but the effect of those workplace disruptions will continue to echo for a long time. Introhive hosted a roundtable with marketing leaders from LMBC, Plante Moran, and Kaufman Rossin to discuss how accounting firms need to navigate such a disruptive time. 

An esteemed accounting panel

Twelve months down the line, as the world begins to re-open, we were delighted to have these distinguished guests re-join us for another…

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10 May: The Firm of the Future is Now – Changes in Accounting

The last 15 months have been different, to say the least, We’ve all done a lot of reflecting during the pandemic: reflecting within ourselves, in our firms and about the people around us. Technology has been thrust into the spotlight due to the change in our working landscape, and its impact upon the accounting profession has been significant. 

Looking back to when we could attend in-person events, walking into conferences you would consistently hear talks on ‘‘What is the Firm of the Future?’’ It was said that the firm of the future would be built on technology and AI would…

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23 Mar: Jeff Antaya: Lessons in Leadership

Leadership has taken on a whole new meaning in the new age of Covid-19, with organizations seeking to find solutions that will not only help them weather the storm but remain competitive once the dust has settled.

The last 12 months have seen an acceleration in firms’ digital roadmaps, with new remote working environments bringing technology to the forefront. However, even before the new world, there was a growing need for digitalization. The focus has been shifting heavily to automation, having the potential to revolutionize the professional services industry. For leadership teams, the opportunities are endless! Technology can…

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22 Jan: 3 Benefits of Relationship Mapping for Accounting Firms

As more and more medium and small businesses bring accounting tasks in-house, accounting firms are struggling to stay in the game, let alone grow. But it’s not all doom and gloom. Accounting firms can get by—and thrive—with a little help from their friends, contacts, extended network and new technology. Relationship mapping helps provide critical relationship insights that can help these firms win new business, grow existing accounts and provide a higher level of proactive support. Read on for the top three ways:

1. Quickly Gauge Relationship Strength

Relationship mapping provides accounting firms with a deeper understanding of the relationship strength of…

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25 Jun: How to Topple Accounting’s Top 3 Barriers to CRM Success

CRM software is now the biggest software market in the world and for good reason. CRM success can pay out huge dividends.

Increased tech stack adoption, more targeted marketing, strengthened client and prospect ties, increased cross-selling and even revenue growth are all some of the potential payouts.

But, as I recently shared with Accounting Today, three common challenges stand between many firms and their CRM success stories.

Read on to find out how your firm can use new, integrative technology to overcome these barriers and reach CRM nirvana.

1. Accounting is a reactive industry

Core services lines (like…

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18 Jun: Case Study: How to Streamline Data Quality Management in CRM, Eliminate Time-Consuming Manual Data Entry

 

The success of Atlanta-based firm Frazier & Deeter is a case study in the art of the possible when it comes to the power of using artificial intelligence and data automation to streamline data quality management and revenue-generating activities. Read on to learn more.

Frazier & Deeter Seek to Automate Marketing Data Administration

When Frazier & Deeter first turned to Introhive’s relationship intelligence and data automation platform, they were looking for help easing manual marketing processes. Thanks to the platform, the firm not only succeeded in that endeavor but also revealed growth-driving relationship insights.

In fact, the Introhive…

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04 Jun: Case Study: How to Automate Revenue-Driving Activities, Increase CRM ROI

Like many organizations today, accounting firm Kaufman Rossin wanted to further enhance client experience management across their accounting, tax and consulting service practices by increasing adoption of their customer relationship management (CRM) system. And, at the same time, they didn’t want to add administrative workload to their professionals’ full schedules.

To boost adoption without overburdening their teams, Kaufman Rossin turned to Introhive’s relationship intelligence and data automation platform. But what they ultimately discovered was much more.

Indeed, the platform enabled the firm to:

Increase CRM adoption Visualize client engagement and growth trends Automate intelligent lead generation for business…

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01 Feb: How to Differentiate Your Accounting Firm: 4 Steps You Can’t Ignore

Today’s accounting market is more crowded and competitive than ever, with more than 1 million accountants and auditors in the United States alone.

Whether you’re competing against one of the “Big Four” or a mid-size accountancy, in this camped field, the odds are good that you’re already competing for prospects against other firms on price, service, or product.

That’s why it’s so important to differentiate your firm and stand out from the crowd. If you want to win new business, it’s time to get creative and specific about what makes you the best accounting firm out there. Here are four…