Solutions | Practice Development | Practice Management Tools
Building Your Client Accounting Service Practice:
Practice Management Tools
The following FREE tools are designed to help you assess your clients’ individual business needs and staff a successful client accounting services practice team.
To request one or more of the tools listed below, please fill out the short online form.
Client Needs Assessment Tool
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The Client Assessment Tool is designed to help guide you through the process of developing a thorough understanding of your client’s or prospective client’s business environment and finance and accounting processes, to uncover any potential areas for improvements, and discern how you would utilize your ERP environment for the client’s or prospect’s specific needs. The manager or partner assessing the client’s or prospect’s needs can use the general business and applications checklist as a guide to asking the right questions and reviewing the right information to understand the current environment. The assessor can also identify the specific features and functions needed by using the questions outlined on the numerous requirements tabs. By Client Industry Vertical: Architects and Engineers | Home Owner Associations | Medical Practices | Non-Profits | Restaurants |
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Staffing a Successful Client Accounting Service Team |
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A firm may have an incredible, well-documented Business Plan, a Marketing Plan that seems to guarantee success, and a well-known brand. Successfully “fulfilling the promise” requires the most important asset of all – top performing staff. In today’s market the most qualified and motivated hires expect to be compensated for performance; they want to have clear opportunities for development and advancement; flexible work arrangements are increasingly important; and they want to be both inspired and appreciated by their managers. Here are two tools that will guide you as you are planning a successful team within your client accounting service practice. Download Now: |
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