The Connected Accountant

This practical guide outlines a simple, proven and painless approach to achieving this

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CONTENTS



INTRODUCTION

04/05


CHALLENGES & OPPORTUNITIES

06/09


HOW A CUSTOM APP WILL HELP

10/19


CONNECT WHERE THE ACTION IS

11


SIMPLIFY & STREAMLINE

12


BRING BENEFITS TO YOUR CLIENTS

13

SUPPORTING DIGITAL RECORD KEEPING

14


LEARN FROM EXPERIENCE

15


BUILD A REPUTATION FOR INNOVATION

16


YOUR DIGITAL FUTURE MADE SIMPLE

20


QUESTIONS & ANSWERS

20/25


SOURCES

25

CHELLENGES

Connected

How to remain connected in an increasingly disparate digital world.

Changes

Rapid rate of technology change.

Mobile

Increased use of mobile devices; preference for and proliferation of Apps.

Expectations

Changing client expectations around accessibility and availability of firrms’ services.

Disruptions

Attrition/disruption caused by traditional and digital threats (such as ‘the Googlee effect’).

Conduit

Specialist so ware developers using firms as a conduit to clients

Providers

Finding the right provider for your so ware solutions.

Digitalisation

Global digitalisation trends among government agencies such as HMRC.



HOW TO RESPOND

Visibility

Make your firm highly visible on mobile devices.

Prime Route

Ethically lock-in clients and prospects by making your firms App their primary route to information on accounts, finance and tax.

Differentiate

Differentiate/modernise/streamline the firm and maintain relevance.

Client Services

Improve client services/engagement/retention/marketing.

Trusted

Reinforce accountant/bookkeeper as principal trusted business advisor.

Reputable

Use reputable suppliers that have been approved by professional bodies such as ICAEW, ICAS and ICPA.

Collect

Position your firm (and clients) to collect all data digitally and prepare for compliance and reporting developments such as MTDfB, in the UK.