Covid-19 forced many businesses to adapt to working remotely from home. Many accounting firms were already working with cloud-based systems to collaborate with clients. Cloud accounting provides mobile access anytime, is cost and time effective, and makes collaboration easy.
My accounting firm will be only my husband and myself to start. We plan to utilize QuickBooks Online, QuickBooks Desktop, Xero, Netsuite, and Sage to manage our clients' accounts. These tools will provide real-time data to process each client's financial information. Communication would be via video chat, most likely zoom, phone, and email.
An effective platform to connect with potential clients is LinkedIn. This is a place to showcase your knowledge and provide value to potential clients. It is important to first establish a professional profile using words that your ideal client would use to search for services. The story is a way to establish your expertise and build a relationship. It is a way to talk to ideal clients about problems they face and how you can solve them.
Aside from your professional profile, it is helpful to build a business network with lawyers, bookkeepers, financial advisors, and consultants. These networks can help provide referrals for future clients. The business can also connect with other businesses with similar audiences.
With LinkedIn the business can post questions or educational content, furthering your expertise. Articles can be written or shared to establish credibility.
I would also utilize Google My Business and Google Maps to increase the firm's reach within the community and surrounding communities. Having a complete profile and identified area would increase results when someone searches for accounting or bookkeeping services.
I am unsure whether I would use MEET UP groups. Although it would connect me with other accountants or bookkeepers, I am unsure of the benefit. I would rely on QuickBooks Advisor, where I could offer assistance with accounting questions and LinkedIn.
In conclusion, the collaboration tools I would use with clients would be cloud-based accounting tools, Zoom, phone, and email. I would utilize LinkedIn for professional relationships and potential clients, as well as QuickBook Advisors.
Thanks for acknowledging the importance of LinkedIn in enhancing connection amongst people and firms. I think this is the best platform that allows firms and individuals to showcase their knowledge and expertise, acting as the best marketing platform.
ReplyDeleteHi Lynette, I will have to connect with you on Linked in. I think its a fantastic important tool. I learned further language I will keep with me as my skills develop cloud based systems.
ReplyDelete