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\nPerhaps more than any other industry, accounting constantly evolves due to changes in every far-reaching area it touches\u2014from new compliance rules to upgraded fintech feats. These continual shifts and all their added stresses fall squarely on the shoulders of accounting professionals.<\/p>\n
One of the most pervasive new pressures on accountants that you may have experienced is clients\u2019 higher demand for consulting and advisory services alongside traditional CAS and tax work. While advisory might be work you welcome, it\u2019s also a new expectation on top of the expertise and resources you and your staff are accustomed to providing.<\/p>\n
Many factors have contributed to this new accounting landscape. The ability to use automation and AI\/machine learning in accounting have added arguably the most definitive outlines to the latest shape of the industry. As with any change, though, these advancements present their own unique challenges in addition to their opportunities.<\/p>\n
Rather than many manual hours spent preparing a tax return or creating forecasts from disparate data sources, for example, accountants can apply automation and machine learning to complete this work in a fraction of the time. But, this time savings often leads clients to minimize the value of accounting work. Firms now find they\u2019re expected to fill this newfound \u201ceffort gap\u201d with services that prove their worth as their clients\u2019 trusted advisor.<\/p>\n
Business owners themselves face intense change and complexity in their own industries. Beyond AP\/AR, bookkeeping, and payroll, they now look to their accountants for financial planning and risk management advice\u2014not to mention actionable insights and analysis, growth goals, tech leadership, and overarching business strategy.<\/p>\n
Accountants can take up this mantle as their clients\u2019 reliable strategic advisor and partner, if their firms have the time and resources available. For many firms, that \u201cif\u201d depends on having enough staff to keep up with clients\u2019 day-to-day tasks and ever-evolving financial needs. Now more than ever, firms need a scalable solution to meet demand.<\/p>\n
At QuickBooks, we acknowledge and respect accountants\u2019 relationships with their clients, and through our work we want to help these engagements thrive. We believe QuickBooks Live can help your firm get more done, freeing up more time for the strategic conversations your clients are craving.<\/p>\n
Firms can turn to QuickBooks Live Expert Assisted* for support and extra assistance for clients in areas including:<\/p>\n
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As your client learns the most efficient ways to reap the benefits of QuickBooks, your firm regains time to focus on the big picture. This reclaimed time allows firms to meet clients\u2019 advisory needs without overextending precious resources.<\/p>\n
QuickBooks Live Expert Assisted lets you delegate repetitive tasks to Quickbooks-certified bookkeeping experts. They can answer a client\u2019s questions using video, phone, and screen-share, without ever touching their books. In addition, you\u2019ll always be in the know on each client\u2019s calls with our experts. You\u2019ll have access to automated call summaries, which show your client\u2019s questions and how your QuickBooks Live expert responded. So you get scalable, expert-assisted support that aligns with your firm\u2019s advisory offerings\u2014without sacrificing client control. Your team can then focus on consulting and high-value advisory services, without increasing overhead.<\/p>\n
Call summaries provide visibility on your client\u2019s questions and how your QuickBooks Live expert responded.<\/em><\/p>\n QuickBooks Live Expert Assisted is designed to provide accountants with newfound flexibility, helping them manage routine work in order to prioritize client strategy. With it, your firm can count on partnership, support, and reliability where you need it most. Delegating support services to QuickBooks allows your firm to be a brighter lighthouse for your clients in a seascape of financial complexities and demands. You\u2019ll be right there to deliver valuable insights and guidance that can help them survive\u2014and thrive.<\/p>\n