عرض العناصر حسب علامة : العملاء
الأحد, 24 يوليو 2022 11:29
3 طرق يمكن للبرامج أن تحسن بها اتصالاتك مع العميل
تتيح برامج التقارير المرئية للمحاسبين القانونيين التواصل بشكل أكثر فعالية مع العملاء حيث يمكن أن تظهر الشركات بالتفصيل وضعها المالي وأين تتجه.
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المحتوى بالإنجليزية
3 Ways Software Can Improve CPA-Client Communication
Visual reporting software enables CPAs to communicate more effectively with clients. CPAs can show businesses in detail their financial status and where they are headed.
CPAs are skilled in analyzing financial data and determining how it impacts the clients they serve. While this financial prowess is a valuable tool for businesses, effective communication is a skill that is equally important. Communication is so essential that 97 percent of employers said soft skills like communication were as important or more so than hard skills.
While good communication is a key skill for CPAs, it does not always come naturally. It is often something that must be developed and worked on consistently. Luckily, in this day and age, there is often a technological tool to help. Along with working on interpersonal communication tactics, CPAs can take advantage of software to improve communication with clients.
Be More Accessible
Sometimes, the biggest hindrance to communication is the availability of a CPA when a client comes calling. CPAs can utilize technology to ensure they are accessible to their clients and their relationship of trust is not compromised by being hard to reach. CPAs do not need to be at a client’s beck and call 24 hours a day, seven days a week. However, making the effort to talk to clients regularly—even checking in outside normal hours—lets them know their CPA is a trusted member of their team.
The COVID-19 pandemic ushered in a sudden need to communicate from afar—and it showcased technology that makes it possible. CPAs can use video conferencing software to conduct virtual meetings from anywhere in the world. Firms can also put Voice Over Internet Protocol software to use, allowing CPAs to use a secure phone line from anywhere to communicate with clients while protecting their data. Using these software options ensures CPAs can be there for their clients when they need them most.
Give Instant Feedback
When clients have questions or concerns, they want to know their CPA is on the ball and ready to assist them. Great communicators are quick to respond and provide feedback, reassuring clients that they are in good hands. Enter cloud-based software that can give near instantaneous results and act as a conduit between clients and their CPAs. Recent research showed that companies using cloud accounting software exclusively saw 15 percent growth year over year. Better communication with clients is no small part of this success.
Using cloud-based software allows CPAs to be more responsive to their clients and communicate quickly and accurately. Using the cloud to enter data and deliver analysis to clients gives them answers right away, and dashboards allow clients to see their financial performance in real time. Often, when clients have questions for their CPA, dashboards can be configured on the spot to show them what they need to know. CPAs can communicate rapid responses and accurate results for their clients with cloud software.
Provide Clearer Information
Have you ever had a conversation with a client, then felt as though your insights and advice fell on deaf ears? It’s quite possible that your analysis of the client’s financial data didn’t have the impact you hoped, but it may not be because your client didn’t want to hear it. Talking with clients is important, but people don’t always fully retain the information they hear. One study found that as many as 80 percent of people are visual learners, when compared to auditory learning. Your clients are much more likely to hang on to your every word when your advice comes with visuals.
CPAs provide their clients with valuable financial information, and good communication means ensuring clients understand that information. Visual reporting software enables CPAs to communicate more effectively with clients. CPAs can show businesses in detail their financial status and where they are headed. This software allows CPAs to explain their analysis more clearly, while clients are also more likely to retain and utilize the data for the benefit of their businesses.
CPAs must be good communicators as they build relationships with their clients and provide invaluable financial analysis and advice. This software and others can help CPAs improve their communication with clients as trusted advisors.
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الثلاثاء, 28 يونيو 2022 11:52
8 خطوات لتحديد أهداف إيرادات شركتك
كيف تحدد شركتك أهداف إيراداتها؟ هل لديك عملية تتبعها؟
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المحتوى بالإنجليزية
8 Steps for Setting Your Firm's Revenue Goals
How does your firm set its revenue goals? Do you have a process that you follow? Or is it less scientific? Following a step-by-step process, you can set revenue goals that are more attainable and in line with where your firm is today and where you want to be tomorrow.
If your firm is not thinking through revenue goals for each of your service lines before setting them, it can be challenging to hit them.
More importantly, if you’re looking for a process your accounting firm can use to set smarter, more achievable revenue goals, this eight-step process is a great start.
1. Understand Where You Are
To set revenue goals for each service line, you need to know what you’ve brought in per service line in the last year. What quarter was the busiest per service line? When did you see slowdowns? Start with as much information as you can and gather the financials you have available for the last year to determine what will mathematically make sense as a revenue goal for the following year.
2. Determine Where You Want to Be in 3-5 Years
Looking too far into the future can be a guessing game, but looking three to five years out can help determine what the next year should look like. What are your goals for the next three to five years in terms of revenue, lead generation and overall growth?
You don’t need a detailed plan for three and five years from now, but you should have a defined idea of where you want the firm to be.
3. Determine Where You Need to Be in a Year
Now that you have your three- to five-year plan, you can determine what the next year needs to look like. Your one-year plan should be detailed and include revenue goals for each service line.
4. Break Your One-Year Goal Into Quarterly Goals
Now that you have a one-year goal (and plan), it’s time to turn it into quarterly goals. Don’t simply take a service line’s goal and divide it by four to come up with your quarterly goal.
Use the historical information you gathered in step one to help you better understand what quarters you can expect new business to come in and what quarters you should be focused on existing business.
5. Determine How Many New Clients You Need
Now that these goals are broken down into quarterly and annual revenue goals, you can determine how many clients you need per service line to reach those revenue goals effectively. Remember, those clients can come from selling new services to existing clients and clients that are new to the firm.
6. Predict How Many Leads You’ll Need
Now that you know how many clients you need to generate your yearly revenue goals, you can use that information to inform how many leads you’ll need to develop. Your historical information in step one should help you with this, but other numbers like the length of your selling cycle and your close rate will help you predict this number accurately.
7. Create a Marketing and Business Development Plan
Your marketing needs to happen before you start actively selling. This ensures that when you start selling, prospects are warmed to the idea of you selling to them.
When you begin having business development conversations, your leads trust you and are prepared to buy. Your marketing and business development plans should take this into account – they should also account for the whole marketing and sales funnels.
8. Get to Work!
Now you have all the steps you need to start, and it’s time to get started. You may find that your plan needs iteration, or you need to account for new firm members as time goes on, but you should essentially be able to stick to the plan you’ve created.
With these steps in place, you’ll be able to create more intelligent and attainable revenue goals for your firm. While it may seem like a time-consuming process up-front, it will save you the time and energy of having to figure out your revenue goals on the fly, help you identify the marketing and business development activities to reach those goals, and make your goals more realistic and attainable.
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الأحد, 12 سبتمبر 2021 14:28
كيف يمكنك تقوية علاقتك مع عملائك؟
لن يكون من المبالغة القول ان العملاء هم شريان الحياة للأعمال التجارية، فبدون تدفق مستمر للعملاء الى أبواب شركتك أستطيع القول انه لا يمكنك توقع استمرار عملك. ومع ذلك عندما يشتري العميل المنتج او الخدمة من شركتك يجب أن يمثل ذلك بداية علاقتك مع هذا العميل وليست النهاية.
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الثلاثاء, 07 سبتمبر 2021 13:55
دراسة ماجستير: قياس جودة الخدمات المصرفية التي يقدمها بنك فلسطين المحدود في فلسطين من وجهة نظر العملاء
إن الخدمات المصرفية التي تعتمد على الجودة العالية في تقديمها أصبحت شيئاً أساسياً وجوهرياً للمنافسة والبقاء في البيئة المصرفية المعاصرة فقد أصبحت الخدمات المصرفية تتصف بالنمطية أو التشابه في جوهر الخدمة فخدمة الحساب الجاري على سبيل المثال لا تختلف من حيث طبيعتها الإجرائية من مصرف إلى آخر فهي تتضمن عمليات إيداع وسحب سواء كانت هذه العمليات نقدية أو بشيكات
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رسائل ماجستير و دكتوراة
موسومة تحت
الأربعاء, 16 سبتمبر 2020 08:29
دراسة ماجستير: أثر جودة مخرجات نظام المعلومات المحاسبي على رضى العملاء في البنوك التجارية الأردنية
تعد البنوك هي المكونات الأساسية للأسواق المالية وركيزة أساسية من ركائز الاقتصاد ولهذا تلعب دوراً هاماً في جميع الأسواق الأخرى المكملة للإقتصاد. حيث تتميز البنوك عن أي مؤسسات اقتصادية أخرى بنقطتين رئيسيتين: الأولى بأنها تتعامل بأموال المودعين لديها، وثانياً بحساسية السلعة التي تتعامل بها والتي هي الأموال بحد ذاتها ولهذا فإن النظم المحاسبية في البنوك تبني دوماً على أربعة أمور أساسية وهي: الملاءمة والموثوقية والقابلية للمقارنة والثبات
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رسائل ماجستير و دكتوراة
موسومة تحت
الخميس, 09 سبتمبر 2021 07:54
دراسة ماجستير: شركات الوساطة وأثرها على تنمية سوق فلسطين للأوراق المالية
يعتبر السوق المالي (البورصة) مرأة الاقتصاد الذي يتواجد به، حيث تقوم الأسواق المالية بدور حيوي يتمثل في تعبئة المدخرات وإعادة توظيفها بما يخدم عملية التنمية للقطاعات الاقتصادية المختلفة مما يعود بالفائدة على المجتمع بأسره. كما أنه لا يوجد اقتصاد قوي في دولة تفتقر إلى سوق مالي قوي لأنه أهم مكونات الاقتصاد الوطني وأحد أهم آليات تجميع وتوجيه الموارد المالية وتوظيفها في المشروعات الاستثمارية
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رسائل ماجستير و دكتوراة