The routine of an accounting office is full of challenges. Information from several clients, service, guidance, in addition to the management itself and small setbacks that end up compromising the team’s performance.
Therefore, in this content you will learn about features and tips to make your accounting more productive and leverage the management of your office. After all, just like any other company, the accounting office needs to be constantly growing and profitable.
Eliminate unnecessary paper
Do you find yourself surrounded by piles of paper not knowing where to start? Balance sheets, invoices, admission forms, fiscal and financial controls. All those that could be consulted and managed digitally. Have you ever thought about it?
The digital age is here to stay and if this is not yet the reality of your accounting, you need to change so as not to be left behind. Besides, when we get lost in the middle of the mess of papers we can’t focus and see solutions that are in front of us.
Good tips for this are: start by organizing your office and your routine. There are several software and strategic partners to help you migrate to digital more easily.
Automate manual processes
Repetitive manual processes are stressful, tiring, and error-prone. Therefore, in addition to eliminating unnecessary paperwork, it is essential to identify all manual processes that can be automated.
Cora, for example, is a free digital PJ account that offers some functionalities that facilitate the day-to-day of accounting and its clients, namely: Accountant Profile and Automatic Statement.
Have you ever imagined never having to ask your client for a statement every month?
With the Cora account, your client configures the format (OFX, PDF or CSV), the period and the email you want to send the statement and still has autonomy to register it in your account and configure the level of permission that your accounting will have.
This is extremely important because, if your accounting could have access, in real time, to all movements, balance and statement, it would certainly make your work much easier and avoid errors at the end of the month, wouldn’t it?
Focus on customer service
Customers are the main asset of the accounting firm. They are the ones who bring in the revenue and keep everything running. Therefore, looking for alternatives to deliver the best service and being available to answer questions is fundamental to winning a good relationship.
In addition, accountants need to position themselves as financial management consultants for their clients in order to add more and more value to results. Therefore, relying on strategic partners and automating manual processes are so important to ensure your productivity and growth.
Make good partnerships
Making good partnerships can help you win more customers and improve the quality of your service. This is because there are some partnerships that complement the service you provide and that generate even more value for your end customer.
Cora, for example, can be a great PJ account option for your accounting office and also offers an Exclusive Program for Accounting Partners, Coraliados.
By participating in the Program, you become a partner of a digital bank specialized in Legal Entities and have access to all the free features of the app, remuneration for an open account, easy account opening for your Entity clients, direct contact with a partnership manager and much more. more!
Do you want to know all the advantages of this partnership and how it can help your office be more productive and add value to your service? Go to this link and sign up.