As accounting, bookkeeping, or outsourced CFO firms of all sizes look to expand services and better serve their clients, many are asking: How? It starts with picking the right tools to grow your firm’s capabilities and competencies in the eyes of your clients.
Your firm may be focused on transactional work today. This work will continue to serve as a critical foundation with your clients. Moving beyond bookkeeping though requires adopting new toolsets to equip your firm to keep up with the speed of your clients’ businesses. Firms that can more quickly understand the business objectives and likely financial outcomes of their clients will better anticipate and advise their clients. This will reposition your firm as a trusted strategic advisor. So what should you look for when evaluating your software toolset? Look for next generation capabilities in the software such as KPIs and dashboarding, budgeting, data analysis, plan management and automated insights.
Telemetry Pro was built to support strategic decision making, by first automating manual work associated with bookkeeping, and thereafter powering the evaluation and analysis of that data for faster time to knowledge.
Telemetry can help your firm save time and money by first:
Then Telemetry can represent your firm with every interaction by: