A service to literally transform your firm
A study by Mavenlink, the #1 project management software integrator of Google + Microsoft + Intuit, revealed that 73% of their clients spend more than 1 hour per day per user jumping between applications, often duplicating data entry.
Influenced by the new normal, accounting firms have started to reevaluate their technologies.
With 20 years experience helping accounting firms, Avii will consult with you on best practices that apply specifically to your firm's current software environment.
Consultation
Work with an accounting consultant who will evaluate your WFH environment, identify your essential practice management software, and discuss approaches for optimizing your firm's automation.
Automation & Workflows
Suggest which of your processes can be turned into automated workflows to expedite work, comply with policies and regulations, and keep your team and your clients informed, collaborative and moving faster.
Client & Team Experience
Evaluate how automated reminders and alerts will improve document requests, sharing and annotation processes. Share how other firms have improved client response times and structured strict access privileges.
Resource Management
Determine if project templates will help you assign work to your best-suited accountants and start projects faster. Also evaluate your projects and workflows.
Offer Details: You will receive up to 15 hours of free consulting services.
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