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Infographic: 4 Reasons to leverage technology in your accounting firm

December 18, 2017
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Consultant Doug Sleeter, an Accounting Hall of Fame member, pointed out in 2014 that, “small and medium-sized businesses no longer simply require tax and compliance-related services. They need – and want – advisory services.” At this point it is no secret – businesses want their accountant to help their business grow by providing advisory services. However, many firms are stuck asking a follow-up question, “How can I manage to accomplish all of the requirements that my compliance work demands of my firm while also providing advisory services?”

With the growing number of ways accountants are serving their clients, technology can provide a quick and easy way to offer a higher number of these consultations while helping your clients better understand their financials. By investing in technology solutions, firms can free up time for partners to create deeper relationships with clients that allow them to develop specialized, high-dollar services that can improve the way their clients run their businesses.

Implementing technology solutions that help streamline redundant tasks can increase revenue and profits by 21 percent. Additionally, three out of four clients of financial services think their CPA is behind or just keeping up with technology. By onboarding new technologies you can not only increase your firm’s bottom line but also appeal to your client’s and prospect’s expectations.


Additional Resources

Book: Tech Roadmap for Selecting the Ideal Solutions to Thrive in Business Advising

Whitepaper: The Automation Revolution: How Technology is Changing the Way Firms Operate

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About the Author


Raleigh, N.C.-based Sageworks, a leading provider of lending, credit risk, and portfolio risk software that enables banks and credit unions to efficiently grow and improve the borrower experience, was founded in 1998. Using its platform, Sageworks analyzed over 11.5 million loans, aggregated the corresponding loan data, and created the largest

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About Abrigo

Abrigo enables U.S. financial institutions to support their communities through technology that fights financial crime, grows loans and deposits, and optimizes risk. Abrigo's platform centralizes the institution's data, creates a digital user experience, ensures compliance, and delivers efficiency for scale and profitable growth.

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