Enterprise collaboration software has come a long way in recent years. Where before there were niche solutions that addressed one or two pain points, now there are crossover tools that seek to overcome multiple organisational challenges. This blurring of lines has caused confusion among leaders.

As an accountant, your primary focus is on providing clients with specialised knowledge and professional services they can’t reasonably handle themselves. However, you still operate a business, and branding is a key part of growing your business and being successful over the long term.

Teamwork makes the dream work is a popular saying. But it’s a sentiment that’s often easier said than done, especially when it comes to cross-team collaboration.

Business leaders are always looking for ways to improve the bottom line. This typically means either selling more products and services to increase revenue, or doing more with less to reduce costs.

With today’s digital noise and limited results from offline approaches, marketing for any industry or profession can present a challenge. But marketing for accountants can be particularly thorny for a few reasons:

Workflow management for accountants revolves around two things: clients and information. You need clients to provide their financial information so you can act on it. Then you need to properly circulate that information—coupled with information your staff produces—between your firm and clients.

If you and your team are constantly fishing for documents in a sea of email chains, it’s time to modernise your approach to file sharing. Storing important documents on individual hard drives and sending them as attachments via email or basic file transfer services is an outdated and inefficient method of document sharing.

Running an accounting firm, whether solo or with a team, is challenging in many ways. You must keep up with new legislation, continually perfect your craft, and ensure your clients are satisfied. Moreover, clients present one of the biggest roadblocks:

Every organisation generates documents as part of doing business. Organisational growth compounds the number of forms, reports, and spreadsheets, all of which can quickly become a headache in the absence of a formal document management program.

“I’ve been working for other accountancies too long. I need some independence, so starting my own accounting firm is my next goal.”