Digital Accountancy Show 2023

Digital Accountancy Show returns 15th June 2023

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Time to rethink your cloud accounting platform? How to help your clients find the right systems to run their businesses on

Kylie Grant

Most accountants will have mastered an online accounting application such as Xero or QuickBooks and encouraged clients to use it for mutual benefit. But what do you do when a client’s needs go beyond the functionality that cloud accounting applications can deliver?


This session will help you understand how you can deliver valuable services to clients to help you and them:


  • Gain clarity about why they are considering a change. Using CRM as an example, “every business needs a CRM” is not a good reason to implement one
  • Recognise that a successful implementation usually requires consultation with various departments/users. Is the business ready to commit the time and resources required?
  • Clearly define and prioritise requirements to ensure a targeted approach to searching for and reviewing potential solutions
  • Determine the impact that any change of client systems may have on your service offering
June 15 @ 14:30
14:30 — 15:00 (30′)

Tech Academy

Kylie Grant