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Why Client Payments is the Most Overlooked Opportunity in Accounting Tech

02 Apr 2025
Advisory Live
In this session, we’ll challenge the common misconceptions surrounding client payments and explore why they represent one of the most transformative yet often overlooked opportunities in accounting technology. Despite the wide range of software offering payment automation and the promise of making payments a seamless service line, many firms are slow to adopt these solutions. For those who do attempt it, they often get stuck with tools that see limited client adoption, leading to time-consuming and costly processes instead of increased efficiency. This presents a significant opportunity for forward-thinking firms to take the lead. Featuring real-world examples from firms that are embracing digital transformation, this session will provide actionable strategies to help you integrate tools and workflows effectively. Whether you’re aiming to reduce inefficiencies, deepen client relationships, or free up your firm to focus on other work, you’ll leave with practical insights to drive success. Key takeaways include: - The importance of education to overcome slow adoption - How to ensure a smooth implementation and mitigate risks through a step-by-step approach - Deepening client relationships through higher-value work
Speakers
Henrik Grim, CEO & Co-founder - Mimo
Stuart Grosvenor, Director - HB&O
Angelika Buciene, VFO Client Manager - HB&O
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