Use a centralized data management system to store and organize your financial information. Having a single source of truth ensures that everyone works from accurate, up-to-date information—which can minimize back-and-forth and unnecessary meetings. Centralized data also makes it easier for you to manage, share, and securely collaborate on files with clients.
Automating repetitive tasks, especially low-value ones, gives your accounting team more time to focus on clients or revenue-generating activities. With the right software, your firm can create automation rules for tedious processes, such as sending clients agreements, signing paperwork, or producing reports
