Valuable Planning & Forecasting Insights for Accountants
Laura Landmark is the co-founder of Mantle Analytics, which offers clients business insights and reporting in real-time with integrations, budgeting, dashboards and KPIs. This driver based forecasting keeps businesses future-focused and uses technology to drive value creation. Shownotes:
The accounting world is in a very exciting place right now, although it's make or break for many accountancy firms
How good are accountants at coping with the change and disruption currently happening in their world?
Accountants need to be tech savvy, but more importantly to be aware of what the tech can do
One of the biggest challenges with tech in the accounting world is getting apps and platforms to talk to each other
Why automation is so important for accountants when producing reports for their clients
A fundamental mistake accounting firms make with tech adoption is not thinking through the strategic case for their choices
Too many accounting firms think they can choose and implement the necessary tech 'inhouse'
Clients don't always know what they want from their accountant until they meet the right one
Clients often say they want a proactive accountant who will support them, care about their business and guide them
The right technology frees up the accountant to focus on the relationship with the client
How technology gives accountants the power of both leverage and scale (listen to this if you don't know the difference)
Two great examples of how mastering the technology and reporting by bringing in experts can make life so much easier for accountants and their clients
5 questions that accountants should ask themselves in trying to best serve their clients
Shout out to pricing genius Rhondalynn Koralak, who has been on the Accounting Influencers podcast twice before.
Laura loves walking, listening to podcasts, good food and wine. A creative person, she taught herself to make jewellery and in her late teens patented hair accessories. You can reach her here...