Xerocon, Advisory Meeting Tips, and Strategic Scenario Planning
Stay ahead in the accounting industry with our bi-weekly updates! Discover the latest trends, technology advancements, and essential insights, all while staying informed about Clockwork. Learn how to stay competitive and become an indispensable advisor to your clients.
?Read on for everything you need to know.
?? Are you headed to Xerocon this August? Come meet us!
We can’t wait to sponsor this year’s Xerocon in Nashville, TN! We’re also co-hosting the launch party with our partners Gusto, Ignition, and a few others so stay tuned for updates on that!
?? The Accountant's Playbook: How to Hold More Effective Advisory Meetings
Advisory meetings are a cornerstone of effective client relationship management for accountants looking to expand their advisory services. These one-on-one sessions are where accountants can truly shine, offering nuanced advice and building the trust that AI can’t.
Check out our article on best practices and tips for before, during, and after your client advisory meetings.
?? Mastering Scenario Planning: A Guide for Accountants
Scenario planning is a game-changer for handling financial uncertainty. By having multiple plans ready to go, you ensure your clients’ finances run smoothly, no matter what. Plus, this level of readiness gives your clients peace of mind, knowing their financial future is in safe hands.
Read our helpful 5-step process to proper scenario planning for accountants.
?? Stay in sync with Clockwork
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Looking for quicker, more accurate forecasts? Connect with our team to learn more about how Clockwork can help you ditch spreadsheets, avoid repetitive tasks, and stay ahead of the competition.