14 Ways to Leverage Client Data for New Billings

Chart of client interest in KPITop of the list? Cash flow forecasting.

By Rob Nixon

As you become a real-time accountant, one of the key steps is to strongly recommend that your clients migrate across to a cloud accounting solution. That’ll take 12 to 36 months to systematically help your clients change.

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Let’s assume you have done that. You have spent the time training them. You have helped them to get good data in, so good data can come out.