Upgrade In Communication

The practices of conducting business between firms in different locations have changed dramatically over the past century or so, from having to travel hundreds of miles to deliver a message, to having to call a person on the telephone, to being able to instantly send them an e-mail or text message, to the present where we can talk to a person face to face with the tools of current technology.

This upgrade in communication makes firm management for accountants across multiple firms a lot simpler and more efficient. Learn about how you can conduct business with firms in several different locations without sacrificing the personal touches of face-to-face contact.

  1. How Do You Travel?

If you’re someone who is responsible for managing several firms at once, there’s a good chance you have to travel to see each operation in person every once in awhile. The questions you find yourself asking each time are usually about the time you have to spend and money it will cost to travel, as well as the amount of work you can actually accomplish by doing so.

Firm management for accountant can provide the necessary tools to cut the amount of trips you’ll have to make by generating reports that show you what’s happening without having to make a trip. You can keep track of the information you need and use that to decide if and when you need to visit in person.

  1. Client Communication

Keeping up with clients is one of the most important parts of running a business. You can get read a million profit and loss statements and still not be completely sure that your clients are happy and that’s why it’s important to touch base with them personally on a regular basis.

Improved firm management for accountants allows you to set reminders and task lists to make sure that you and your partners are talking to your clients. Running several firms in different locations makes this a little more complicated and improved management ensures the best efficiency when it comes to client communication.

  1. Utilize Your Internet Presence

Social media and e-mail platforms are not just for funny pictures and marketing campaigns. You can create a specific area of your website for your partners and employees that includes videos and training seminars for them to use whenever they need a refresher course. When you give people the right tools, firm management for accountants flows a lot smoother and that makes every part of your business run well.

  1. Strategic Schedules

There are a lot of key employees that deserve recognition when you run several firms successfully in different locations. The best way to make sure that all of their skills are utilized across each location is to schedule them strategically.

Watch the trends in business and use good firm management for accountants to judge where to place each person and when. The communication tools available to you with the right software will allow you to make sure that everyone knows where they’re supposed to be in order to keep every part of each firm running as you’d like it to operate.

Teamwork Among Leaders
The best firm management for accountants happens when all the people in leadership roles at your different locations are on the same page. Use video messages, group e-mails, task lists, and reminders to make sure that every leader is working from the same schedule and the same plan. A little bit of organization in this respect will go a long way to save you worry in the future!

See Jetpack Worflow In Action

Get under the hood of Jetpack Workflow’s accounting workflow and project management platform. See some of the top features and how it helps your firm standardize, automate, and track client work more efficiently.