Late spring to early summer is an excellent time to consider what changes you would like to see in your practice. As busy season closes and you have the space to work through upcoming adjustments and advancements, or test new technology tools, working more closely with your technology vendors may be in your future.
Having been on both sides, first leading a Client Advisory Services practice and now having the opportunity to lead an Intuit team, I am privileged to see from both perspectives how technology changes can benefit an accounting practice. As advancements continue, it is increasingly essential for firms to work closely with–I like the term technology consultants–to reach solutions that can ultimately help clients and employees.
One of the most crucial aspects of successful consultant/firm interaction is the shared vision and goals between the two parties. Imagine deciding to train for a marathon, but not telling anyone. It is significantly harder to reach such a massive goal without a support system, and it is especially difficult if that support system does not know your specific goals and how they can help. This is true of the partnership between a tech consultant and a firm. A shared vision and aligned goals can provide the necessary support to help the accounting practice use technology to its fullest potential.