Lockstep

JANUARY 25, 2023

Accounting is often thought of as a purely financial discipline, but its role in customer experience (CX) and providing customer delight should not be underestimated. With its unrivaled ability to track money flows and optimize financial processes, accounting can play a vital role in enhancing the customer experience.

Account 83

Account accountant accounted Start-ups 83

Summit CPA

MARCH 19, 2024

Michael Johnson emphasizes the importance of choreography in business, particularly in creating memorable experiences for customers and team members.

59

59

Insightful Accountant

JANUARY 25, 2024

Top 100 ProAdvisor Laurie O'Neil shares her experience participating in an event hosted by Hector and Carlos Garcia last October.

105

105

CTP

OCTOBER 5, 2022

Here’s the cold, hard truth: Client experience is what makes or breaks a tax practice. Today, I’m going to share my easy, 5-step recipe for cooking up a VIP client experience through automated services. Step 1: Provide A Guided Custom Experience. DON’T let this happen to you! They are trusting you with their money (i.e.

Technology 105

Technology Tax Start-ups B2B 105

Summit CPA

JULY 20, 2022

Customer experience (also known as CX) is becoming increasingly important. Now more than ever, customers have a range of companies to compare, and they are often choosing the company that offers the best customer experience. Even if a service costs more, clients are willing to pay for more value and better experience.

CPA 52

CPA Account accountant accounted 52

Insightful Accountant

MARCH 3, 2024

QuickBooks planning upgrade to the Human Resource (HR) experience for QBO Payroll users.

quickbooks 52

quickbooks payroll 52

Xero

JULY 15, 2022

An improved navigation experience. Not only will this simplify the experience you have when navigating through our product groupings, but it will allow you to more closely engage with incidents to find the one that’s relevant to you (should you want to know more about it). Here’s what’s new. What you can expect to see from the changes.

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105

Menzies

DECEMBER 6, 2023

The key to driving value from the audit process is enhancing the overall experience. Don’t let go of a good audit team As soon as a business has found a good audit team, that delivers a good experience, it’s worth keeping them.

audit 52

audit auditor accounting and finance chartered accountant 52

Insightful Accountant

APRIL 17, 2024

Thomson Reuters has just announced an expanded vision based on providing GenAI assistant for every professional it serves.

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105

PYMNTS

NOVEMBER 5, 2020

As the B2B commerce landscape innovates, it is continually after that "Amazon-like" experience forged in the consumer commerce world. But for B2B vendors and suppliers, the unique needs of corporate customers cannot be ignored, making a consumer-like buying experience particularly complex. Pricing Complexities.

B2B 143

B2B B2C accounting and finance Sales 143

CPA Practice

FEBRUARY 2, 2024

This case study describes how a top 200 firm, YHB, successfully implemented Suralink leading to an improved employee experience and a dramatic increase in productivity. By empowering employees with the right tools and resources, firms can put their people first, keep clients happy, and grow.

52

52

Going Concern

FEBRUARY 28, 2023

One idea that has been batted around and deployed on a limited basis is integrating work experience in public accounting and college credit to grant units toward the additional 30 required. “I’m all for figuring out a way to formalize one year of work experience tied in with their education,” Mehta said.

Education 104

Education New Jersey Account accountant 104

Canopy Accounting

DECEMBER 13, 2023

In this ebook, you'll learn 4 ways to create a top tier experience for clients while optimizing your firm's internal processes for long-term and more profitable relationships.

52

52

Ryan Lazanis

NOVEMBER 22, 2023

Check out these innovative ideas regarding customer experience improvements. I also shared a bit of backstory about my personal experience. The post 7 Innovative Ideas to Level Up Your Firm’s Customer Experience appeared first on Future Firm.

Account 52

Account accountant accounted 52

Accounting Today

OCTOBER 25, 2023

A firm's strength lies in its dedicated team of professionals committed to ensuring client satisfaction, regulatory compliance, and streamlined operations.

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92

Going Concern

MARCH 3, 2023

years experience level and Partners: Position Change from 2020 Supervisor/Managers II +5.7% The post Survey Says: Virginia Accountant Salaries By Experience Level appeared first on Going Concern. years $97,145 $100,000 Senior Manager: 10-14.9 Accountant III +10.7% Supervisor/Manager I +12.7% Senior Managers +13.9% Partners +0.5%

accountant salary 70

accountant salary Virginia Account accountant 70

PYMNTS

DECEMBER 23, 2020

But the reality is that the consumer experience itself is the new currency in loyalty.”. Whether it is with a small, medium or mega-sized merchant, Hondal said businesses need to reimagine their loyalty strategies to manage customer experiences and ensure that they are consistently delivered throughout the organization.

Retail 106

Retail Sales 106

Dent Moses

AUGUST 2, 2023

The post A Personal Experience with Identity Theft appeared first on Dent Moses, LLP. Our bank’s branch manager quickly assisted my wife in taking the best action. Be sure to review last week’s post , as we outlined some additional steps you can take to safeguard your accounts and data.

Maine 52

Maine Account accountant accounted 52

PYMNTS

DECEMBER 14, 2020

She explained that consumers do not generally think much about the payments piece of the shopping experience unless it does not work. Friction-filled experiences, however, can actually give retailers key opportunities to engage frustrated customers on a deeper level. Keeping Omnichannel Payments Invisible.

Retail 139

Retail Government Sales 139

Withum

JUNE 22, 2023

Microsoft’s Viva is an accessible, functional and integrated employee experience platform built within Microsoft 365 and Microsoft Teams that gives your organization support, connections, insights, education and more using your existing infrastructure. We can’t wait to show you what Viva can do. The best part?

Education 98

Education Technology 98

PYMNTS

DECEMBER 11, 2020

In fact, nearly one in four buyers say their purchase experience during the pandemic will make them less likely to shop in person in the future, indicating that digital retail processes are here to stay. These lasting effects make it imperative for dealers to step up their digital offerings to remain competitive.”.

Retail 113

Retail Sales 113

Summit CPA

AUGUST 17, 2022

C ustomer experience has become a hot topic lately. As extensive research has been conducted, many conclusions have pointed to the impact employee experience has on the experiences your customers have. We all know that the better experience your customers have, the more customer loyalty your brand has.

CPA 52

CPA Account accountant accounted 52

Withum

FEBRUARY 7, 2024

Here are some things preparers and clients can do to make the experience more valuable for themselves. I assembled it to make tax season a much better experience for everyone. Let’s Chat The post How Client and Tax Preparer Collaborations Can Create a More Valuable Tax Preparation Experience appeared first on Withum.

tax preparation 59

tax preparation Tax tax return 59

PYMNTS

FEBRUARY 1, 2021

This, despite the fact that consumers are not only accustomed to modern, seamless payments in almost every aspect of their lives, but studies show 1 in 4 patients say they’d switch to another provider or doctor that offered more payment options and a better patient experience. The prescription for the patient experience malaise? “If

Healthcare 107

Healthcare Hospitality Education Start-ups 107

Xero

MARCH 8, 2023

It might feel uncomfortable, but we can all benefit from hearing the experiences of others. The post International Women’s Day: UK founders share their experiences and advice appeared first on Xero Blog.

Construction 82

Construction accounting and finance Start-ups Finance 82

PYMNTS

SEPTEMBER 3, 2020

Organizations that take this approach have greater control over user experience and customization, both of which are key to fostering lasting relationships between buyers and sellers. Build Versus Buy. There is an inherent value in building B2B eCommerce platforms from the ground up.

B2B 87

B2B Technology Manufacturing Maine 87

PYMNTS

SEPTEMBER 29, 2020

Digitized experiences are on the rise, and PYMNTS reported that this is likely to become more prominent as the holidays roll around — Halloween events, Black Friday and even Santa Claus have planned digital versions coming. The host agrees to ship said items after the session is over, although some things like food can't be bought this way.

Account 94

Account accountant accounted 94

ThomsonReuters

MARCH 17, 2023

Learning curves and experience gaps Senior accountants are overwhelmed with the demand to train newly minted staff while dealing with an industry undergoing increasingly complicated and complex compliance concerns and scrutiny. How can firms bridge gaps in experience? Move over “Great Resignation”; the “Big Squeeze” is taking over.

Tax 59

Tax CPA Gaming Account 59

PYMNTS

OCTOBER 6, 2020

Improving the B2B Customer Experience. The B2B customer experience, noted several panelists, now includes payments. And the better the payments flow, the better the experience, overall. Benchmarking can help, said Rosenblatt.

B2B 84

B2B Technology accounting and finance B2C 84

PYMNTS

SEPTEMBER 14, 2020

"The Amazon experience" is now a worn-out catchphrase in the world of B2B eCommerce. Certain experience can, indeed, be replicated across a consumer-to-business shopping context, and end-goal in both scenarios for marketplaces is to please the online shopper. A Unique Experience. The payments experience is part of that.

B2B 107

B2B B2C Manufacturing accounts payable 107