A shift to advisory accounting services begins with modernizing client communications

Email is no longer cutting it for accounting professionals.

Providing higher-value services like advisory and strategic guidance is vital for modern accounting firms — but doing so requires a new approach to client relationships. 

We surveyed 170+ respondents working in the back-office space to find out how teams are adapting to new workplace trends and approaching client communication to stay relevant and competitive. Overwhelmingly, respondents agree that email is still king — but a lot needs to change in order for clients to stay loyal. 

In this report, you’ll learn: 

  • Why high-value relationships are more important than ever for accounting firms

  • How today’s accounting firms rely on email to maintain relationships   

  • The (many) trends changing the way accounting teams communicate — including what needs to change for firms to stay competitive 

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