This blog was originally published on the AICPA’s subsidiary, CPA.com website. Maribel is a member of the Advisory Board for CPA.com and the AICPA Digital CPA Conference. As an advisory board member, Maribel helps empower CPAs and businesses for the digital age.
Becoming a digital CPA firm is an immediate benefit to clients; that’s a no-brainer. Clients’ systems become more secure and efficient with fewer touch points. Clients will have real-time access to their data and remote access to data from most digital devices. In addition, they get to see their financials in a dashboard format that is easy to understand. You would think that there would be few if any challenges, right?
Clients enjoy predictability from their service providers. Predictability is a crucial ingredient to the trust equation. Attempting to change the processes and the way they must now think about the information brings instability, even if the client understands the benefits. A usual question is, “Why change a system that is working well at this time?” Timing can be an issue since we usually try to make these changes to coincide with the client’s fiscal year end, but it may not be the most convenient time for the client if they have an important event or vacation planned.