Most accountancy practices use Xero, QuickBooks, or Sage to service small clients. These finance systems are great for small organisations, but once your clients outgrow them, what options are available for you to continue servicing them? This document will help you:
Identify the warning signs that your client is outgrowing their current finance software
Keep clients for longer by moving them onto a finance system suitable for mid-market organisations
Provide higher value services by using systems designed for your client’s size
Learn tips to seamlessly implement mid-market software into your firm.
This document summarises the discussion between four finance industry leaders, Dan Cockerton, Founder of Digital Accountancy Week & Magazine; Helen Bassett, Director at Smith & Williamson; Patience Thody, Deputy CEO of the Wildlife Trust; and Rob Howard, Founder of Accurise Ltd accountancy practice.
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