Understanding clients' challenges, needs and expectations in 2021
Capitalise has surveyed over 150 accountants and created a new guide for accountants by accountants examining what 2021 holds in store.
To help you prepare and support your clients for 2021, Capitalise has created a guide for accountants by accountants on the challenges, needs and expectations for your clients during this next year.
Accountants from over 150 organisations shared that they are prioritising client retention, growth and acquisition for their strategic 2021 goals according to a Capitalise survey. While pursuing these initiatives, 88% will focus on raising finances to better support clients.
From what client support firms are prioritising this year, to what's most important when considering your clients' capital position, the guide covers:
how and why firms need to change with the times
using cash flow projections to maintain strong balance sheets
triaging and segmenting your clients to increase work efficiency
long-term plans post-pandemic trading
raising, recovering and protecting capital
automating services to identify future advisory opportunities
