Discovery establishes that a customer is interested and has a problem your firm can solve. The discovery process offers the ability to do a “deep dive” into your client’s situation, uncover unmet needs, and to present a solution to the client.
You’ve got an interested party, but do you have the business intelligence to present an accurate statement of work that will solve your client’s issue while ensuring your firm’s profitability?
Smart CPA firms have evolved to implement investment advisory and insurance services to their product mix. With Cloud Practice you gain powerful tools that stops the guessing and sets your firm up for success.
By standardizing the discovery process, you’ll help turn all the CPAs in your firm into selling machines that get to know clients and who are armed with everything they need to produce accurate quotes and increase sales revenue.
Creating an accurate SOW has often been a difficult, time consuming task. Accountants do a lot of repetitive tasks, but how do you charge for a one-time task?
With automatically generated statements of work, you’ll be better suited to explain the problems you can solve for your potential clients.
The ability to discover more qualified leads is only available through Cloud Practice. Discovery is the simple process that you need to close and deliver more business.
Statements of Work explain how you’ll fix your client’s problems. Revolutionize the speed and efficiency at which your firm offers its services.
After defining the client’s needs and aligned services with budget, Cloud Practice converts your internal document into a client ready quote. Simply and effortlessly provide quotes that account for services and time and integrate into the entire process.
