Have you considered that graphs and numbers often need deeper analysis in order to be sure about the advice given to Clients?
Dashboards and Alerts
AAA is about extending your services from traditional historical Accounting, which is represented by the first ‘A’ in ‘AAA’.
AAA enables you, at a glance, to monitor a Dashboard for Alert conditions in a client's business. An Alert, represented by the second ‘A’ in ‘AAA’, can become the basis of an automated Report for discussion with the Client.
However, what if you suspect or know the summary picture shown by a Dashboard/Report does not tell the full story? In other words, it needs access to the underlying data and some ‘deep dive’ and ‘what if’ scenarios to properly support professional business advice to your client.
This is where the third ‘A’ in ‘AAA’ comes into the picture.
The AAA approach to Client services provides the automated tools called Action Processes, represented by the third ‘A’. These provide a low cost and highly productive way to properly support professional advice as well as assist your Client to implement it, or have you do it for the Client.
AAA is designed to provide real and measurable business value to both your Practice and your Client!
AAA Action Processes
Let's look at the difference between just Alerts and Action Processes.
In many cases an Alert requires deeper investigation, resorting to spreadsheets and custom reports. You know, double handling of data… time consuming… needs specially trained people… and resulting in Delay and Cost… also, often, Errors and Out of date information.
Contrast this with the Action Processes following an Alert. Action Processes use automation to produce analysis and fact based Reports fast, accurately, and cost effectively.
Action Processes cover the implementation of your advice, and do not leave your Client wondering about the ‘what and how to do and get it right first time’ aspects of business advice.
Action Processes provide greater business value to the client! You can be more productive and the Client sees you as a partner to their business and adding more value.
Key benefits from the AAA approach
Can be the basis of a move to value-based fees… is a real differentiator in services offered… more than replaces compliance work and fees… Clients see you as providing real value…
The evidence is there, in measurable growth in cash and profit!
Do any of these Keep You Awake at Night?
Note AAA applies to 7 of the pain points that keep SME business and Accountants ‘awake at night’ according to MYOB’s Survey of July 2015.
Cerebiz and Action Processes
More than just Dashboards/Reports and Alerts, the Cerebiz Modules incorporate Action Processes to improve Cash and Profit
CASHFLOW AND COLLECTION
WHAT IF… BUDGET/FORECAST
CASH AND PROFIT BY JOB
BENCHMARKING, and more
The Benefits: Save time, lift productivity, differentiate from competitors, and grow fees, as well as Cash and Profit for your Practice and your Clients!
Cerebiz is fully Integrated with Cloud and Desktop Accounting Systems
Data synchronisation is fully automatic
Cerebiz replaces spreadsheets and a myriad of other packages.
Instant Payback; No Brainer!
One hour a month of time saved more than covers the investment in any Cerebiz module’s monthly subscription
Extra benefits such as Debtors Cash Back can provide a multiple return on your investment.
Why not prove the benefits of AAA in collaboration with selected Clients and the 30 Days Free Trial offer here .