In the fast-paced, packed-schedule-driven world that we live in, efficiency is key. There’s simply no time to waste when it comes to life in general; let alone operating a business.
This concept is one your business clients are familiar with. There’s only so much time in a year and they need to be optimizing their levels of efficiency. As their CPA and business consultant, it’s great to let them know how they can up their company’s efficiency, including their recent hires. Help track how their employees are doing. Gauge whether they’re offering enough of the right benefits to keep adequate employees happy and how much annual revenue is being invested in employees who’re sticking arount to grow the company (or not).
As a CPA, you’re in charge of a lot of peoples’ information and taking care of a lot of the inner workings of your clients’ various businesses. You help people keep it together, which means that you need people around you who can help you keep it together and enable you to do your best work.
Sure, it makes sense to evaluate those who are working within your company day by day. But it’s also important to evaluate your clients and whether they’re aiding or hindering your efficiency during the year and especially during busy season. Having access to your clients’ data and consulting them throughout the year about changes or problem areas enables you to see who is willing to do what it takes to grow toward their goals and those who may be simply too stuck in their old ways of doing things to be fruitful.
Not to mention, with each busy year that passes you start to recognize the patterns of certain clients’ behaviors that might be time consuming, might throw a cog in the works for your annual routine, or might just simply be annoying.
Having access to your clients’ data enables you to see what’s working for yours and your clients’ companies from the inside out. Weeding out clients or employees who have proved themselves to be resource or energy suckers is made all too simple with Peerview Data.