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Five reasons why financial analysis by email improves customer loyalty.


High-quality accounting is the cornerstone of high-quality reporting. When accounting is up-to-date, riskrate reporting automation can utilize and accurately analyze even large financial data sets to perform human-like analysis and forecasting.

Customers who receive individual advisory services regularly from an accounting firm, in addition to bookkeeping and payroll, are more likely to become long-term customers. In this blog, we go through five reasons the accounting firm's personalized and regular financial analysis and forecast can significantly improve customer loyalty.

1. A personalized financial analysis that matches the customer's interests is more meaningful to her.

Personalized financial analyses and forecasts that match the customer's interests and business goals make them more meaningful to the customer. Personalization can mean bookkeepers personal commenting with a regular financial analysis and metrics, cost center follow-up, a forecast, or a human-like financial analysis that tells the customer the business's overall financial picture and growth.

2. The customer's ability to make better business decisions faster improves with financial analysis that she understands.

Customers make business decisions based on financial analysis and forecasts. Regular financial analysis via email improves the customer's understanding of their company's finances and overall direction. Clear graphs and simple human-like analysis improve the customer's understanding of their company's finances' overall picture and direction. When customers understand their company's financial situation, it lowers the threshold to turn to an accounting firm when the need for high-quality advice arises. When the customer understands the numbers, she can make better decisions faster, increasing trust in the accounting firm's partnership.

3. Customers are busy entrepreneurs and CEOs who appreciate your proactive service and predictive actions.

Accounting firms' customers are often busy entrepreneurs and CEOs, so they appreciate the firms' proactive service and predictive advice rather than reacting to events that have already happened. A regular financial analysis, including a sales forecast and critical KPIs for the entire financial year, helps the customer anticipate and prepare for possible market changes faster. When the customer can predict the future, she can make better decisions faster, increasing trust in the accounting firm's partnership.

4. High-quality financial analysis increases your customer's feeling of individual attention and appreciation.

When the accounting firm's financial reporting is personalized and regular, customers can be confident that their accounting is correct and up-to-date. Customers who regularly receive a personalized financial analysis from their accounting firm value their accounting firm more because a financial analysis increases the customer's feeling of individual attention and appreciation. This differentiates accounting firms from competitors.


5. Customers who receive individual financial advisory besides bookkeeping and payroll are more likely to be long-term customers.

Customers who receive individual financial advisory services from an accounting firm in addition to bookkeeping and payroll are more likely to be long-term customers. Satisfied customers are likelier to recommend the accounting firm's services to their peers.

We are confident you have all that's needed to grow your business. We wish you all the best, and our team is ready to support your growth.

Accounting firms utilizing reporting automation can produce high-quality financial analyses and forecasts faster and more accurately, freeing time to focus on their customers and core business.

If you want to know more about our services, our team is ready to help. Click this link to book a meeting. We look forward to speaking with you soon. Thank you.










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