Accountants and Bookkeepers

Partnership Your Way

At Exact Business Consulting, we want to form long-lasting partnerships with accounting and bookkeeping firms and help you improve your business directly by assisting you to move to the cloud as well as indirectly by helping your clients run their businesses better. Read on to see just some of the areas we can help with and get in touch for a free meeting.

Improve Your Business Processes

Cut down on job processing time and effort and reduce errors.

Increase Margin On Clients

Make your clients more profitable and increase the value you provide at the same time.

Practice Management Transition

We can assist you to move to a cloud-based practice management solution.

Improve Practice Staff Efficiency

We can provide training in applications such as Excel.

Become a Trusted Advisor

We can help you add value to your client relationships.

Stop Worrying About File Versions

Do away with large file transfers as we help transition your clients to cloud-based accounting software.

Become a Trusted Advisor

These days as an accountant, just doing compliance work isn't enough to differentiate your offering, no matter how well you do it. Likewise, just making sure every transaction is captured and coded correctly isn't enough for a bookkeeper either. Fortunately, as the financial guide for your client, you are in a strong position to be able to position yourself as a trusted advisor and increase your incoming fees as well as client stickiness. Exact Business Consulting can help with this transition as we partner with you to improve the running of your clients' businesses. Rather than the traditional referral model where you make an introduction and then step back, we come in as a partner and ensure that you are highly visible throughout the process. Not only does this ensure that any solutions implemented also make life easier on your side, it shows the client that you are proactive in ensuring that they have the support they need to effectively run their business.

Improve Practice Staff Efficiency

We don't just make your clients more efficient - we want to help make you more efficient as well. We can provide training in applications such as Excel with content that is relevant to the way you use it within your practice. At Exact, we don't just teach you how to use software, we also teach you when to use it and when something else may be better. Beyond applications, we can also help with your business processes and flow of information to make things happen faster and with less mistakes. Basically, we can do for you what we can do for your clients but with the added benefit of experience gained from working with many other accountants and bookkeepers.

Practice Management Transition

A traditional on-premise practice management software solution has a large IT footprint, often requiring multiple servers. With the advent of cloud-based practice management applications, it is possible to say goodbye to most of those servers forever. We can help with recommending the specific solution for you, as well as the migration process itself, including the necessary change management processes. Changing your practice management software is a big undertaking but the benefits are also there if you invest the time to do it properly.

Increase Margin on Clients

If you are like most accountants and bookkeepers, the following scenario is sure to ring a bell. You have a client that always takes more time than anyone else to complete jobs for because of archaic software, siloed information, split systems or some combinations of all of the above. If you charged according to the actual time it took to do the job, it would be prohibitively expensive and they are easy to deal with and always pay on time, so you don't want to lose them. We can help here by coming up with a solution that will solve the problem stopping them from being able to move on to more modern software and join their data together. This will allow you to do their work with much less time and effort and restore your margins, with the added benefit of making the client's life easier thanks to your advice.

Stop Worrying About File Versions

Moving your clients to cloud-based accounting software will enable you to make file transfer issues and desktop software version juggling a thing of the past, leaving you to focus on what makes you money. Decreasing your reliance on running multiple versions of desktop software to open your clients' files allows you to decrease your dependence on servers and cut down the application footprint on your workstations. With cloud-based accounting platforms, there's no big download needed and you don't need to worry about whether the client has given you the most recent copy of the file and then trying to get your changes back into the current version of the file that they are using.

Improve Your Business Processes

Issues like data silos, data duplication and data re-keying all contribute to longer processing times and higher overheads, as well as having the potential to lead to mistakes. Exact can help alleviate these issues through a combination of people-based and technology-based solutions. Eliminating staff frustrations by reducing manual data work both increases employee engagement and brings down job overheads so there are benefits to both the practice and individual alike.

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