Accounting Tools

APRIL 17, 2024

An organization that does not pay attention to life cycle costing is more likely to develop goods and acquire assets for the lowest immediate cost, not paying attention to the heightened servicing costs of these items later in their useful lives - the result can be steadily declining profits, due to the increased servicing costs incurred.

Customer Service 75

Customer Service Budgeting Financial Analysis Cost Accounting 75

Xero

MAY 4, 2023

She wrote the first Xero “user guide” and implemented an integrated model of community and customer service in the early days at Xero. The customer experience is something that we hold with the utmost importance and we continue to evolve and foster today. Catherine has made many valuable contributions to Xero over the years.

XERO 209

XERO Customer Service 209

Plooto

JANUARY 30, 2023

If you have any doubts about the importance of customer service and building solid client relations, consider the following statistic from a Harvard Business Review study: Increasing customer retention by 5% can increase profits from 25 to 95%.

Customer Service 98

Customer Service Accounting Accounting 98

Blake Oliver

MARCH 4, 2024

We also show how AI is revolutionizing customer service, offer a fresh take on the 150-hour rule debate, and provide insights into the evolving landscape of commercial real estate taxes given the rise of remote work and decline of offices.

Customer Service 52

Customer Service Tax Accounting Accounting 52

Xero

JUNE 21, 2023

Client-first approach Tennick Accountants’ client-centric approach to accountancy is what set the firm apart, with a real focus on delivering exceptional customer service to help their clients achieve their goals.

XERO 295

XERO Accounting Accounting Customer Service 295

Xero

JULY 13, 2023

Driving digitisation Sempar has embraced technology to drive digitisation, enhance practice efficiency, and deliver exceptional client service. To top it all off, once a new client is onboarded, Sempar’s brownie supplier is triggered to automatically send a box of sweet treats to welcome the new client.

XERO 199

XERO Tax Accounting Accounting 199

AvidXchange

JANUARY 23, 2024

Additionally, the quality of customer service b e gan to diminish. AvidXchange’s proactive customer service and API integration with Advantage st ood out as valuable time saver s for Norbella’s CFO. These factors led to a willingness to explore other solutions that better met the needs of the agency.

Customer Service 52

Customer Service AP Accounting Accounting 52

Insightful Accountant

MARCH 23, 2023

In recognition of the upcoming 'National Mom and Pop Business Owners Day,' Epson gleaned entrepreneurial insights on efficient processes, reliable technology and customer service.

Customer Service 74

Customer Service 74

Nanonets

JANUARY 12, 2024

At the moment, while applying for a policy or making a claim, customers have to deal with long and tedious processes most of which are carried out manually by insurance companies. This often leads to long delays and unsatisfactory customer service ultimately resulting in losses for the organization.

Customer Service 59

Customer Service Data Entry Collections 59

Xero

AUGUST 7, 2023

ServiceM8 ServiceM8 is smart job management software for tradies and service businesses that keeps everything in one place – job cards, scheduling, staff tracking, client emails and texts, job notes, forms, online bookings, and more. ServiceM8 helps businesses cut paperwork, get more jobs done and provide great customer service.

XERO 228

XERO Bookkeeping Invoicing Account Bookkeeping 228

CSI Accounting & Payroll

APRIL 26, 2023

Accountants aren’t known for their customer service skills. Working with an accountant offers many benefits, but it can also create problems. If the relationship between your business and your accountant isn’t dynamic, it won’t be as constructive as it could be.

Accounting 98

Accounting Accounting Customer Service Payroll 98

Intuit

JANUARY 19, 2024

The following skills are helpful if you want to become a tax preparer: Knowledge of tax laws and regulations Experience with common tax preparation software Understanding of the return submission process Strong customer service skills Organizational skills and attention to detail Intuit also offers flexible work schedules.

QuickBooks 130

QuickBooks Bookkeeping Tax Computation 130

Intuit

AUGUST 30, 2023

Some companies will complete training each year before the tax season starts, but it’s always helpful to have some basic math skills, communication skills for customer service, and experience with tax software. Customer service skills and Spanish are also desirable.

Bookkeeping 130

Bookkeeping Tax QuickBooks CPA 130

Enterprise Recovery

FEBRUARY 24, 2023

Whether it's troubleshooting office issues like internet outages, customer service challenges, or trying to get paid, entrepreneurship is a busy vocation. When you own your own business, something always demands your attention. Adjust your perspective with this helpful advice for busy business owners.

Customer Service 76

Customer Service 76

CSI Accounting & Payroll

DECEMBER 17, 2023

After terrible experiences with large payroll companies that treated her like a number - and being passed from representative to representative – she decided it was time for the switch to our payroll service.

Payroll 52

Payroll Customer Service Accounting Accounting 52

Less Accounting

JUNE 15, 2023

Key Takeaways Returning customer rate (RCR) is a significant metric for e-commerce businesses as it measures customer satisfaction, brand loyalty, and business performance. Factors affecting RCR include customer loyalty, product quality, pricing, and customer service.

Customer Service 52

Customer Service Accounting Software Bookkeeping Services Bookkeeping 52

Nanonets

SEPTEMBER 22, 2023

The benefits of RPA in accounting include cost reduction, resource optimization, and enhanced customer service. RPA utilizes software bots to perform repetitive tasks such as data entry, reconciliation, compliance checks, financial reporting, and customer service. Enhanced customer service 6.

Data Entry 40

Data Entry Customer Service Accounting Accounting 40

Accounting Tools

MARCH 11, 2024

As yet another example, a report could identify those instances in which customer service personnel were unable to settle a customer’s complaint on the first contact. As another example, a report could note where production levels were lower than the production plan.

Customer Service 40

Customer Service Budgeting Cost Accounting Accounting 40

Xero

SEPTEMBER 27, 2023

For instance, if you’d like to offer a new marketing service to your customers or increase your online presence, you might put team members through digital marketing and SEO training. Innovation Employees can be full of great ideas for improving existing products, workflows or developing new ones.

XERO 188

XERO Payroll Reconciling Customer Service 188

Nanonets

JUNE 22, 2023

With all purchase orders organized in one place, businesses can enhance their order management process, improve supply chain efficiency, and offer better customer service. Customer Service Management: Companies often receive customer service requests via email.

Purchase Order 52

Purchase Order Customer Service Data Entry Invoicing 52

Accounting Tools

FEBRUARY 15, 2024

Related AccountingTools Courses Activity-Based Costing Activity-Based Management New Manager Guidebook Examples of Activity-Based Management One way to use activity-based management is to determine the total profitability of a customer, based on its purchases, sales returns , and use of the time of the customer service department.

Customer Service 40

Customer Service Budgeting Collections Cost Accounting 40

Accounting Tools

JUNE 10, 2023

Related Courses Effective Customer Service Quality Management Fundamentals What is Quality Assurance? Quality assurance refers to the complete set of systems directed at meeting designated customer service standards.

Customer Service 40

Customer Service 40

AvidXchange

JANUARY 29, 2024

We learned that customer service, fraud detection, risk management, investment management and automation are the most common use cases. On a recent episode of our “Net 30” podcast , he said, “ I think a customer service [chat bot], that ’ s expected – especially in the finance field. That makes a lot of sense to me.

Customer Service 52

Customer Service AP Accounts Payable Accounts Payable 52

Nanonets

SEPTEMBER 21, 2023

Benefits of ERP for small businesses include streamlined operations, enhanced productivity, improved decision-making, and better customer service. Factors to consider when choosing an ERP solution include scalability, ease of use, customization options, and integration capabilities.

Data Entry 40

Data Entry Customer Service Financial Reporting Accounts Payable 40

Nanonets

JUNE 28, 2023

It is best known for its Customer Relationship Management (CRM) solution that empowers businesses to manage all interactions with clients more effectively and efficiently. The CRM platform is highly customizable and allows users to automate sales, marketing, customer service, analytics, and application development.

Data Entry 52

Data Entry Customer Service Invoicing Purchase Order 52

Jetpack Workflow

DECEMBER 7, 2023

00:11:07] Customer service-oriented superstars. [00:17:30] Overall, Jetpack Workflow greatly streamlined workflow management and billing processes for Trina’s firm. Timestamps [00:02:35] The greatness of 1040s. [00:03:59] 00:03:59] Pricing 1040 tax returns. [00:09:33] 00:09:33] Hiring a superstar office manager. [00:11:07]

CPA 52

CPA Customer Service Billing Tax 52

Nanonets

AUGUST 31, 2023

From capturing data to managing customer interactions, they're doing it all with minimal human intervention. To provide stellar customer service consistently, you need a way to handle surges in queries without compromising on personal touch, speed, or effectiveness. Why automate your contact center workflows?

Data Entry 52

Data Entry Customer Service Invoice Processing Invoicing 52

Accounting Tools

SEPTEMBER 30, 2023

These costs include the loss of business from customers who go elsewhere to make purchases, the loss of the margin on sales that were not completed, and overnight shipping costs to acquire goods that are not in stock. Terms Similar to Shortage Costs Shortage costs are also known as stockout costs.

Customer Service 40

Customer Service 40

Accounting Tools

APRIL 6, 2024

Some decisions can be pushed down to individual employees , though those decisions are typically limited to expenditures related to customer service (such as unilaterally deciding to give a customer free shipping).

Customer Service 40

Customer Service 40

Billing Platform

DECEMBER 21, 2023

There are also manual (or semi-manual) processes like order changes, product/service pauses, mid-cycle subscription changes, and customer service. Given that success and profitability rely on the longevity of customers, this multi-faceted sales strategy requires the efficient and accurate handling of all customer interactions.

Billing 75

Billing Collections Customer Service Computation 75

Nanonets

AUGUST 23, 2023

With less repetitive work, the Expartio team could focus more on customer service, leading to a more fulfilling work experience. Enhanced customer service: With Nanonets, you can process documents faster and more accurately, improving your clients' responsiveness. The outcome?

Data Entry 97

Data Entry Customer Service Purchase Order Auditing 97

AvidXchange

DECEMBER 21, 2023

We found the top use cases are currently customer service (67%), fraud detection (64%), risk management (64%) and investment management ( 57%). Fifty-two percent of departments use AI for automation.

Computation 52

Computation AP Customer Service Data Entry 52

Cloud Accounting Podcast

APRIL 26, 2023

52:48) - The IRS shows customer service improvements in 2023 (54:22) - Are accountants actually experiencing a better tax season? (01:01:49) 52:48) - The IRS shows customer service improvements in 2023 (54:22) - Are accountants actually experiencing a better tax season? (01:01:49)

CPA 98

CPA Financial Statements Accounting Accounting 98

Xero

APRIL 4, 2023

For example, automating customer service and responding to customer requests. This means understanding not only how the technology could be used in chatbots, SMS and email for personalised messages, but how AI could free up your teams to focus on improving the customer experience.

XERO 289

XERO Customer Service 289

Outsourced Bookeeping

JANUARY 8, 2024

How crucial is it to you that you can easily reach customer service representatives when you need them? The accessibility and responsiveness of customer care become critical factors to consider when determining whether FreshBooks accounting is suitable for your clients.

Outsourced Bookkeeping 59

Outsourced Bookkeeping Invoicing Billing Accounting Software 59

Cloud Accounting Podcast

MARCH 21, 2024

Rounding out the episode, they answer listener questions and comments on topics including the psychological challenges of CPA firm employment, NASBA's lack of customer service, and the high fees for taking the CPA exam internationally.

CPA 50

CPA Billing Customer Service Collections 50

Counto

FEBRUARY 1, 2024

Effective store management Order Processing and Fulfillment: Ensure efficient order processing and fulfillment for prompt delivery and customer satisfaction. Customer Service and Communication: Prioritise top-notch customer service and communication to build trust and positive reviews.

Customer Service 52

Customer Service Accounting Accounting Tax 52