Enjoy a More Profitable and Rewarding Career as a Trusted Advisor

Have you ever provided free, informal advice to your clients? Thanks to the latest technology, it’s now easier than ever to turn your help into a profitable and resilient career. Formalizing and billing for your advice as a trusted advisor opens the door to higher value, more fulfilling, and more enjoyable work. You’ll also be ready to meet rising demand by clients across APAC for services such as financial planning, risk management, and strategic guidance.  

As Cheah Chun How, a Chartered Accountant from Malaysia, says, "Cloud-based technology and AI elevate the accountant's role from data entry to that of a trusted advisor who interprets reports and guides businesses.”

Here's how QuickBooks Online Accountant can help you make the most of your skills and experience as you build stronger and more rewarding relationships with your clients.

Time for high-value work

Routine tasks, such as data entry, reconciliation, and generating reports, can take up much of an accountant’s day. By automating these and many other functions, QuickBooks Online Accountant frees up time to develop a higher-value advisory model. 

"I love that I can upload multiple transactions without the need to key them in one by one,” says Ratanak Lok, Managing Director of Goodville Business Consulting in Cambodia.

Adelline See, Head of Operations, found that automation saved even more time by improving accuracy. “Automating renewal notices has reduced manual errors as well as ensuring timely communication with clients,” she says.

Deep financial insights 

Your clients are operating in a fast-changing environment. Responding quickly to market shifts, cost pressures and operational risks depends on timely, accurate, and relevant information 

QuickBooks Online Accountant has sophisticated analytics tools to provide financial and business insights. These findings are then presented as reports to help you and your clients gain a deeper understanding of their financial position.  

"I tell all my clients that QuickBooks Online Accountant is more than accounting software,” says Eric Chan. “It offers a series of management reports which can help you to understand what is going on.”

With this level of information at your fingertips, you can guide your clients through complex financial challenges as well as identify opportunities for improvement and growth. 

Easy collaboration

A successful advisory practice is built on strong relationships. Your clients want to think of you as an ally—someone they can trust to be on their side. 

QuickBooks Online Accountant provides strong support for a high level of collaboration. For example, you and your clients can access real-time financial information simultaneously so you can both respond quickly to unexpected changes or emerging risks. As the platform is cloud based, you can hold these vital discussions any time, and wherever you happen to be.

Help with your growth

As a trusted advisor you’ll be well positioned to build your business by attracting a wider range of clients. As you make the transition, QuickBooks Online Accountant will provide resources, training and support to help you develop your advisory capabilities and ensure the whole process goes smoothly. QuickBooks Online Accountant will also help foster a culture of continuous learning to ensure your long-term success as the accounting profession continues to evolve.