Tuesday July 20, 2021
Accounting Paired with AllProWebTools, A Perfect Match
AllProWebTools solves the communication and organization problems common to:
- Freelance accountants
- Accounting businesses with many different accountants
- Public Accounting
- Management Accounting
- Internal Auditing
With an improved customer relationship strategy, plus calendar integrations and productivity tools, accountants can meet the needs of more customers.
They Work Well Together
The Workflow Timeline gives owners, managers, and employees access to a live feed of important business updates.
- Stay connected and in-the-loop without making phone calls to check on progress.
- Staff on the road get important client updates and tasks in real time.
- New appointments and orders post in real time.
- All the tools below post to the Workflow Timeline, making it a powerful tool for small business owners.
Making use of AllProWebTools’ timecard and tasking tools, both of which post to the Workflow Timeline, makes it much easier to track progress on various projects. All employees can scroll through the timeline to see what work has already been completed, and what’s next.
- Timecards: Workers clock in to specific projects, and clock out each time they switch tasks. For companies who bill by the hour, this provides accurate to the minute data for the invoice.
- Pay in Advance: Companies can also charge a retainer and have employees clock in to drain from that retainer.
- Track Sales Commission: If the company has a sales team, automatically track their commission based on business generated.
- Tasking: Managers and workers can assign each other tasks with various priority levels. Tasks can be shared among several employees and set to recur on any schedule. It’s perfect for setting a to-do list for each project.
- Updated tasks post to the Workflow Timeline, so all employees can track progress.
They Love Meeting New People
Having a web presence is also a great way to acquire leads, provide information to potential customers, and give current customers a place to recommend the company’s services.
- Online Scheduling: Customers can make appointments and orders onlinewithout picking up the phone. This is perfect for business owners that spend a lot of time playing phone tag.
- Image Slider and Photo Gallery: Perfect to show off your services, satisfied customers, and location.
- Opt-In Lead Box: Send new customer notifications as a text directly to the owner or manager, to keep up with leads on the go.
- Video Testimonials: Let satisfied customers speak for themselves with engaging testimonials.
Tapping into the resource of past customers can give an edge to small businesses that do outstanding work.
- Automated Email Marketing: Find out how many website visits, leads, and appointments result from each individual email campaign.
- Send automated emails to past customers at set times after a job is completed to offer upsells and special deals, or to request a testimonial.
- Opt-In Lead Box: Offer emailed special offers and coupon codes from a lead box on the website.
Accountants and AllProWebTools, The Long-term Relationship Type
Using Customer Relationship Management tools (CRM) helps keep customers happy and draws in new leads.
- Client Notes: Internal client notes post automatically to the Workflow Timeline, so everyone has the most current information. This is great for keeping current with updates on the go.
- Customer Database: Keep the contact information of all past customers, current customers, leads, affiliates, and more in one database, integrated with the sales pipeline.
- Acquire Leads: Search for businesses that might benefit from the company’s services, using the online tool.
- Drop a map pin on the desired location, and instantly access contact information and a preview of the websites of local businesses. Leads can be added directly to the sales pipeline.
- Mobile Invoicing: Generate accurate to the minute invoices instantly from a mobile device.
Accountants, meet your other half, the sophisticated but very user friendly AllProWebTools. We constantly improve our software to meet your industries needs, we are a perfect match for accountants!