Accountants Should Partner Up to Deliver the Best Service for their Clients

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Finding the best cloud-based solution for your clients can be tricky – how do you navigate the thousands of apps out there and pick the best one?

Roger Fredrick, a chartered accountant from Trident Financial Group is one of our Referral Partners. Trident Financial Group are business advisors that work predominantly with SMEs, “we provide accounting and tax advice and services, along with providing options for cloud-based technologies to improve their business efficiency,” explains Roger.

One challenge Trident Financial Group had was not knowing about what solutions were available and where to start. This is where Business Continuum come into play. Chung Hui, director of Business Continuum explains, “we work with businesses and accountants to implement cloud applications to help businesses grow and improve their business operations.” As an Implementation Partner, Business Continuum works together with firms like Trident Financial Group to implement cloud-based solutions.

Together, they were able to transform one of Trident Financial Group client’s inventory management processes. “One of my clients had a large warehouse full of stock…they’d be out on the floor looking at inventory when clients called up, requesting for certain products,” explains Roger.

By recommending and implementing Unleashed Software, they managed to transition from a hands-on approach to managing inventory to an online-based inventory management software. As Roger reveals, “they have a much better picture of what stock they have in different product categories in different warehouses. It made their ability to invoice and quote much easier.”

How do Referral Partners and Implementation Partners work together?

Referral Partners and Implementation Partners work side by side to ensure the client has the appropriate software and that it is correctly set up.

When Trident Financial Group has a client with a problem, they help their clients address that challenge by referring them to Business Continuum. From there, Business Continuum will identify their needs and implement the appropriate software. “We chose to partner with an implementer so that we can offer the best service to our client,” explains Roger.

Business Continuum works alongside accountants and their clients to implement cloud software solutions. “We make sure that we select the right cloud software solution for their business needs, and then we help implement and handle the change management for the client,” says Chung.

Navigating countless apps on the market can be tricky but if accountants and Implementation Partners work together, they can help their clients solve their business challenges and grow their business with the appropriate software.

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Melanie - Unleashed Software

Article by Melanie Chan in collaboration with our team of Unleashed Software inventory and business specialists. Melanie has been writing about inventory management for the past three years. When not writing about inventory management, you can find her eating her way through Auckland.

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