CPA Firms Can Streamline Revenue Processes Through New Engineered Advisory Accelerator Service

Changing practice management systems can be a major hassle, but automating billing, payments and collections can take only 30 days with a new Engineered Advisory Accelerator service.

The new service not only automates revenue processes – and speeds up cash flow – but also optimizes client engagements by unlocking data from the firm’s own CRM system. The software platform is used by numerous IPA 100 accounting firms and uses emerging innovations like AI and machine learning to uncover insights quickly and accurately from vast amounts of data.

“In some firms, more than 10% of valuable partner time can be lost to invoicing,” said relationship manager Heidi Henderson. “One major firm saw 89% of their invoices paid within two weeks under the new platform while saving 40 hours of staff time per month. As firms grow and shift their emphasis to providing advisory services, improved billing, payments and collections processes not only help firms themselves but clients too. An intuitive easy-to-use portal allows clients to pay invoices with a single click.”

The Engineered Advisory Accelerator is committed to helping CPA firms improve how they run their own businesses while meeting their clients’ ever-changing needs. Streamlining internal processes gives firm professionals more time to spend on what they do best – serving clients.

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