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Find confidence in your own abilities and the tools you use to provide Advisory Services to your clients
Advisory

Value Yourself & The Tools You Use

Better yet, learn to value yourself and the confidence in your skills and your tools will shine through in your performance.

If you rely on software/tools to show your skill set, that’s simply not enough. You must be able to understand and explain the results to your clients, so they have confidence in your services and continue to trust you with their business.

Not understanding the results your software provides can put your clients’ businesses in jeopardy.

So how can you show clients that you value yourself, your skills, and your tools? A few ways:

1. Choose high quality software

2. Learn the software inside and out

3. Share your knowledge with your clients

4. Involve clients in the process

Read on to learn more about how you can value yourself and your tools.

Choose high quality software

By choosing to work with high quality software like Dryrun, you are investing in your own business and your clients’ businesses.

In your advisory business, knowing every single aspect that impacts your clients’ cash flow is crucial for their success. Especially if you’re working with small to medium sized businesses, where cash is a little more influential in their day-to-day operations.

Luckily, Dryrun software offers everything you need to learn your client’s business and collaborate with them in real time.

The cash management forecasts allow you to help clients deal with potential shortfalls and make a comeback plan before it’s too late. Risk planning features also allow clients to see a “what if” forecast which can help with their decision-making process.

Importing bills, invoices, and other information from their accounting software is extremely easy with mainstream integrations with the biggest accounting platforms like QuickBooks and Xero. Clients can also see when payments are made on these bills and invoices, getting a live snapshot of their finances as changes are made.

Finally, the platform is collaborative so if they have questions, comments, or concerns, you’re just a message away!

Learn the software inside and out

By becoming a Dryrun Partner, you’ll also be assigned an account manager who will help you learn the software inside and out.

This will allow you to really customize your advisory services for your clients, so they have the utmost confidence in your services. This will be reflected in your performance with their company, and will provide quantifiable results to your clients, which helps establish you as a trusted advisor.

Share your knowledge with your clients

Part of the reason our Dryrun Partners are so successful is that they have learned the platform inside and out AND share this information with their clients so they can participate.

It can be uncomfortable speaking with accountants who just use “accountant speak” and don’t simplify things or explain what certain results mean to their clients. Don’t be that accountant.

We teach you everything you need to know to share this knowledge with your clients, which helps establish greater trust in your services for their business.  

Involve clients in the process

By using the collaboration tools Dryrun offers, clients aren’t left in the dark when they drop off their accounting papers at their accountant’s office. The software is integrated directly with their accounting software, and they can enter the platform to see results or run reports at any time.

They can also join in from afar on a collaborative platform, eliminating the need to visit a physical office ever again. This helps your client save valuable hours commuting where they could be working to build their business.

Takeaways

By choosing a high-quality software, half the work is done for you. Learning everything you need to know about cash management and using the software to your advantage will put you leagues ahead of your competitors who simply bombard their clients with “accountant speak” and numbers. Further, sharing this knowledge with your clients will make them feel like part of the process and will tie your services into their business.  Involving them in the process allows them to trust your advice when they can run reports and see the results themselves.

Ultimately, trusting yourself to pick the right platform and learn the software to help build your business is crucial for success in cash management and advisory services.

See if Dryrun is a fit for you.