The profession of chartered accountant, or how to help clients reduce their costs

You are new to the accounting profession, your firm is struggling to grow or you want to develop your relational skills with your clients. Your clientele is mainly made up of very small and medium-sized enterprises, the study of the rationalization of the costs of VSE / SME clients is an interesting service to offer them.

The goal is to offer your current or future customers a new service which they did not benefit from until now. Your objective is to best support your clients through assistance, advice, responsiveness and professionalism, priorities of the cabinet-d-expertcomptable.com group.

To negotiate your assignments as well as possible, you can provide advice and information on simple subjects on a voluntary basis and get paid for assignments resulting in significant budget savings. To build customer loyalty, remember that companies can turn to specialized firms for the optimization of expenses, but these do not have your knowledge of the company as a chartered accountant firm. follow up with your customers.

Managers are hired full-time for the proper functioning of their companies and sometimes do not have the time necessary to:

It is important to be efficient in the management of business expenses, you must offer tailor-made support to your customers. Your diagnosis and your reflection on customer files will identify potential sources of savings. This approach differs from the usual missions of the chartered accountant. The research and study of cost reduction must be carried out outside the fiscal period, when all the statements of results are issued. It is important to have a good understanding of the company’s internal accounting in order to correctly analyze its figures. You will thus be able to return the mission to the client, containing all possible sources of savings.

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Following the validation of the mission and your cost optimization solutions, you will actively assist the client, taking the necessary time during the implementation of improvements. You must educate your customers so that they adopt the right gestures to reduce expenses so that they can stay on the right track. It is through the accompaniment that you will demonstrate the new assets of the chartered accountant and that you will retain your customers.