What to pay attention when we digitized our accounting company to be successful

More and more access to Romania, digitization represents a Acute necessity in an accounting company. Although the work is already structured, the company expands, there are more and more customers and some processes can become bulky to employees and often overwhelming. Like any process of change, Digitization needs time to adapt and customize both the needs of employees and the company. We offer under some elements, which you must take into consideration during the digitization process, to have immediate results:

Your corporate team will notice the immediate benefits of digitization. Therefore, their work process will be digitized and some things will simplify or will not be done. But when human nature integrates a new process and usually does it, it needs tests and practice. Therefore, employees will examine a series of practices of the new systems implemented on the basis of the procedures.

The procedures must include all the information that employees must know, in order to be able to use the systems. In addition to them, a series of rules must also seem to respect the entire team, so that the chaos of change is not created.

From the simplest things, such as the addition of customer data to an Excel, export of relationships to the end of the month or make sure that the tax returns have been sent correctly and punctual, through the platform, to Anaf. All this information must be exhibited in a passage procedure, which employees can follow.

It is possible to support the use of procedures and the practice of new systems through competitions and prizes. Therefore, employees will feel more motivated to be involved.

For example: a monthly activity in the form of competition, in which the most efficient employee (depending on the implemented system) receives a prize. In this way, employees will feel more motivated, because they will benefit from a reward and will appear the feeling of competitiveness.

As a source of inspiration, we suggest you follow our case study, in which we have helped an accounting company to digitize.

All things are gradually done and the purpose of digitization should not be lost in sight: A breathable and efficient environment, both for employees and for employers.

2. The person intended for digitization – Project Manager?

The changes, whether they are professionally or aimed at our personal life, are not seen in a positive way. Since the way to change is often difficult.

For a correct transmission of information and respect for all procedures, a manager is necessary. A person to ensure that all this digitization process occurs at an organized rhythm. It is a recommendation that we offer to any company. At the same time, this person will remain in contact with the consultant, so that the information is transmitted correctly and can anticipate any problem in time.

The digitization of a accounting company is a continuous process. Therefore, in addition to the actual implementation, we offer consultancy services on work processes, training and transfer of know-how to all team members, processes documentation and therefore digitalization and automation.

With our support through those listed above, the role of the internal person will be vital. Will have The responsibility to support the formation of new habits and to ensure that attention remains on the details that help the company to achieve its objectives. In addition, the internal person will have much more influence on employees and things will take place at a faster pace. Which will lead to avoid excess zeal and complement to new processes.

3. The efficiency of the tasks and respect for the deadlines: the path to success

In an accounting company, employees have multiple and often repetitive tasks. The results of digitization occur with the implementation of the management of employees’ activities. Once employees begin to manage their correct time, the efficiency of the responsibilities will increase. In this fact, it will be avoided:

• overcoming the deadlines as the team will have a better organization

• Predictability will increase, so any problem can be solved over time.

What you need to consider in this case is the well -being of employees at work and the change that will occur in daily routines. Everything must be taken step by step, so that employees can adapt to the new work style.

It is important to mention that before examining the effects of digitization on this plan, the digitization solution will be adapted to the process already used in the accounting company. A radical change will not be necessary, which will affect the entire company. The actual structure will be used, but in a more advantageous form for the work environment.

Therefore, not only buy a tool and therefore find out if it is suitable for your employees. But you will benefit from the advice, to understand the needs of the team and that the company has the ability to evolve in a subsequent phase. Therefore, you will choose the best for business and you will not keep employees with insignificant changes.

4. Reports and information collected – Useful elements in decisions

The information represents power. As well as the relationships in the tools, you will benefit in the digitization process. Although you are used to spending hours in Excel relationships, reports can now be displayed in real time.

In addition, old habits to keep up with all the changes during the month can turn into a myth. Now you have these solutions that help you make concise and fast decisions. If the use of these relationships is transformed into a routine, the effects of digitization will leave their mark in a very short time. We identify only a few things from which you can benefit, following the relationships:

• Start of new negotiations, as regards contracts with customers.
• Note some differences/omissions/errors both in customers’ data and in the recordings made during the month. Even more important, you will be able to identify customers who do not bring documents in time and delay the closing process.
• Increase/minimization of prices to current services based on the complexity of services
• Transparency in discussions with the customer. You will have everything available, being prepared for any confusion that the customer would have. In addition, all additional services for the monthly subscription that have been brought will now be visible.

You will no longer have to look on the right on the right, trying to see what is going on in business. All information will be at one click.

Digitization is closer than ever, you just have to take a few steps to benefit from its advantages. If you need help in this process, we suggest you book a first free meeting, pressing the button below.

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