Introducing modern accounting to traditional clients

January 26, 2020

Many accountants dread serving “traditional” clients, who completely rely on their CPAs and do little to any accounting work for themselves. The traditional client comes in a variety of forms but most often-cited is the person who turns up right before the year-end tax deadline with just a box of receipts and invoices.

Traditional clients typically have one thing in common: resistance to change. If you mention cloud accounting to them, you’ll likely get a negative response. You can help the process by emphasizing the power of cloud accounting and how it can be transformational.

Read about commonly-cited arguments, and find out how they can be overcome for the benefit of everybody concerned.

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