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Get the most from Accountex & our Client Conference

With the accounting profession in a constant state of evolution, accountants are always looking for their next source of inspiration. Whether it be a new tool for your team to use, or a new app to trial with your clients, there’s a plethora of support and events out there to launch yourself into. Accountex is by no means the least on that list. Every year they build on speakers, apps, education and knowledge available at their 2-day event in London. You might go to demo new software, or learn about the trends defining the profession, or you might be there to simply share ideas and grow your network. But how exactly do you attend such a marathon of a conference without the risk of overwhelm? How can you get best benefit from attending, as opposed to spending two days out of the office, inevitably returning to 123456 emails, and then letting everything you promised to do after the conference drop to the bottom of the list. For some, the answer lies in this year’s Client Conference, which once again is being hosted the day before Accountex.

Plotting out your client journey

As we’ve already established, the accounting landscape has radically changed in recent years, and as a result of that, client experience has never been more important. Marketing, onboarding, app stacks, pricing – it’s all connected, and for firms to thrive in this evolving industry, it’s now more crucial than ever to address the fundamental crux of accountancy businesses – serving your clients. That’s why our annual conference is this year focused on the client journey. We want accountants to recognise the importance of providing a first-class experience to your clients, and as such, we’ve crafted our conference to cover every element of your client’s journey. If you’re attending the conference, it’s an opportunity for you to start plotting out what your client journey currently looks like. Take a look at how your team operates with clients. Evaluate your pricing model. Sketch out your onboarding process. Determine your app-stack. Craft your MTD offerings. By doing this before you attend the conference, you’re going into the conference with an open mind-set of what your client journey currently looks like, and how it might be improved once you’ve heard from the speakers of the day.

Take action at Accountex

Hearing from all the speakers at our client conference will no doubt give you a long list of elements to improve in your client journey. The good news is Accountex is one of the best places to start taking action. You might need to revisit how you price based on the insights from Paul Barnes’ talk, which means connecting with the different pricing apps exhibiting at Accountex would be a great place to start. Or you might want to adjust the app stack you offer to your clients, which would lead you to many apps available to connect with. Whatever your actions may be, our approach would be to go to Accountex with a positive mindset for change. Be open-minded, be willing, be ready to try new things. With that approach, you’re in the best possible frame of mind to refresh the client journey in your firm and begin crafting that first-class experience that people are looking.

What does your client journey look like?

With Accountex a few weeks away, now is the time to start plotting out your client journey. Grab the post-it notes, or the whiteboard pens, and start writing down everything that makes up that experience, and your goals for improving it. We’ll see you at Accountex and the Client Conference!