Clients can then access those specialists with experience in their industry and chosen software, but also someone who is also a good fit for their personality.
We refer based on the individual needs of each client. This referral approach has added a helpful team dynamic to our firm. These referral partners provide service that are outside our scope of speciality, so by using their expertise in those areas, we can focus on what we are good at and offer a better value-added service to our clients with this approach. Here Lisa offers her explanation of how referring new clients to her exclusive list of bookkeeping experts offers her flexibility to focus on the quality accountancy service for which Alto Accounting and Advisory are best known.įlexibility to meet the different needs of different clientsĪlto Accounting and Advisory value our network of specialists that we outsource to including bookkeepers, financial planners, and lawyers. To Lisa D’Adderio, Accountant for Alto Accounting and Advisory, a mid-tier accounting practice in Bundall, QLD, the idea offers little appeal given the strengths of outsourcing to client service. This news comes at a time where accounting practices are looking to share a slice of that pie, grappling with the decision to bring bookkeeping services in-house.
The bookkeeping industry is booming for a reason, with a new report from the Australian Bookkeepers Network (ABN) revealing that 41% of bookkeepers are in a growth phase of their business.
As accountancy firms grapple with the value of bringing bookkeeping work in-house, Lisa D’Adderio of Alto Accounting and Advisory, explains why she prefers to outsource for better client service.
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