Discussion: Using Aider to Support Advisory Services
AARON ADAMSON & ALEX POLAMERO: 🚀 Are You Ready to Revolutionize Your Accounting Practice? 🚀
What if I told you there’s a tool that can transform your client engagement, boost your profitability, and automate mundane tasks, all while freeing you up to do what you do best – offering high-value advisory services?
Introducing AIDER – Your New Secret Weapon!
In this discussion, Aaron Adamson and Alex Polamero talk to Brendan Roberts of AIDER and talk about how it can be used to support advisory services.
Imagine this: Increasing your lifetime engagement value and annual engagement value per client. AIDER makes this not just possible, but seamless.
Many accountants only offer higher-value advisory services to a small percentage of their clients. The rest? A legacy base. But it doesn’t have to be that way! AIDER connects these clients, providing a dashboard that pinpoints engagement opportunities.
Reports? Done in a flash. AIDER’s reporting features allow you to quickly demonstrate the value of ongoing advisory services. Upselling to a higher-level service plan has never been easier.
Now, let’s talk about AIDER’s generative AI capabilities. Need insights for a client meeting? Recommendations based on their data? Or a compelling proposal to upsell services? AIDER’s AI has got you covered.
The principle? “Management by Exception.” AIDER monitors client data, flags significant changes, and allows you to focus where it matters.
#Accounting #AdvisoryServices #AI
