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What SMBs want and 5 ways to meet their needs

If you would like to learn more about What SMBs want and their needs Then this white-paper is for you:

• SMBs have spoken: They like their accounting firms. Data from the survey shows that survey participants trust their accounting firms and equate their role with company success.
• More than half (58%) of the survey participants are interested in more services from their accounting firms–not surprising since SMBs are focused on how to control costs and optimize cash flow. Indicative of these areas of focus is the increase in real-time bookkeeping services for SMBs, which rose from 37% in 2019 to 64% in 2024.
• While survey participants showed a preference for accounting automation, apps, and the cloud, they also signaled the importance of working with a tech-savvy firm.
• Communications play an important role in the client experience and building trust. SMBs rated their reaction to different communications scenarios, based on what would prompt them to stop referring and why they'd move on.
• Survey participants showed a higher lack of tolerance for common performance mistakes when compared to the communications category. All top-five reasons to fire ranked at 54% or more. While errors and missed deadlines topped the list for reasons to leave an engagement, inefficiency and disorganization rated higher for non-referral

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