Why Does Your Business Need To Keep Back-Office Software Separate From The Front-Office Software?

With COVID-19 came social distancing norms. And for those businesses that could afford digital capabilities, remote work and work from home capabilities.

The increased dependence on digital and online working capabilities brought to the forefront the need to segregate the back-office from the front-office.

Ensuring an efficient front-office with the help of software

Many businesses have moved transactions with clients online, leading to the increased need for an effective online front-office. The online front-office is where clients are introduced to the business, so it needs to be attractive and engaging. Any addition of back-office features here can shift the focus from the client, leading to a poor quality user experience.

A sleek, efficient front-office will help clients better connect with your business, with more convenience and ease, and without distractions.

In the case of accounting solutions, the distinction between front and back-offices needs to be even more pronounced. Given the detail that accompanies accounting functionalities, it is important to ensure the accounting software gives the client what they want: efficiency and the ability to keep pace with business growth while continuing to provide a great user experience.

Empowering the back-office with software solutions

If the front-office software needs to engage and communicate with clients, the back-office software needs to be empowered enough to provide relevant services.

Given how accounting software has evolved, bookkeeping firms and CPA businesses need to address client needs in a comprehensive manner. Accounting is no longer about simply providing tax solutions. Effective accounting should meet the needs of a broad range of services and products geared toward streamlining operations while continuing to guide financial management decisions.

The back-office must be enabled to align with the front-office seamlessly, providing accounting functionality while allowing clients to experience ease of access to information, security for the accounting information and data, and customized reporting capabilities that are the bedrock of informed decision making.

Choosing solutions

When choosing to automate accounting and bookkeeping functions, these are some questions to consider:

• How do clients contact your business?
• What is the primary mode of communication?
• What are the products and services you offer your customers?
• What is the level of support required by your clients?

When choosing accounting automation solutions, it is vital to leverage strategic partnerships that understand unique business needs. There is no one-solution-fits-all formula; every business has diverse requirements.

An experienced strategic partner can provide back-office solutions with front-office ease and help with assessing needs of your business, especially in the context of:

• Client-focused front-office solutions or deliverables-focused back-office capabilities.
• Solutions with capacity to scale built-in.
• Solutions with insights; reliable reporting capabilities to enable decision making.
• Comprehensive assistance; including reliable customer care.
• Savings and cost-efficiencies.
• Focus on business building and adding value to client deliverables.

An experienced partner brings insights as well as expertise and understanding of accounting and bookkeeping to allow your business to continue meeting customer requirements without compromising the growth and profitability of your business.

Next Steps

• Learn more about professional accounting and bookkeeping services, and customized automation.
• Email us at sales@analytix.com or call us on 781.503.9002 today.
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Written by

Analytix Editorial Team