Client Experience (CX) Management for CPA/Accounting firms is very different—in almost every way.
The partner structure, silos, shifting industry pressures, drive to expand into consulting/advisory offerings, the provinciality or protectionism culture over high-value client relationships and deep skepticism about new ways to create and offer value above and beyond tax/audit—we get it. We’ve lived it.
We are witnessing the profession undergo significant change which is creating increased competitiveness in both the tax/audit as well as the managed services sides of the business. Some firms are just now experimenting with reinvigorating their messaging and positioning to offer adjacent consulting/advisory services in a world where they fear their incumbent clients may not go. It’s a real struggle. We understand that most mid-sized firms are unsure how to best compete in this space. Frankly, we understand that many don’t want to compete. Why mess with a model that feels like it’s working for now, right?
CX Pilots is built for those CPA firms that aren’t willing to accept that status quo is the safest route forward.
There is no other CX (client experience) management consultancy in the world with our depth of CX/leadership expertise in the CPA/Accounting firm space. Book a call with us to discuss how we can help you. You’ll be surprised about our recommendations and industry perspective.
Accounting Firm Case Study