How Successful Accounting Professionals are Deepening Client Relationships

What Accounting Clients Want Now: Successful Leaders Share Insights  

A new whitepaper from Cleardocs reveals how leading accounting professionals have strengthened their client relationships despite the challenges of the past two years with restrictions on movement, stunted business operation and a long-established way of doing things.

The pandemic forced the profession into a new way of working, accelerating the use of technology like never before. Businesses pivoted to offer online trading in an effort to survive during lockdowns and clients also adapted by communicating via Teams or Zoom.

The 2022 whitepaper, How Successful Accounting Professionals are Deepening Client Relationships, features candid interviews with 13 Australian accounting professionals and reveals how firms and their clients have adapted to these new ways of working. The whitepaper highlights both the successes and the failings, offering valuable insights for the wider profession. 

"The challenge is for the profession to change gears and focus on what business needs now – new ideas, reinvention and help with execution."

Accounting firms have always delivered an important professional service to Australian businesses but the long existing demands to deliver more strategic and value-added advisory services to clients have been brought to the forefront. Embracing automation to do routine and tedious tasks unburdens accountants to focus on the things that technology can't do – build stronger client relationships.

The whitepaper reveals valuable and easy to digest insights on: 

  • Embracing technology 
  • Innovative billing practices 
  • Being proactive 
  • The importance of good communication  
  • Responding to the "Great Resignation" 
  • Adapting to what clients need 
James Evangelidis

Lawyer in Profile

Leigh Baring
Leigh Baring
+61 3 9258 3673

Qualifications: LLB (Hons), BEc (Hons), Monash University

Leigh is a Partner in Maddocks Tax and Structuring team. Leigh has extensive experience in advising Australian and multinational companies, high net worth individuals, accountants and financial advisers on all areas of taxation law.

Leigh regularly provides advice on:

  • structuring of businesses and transactions,
  • mergers and acquisitions,
  • corporate reorganisations and distributions,
  • sale of businesses,
  • demergers,
  • capital raisings,
  • joint ventures and property developments,
  • international tax (both inbound and outbound), and
  • succession planning and liquidations.

His advice covers both direct and indirect tax considerations.

Throughout his career, Leigh has been at the forefront in developing tax-effective corporate, trust and superannuation structures.