The Hidden Tool Stack Problem Most Owners Never Count

In this clip, discover a powerful advisory question that reveals a hidden inefficiency in your client's business. By asking clients to count the tools their team touches throughout the entire customer journey—from first inquiry to final payment—you'll uncover a surprising gap between their perception and reality. Most discover they're juggling 7-9 separate systems when they thought it was just 4 or 5. This single question becomes the catalyst for a transformative advisory conversation about streamlining operations and reducing complexity. From the course “QuickBooks Online for Accountants Module 9: Advisory Conversations for the Evolving Platform” (1.5 CPE credits, Accounting, Intermediate): https://www.cpetoday.com/course/qbo-online-for-accountants-module-9-advisory-conversations-for-the-evolving-platform-26c01486 Taught by CPE Today. More from CPE Today: https://www.cpetoday.com/instructor/cpe-today Taught by Atiba Lewis. CPE Today offers live webinars, Live Replays and self-study for CPAs and accounting professionals. NASBA-sponsored (ID 167619) and an IRS-approved CE provider. https://www.cpetoday.com/ #QuickBooksOnline #AccountantAdvisory #ClientConversation