Services For SaaS/Fintech Companies
Are You Struggling to Find Product-Market Fit?
You've built this amazing tool, but do accountants even need it?
Are you solving a real pain point?
If you are indeed solving a real pain point, are accountants thinking it's a problem they must solve?
How do you quickly validate this before running out of runway?
Early on, as a founder/leader of the Fintech SaaS company, you struggle with understanding how your software will address real-world needs for accountants. You want to make sure your solution resonates with industry pain points, compliance demands, and the evolution of accounting firm workflows.
How Do You Break Through Industry Noise?
How do you even get their attention?
It feels like there's a new app or platform for accountants every other week.
The Fintech SaaS space for accountants is very crowded. On average, a firm owner receives marketing messages from about 200 technology solutions providers.
This often requires you to tackle the first hurdle, i.e., gaining visibility and familiarity in the marketplace, using innovative marketing strategies to drive attention and reach decision-makers in firms, and showing unique value.
Are You Finding it Challenging to Build Credibility and Trust?
Why should CPAs trust you and your solution?
Their reputation depends on the tools they use, and they're naturally skeptical about new tech.
Accuracy, reliability, and compliance are the mainstays of the accounting profession. And without any kind of track record or confidence from well-regarded professionals, it's tough to earn trust.
Are You Puzzled About Scaling Sales and Partnerships?
You've landed a few accounting firms, but how do you scale this?
Should you focus on direct sales, strategic partnerships, or integrations with established platforms?
Growth beyond early adopters requires a scalable go-to-market strategy. In turn, you must decide whether to double down on direct sales, leverage channel partnerships, or integrate with tools accountants already use.
Are You Worried About Managing Client Retention and Long-Term Value?
Accountants are signing up, but are they really using the software?
If they seem to be using the software somewhat, will they stick around beyond the trial period?
Are you making their lives easier, or are they churning in a few months?
How the heck do you quickly ensure "customer success?
Once you've acquired customers, retention becomes the next hurdle. Firms will churn for competitors or to manual processes if your software isn't immediately and continually delivering value.
If any of these challenges resonate with you, the best path forward is NOT to struggle finding solutions yourself. Instead, leverage the proven solutions for Fintech SaaS Companies we provide.
Solutions for Fintech SaaS Companies
Customer Success Consulting:
With a background in SaaS product roadmaps, onboarding, customer success, and support, we specialize in customer journey enhancement and client retention strategies.
We have successfully increased B2B user engagement by 30+% and reduced churn by 70+%.
Our tailored approach helps create proprietary KPIs like the Customer Health Index (CHI) and Customer Potential Index (CPI) and strategies to create loyal customer bases, improve Net Promoter Scores (NPS), and fuel recurring revenue growth.
Consulting for Selling to CPA/Accounting Firms:
Selling faster and more effectively to CPA/Accounting Firms by defining fast-track GTM processes that align your marketing and sales messaging to resonate better with their needs and wants.
Customized to Your Needs Consulting:
Want something that fits your needs and wants as a SaaS company? We'll even help you discover the laser-focused things you must do to enhance your success.
We will help you move from the "I don't know what I don't know" stage to the "I know what I didn't know" stage so you can take concrete actions (we'll help you define such concrete actions) to pave your faster path to success.
Customer Success Consulting for SaaS/Fintech Companies
If you create software solutions for the accounting profession, one of the most challenging hurdles you face in growing your SaaS business is making your customers (accountants) successful. CHURN can be a spiraling vortex that can take away your focus. Hiring customer success (CS) people can be a tricky decision from a timing and viability perspective. You can't afford to experiment with this crucial function. Get our CS Consulting Services to set your CS function for sound footing and continued success.