Jessica Veiga

Jessica Veiga

Jessica Veiga is an experienced B2B marketing expert with a history of working in software, SaaS, technology, accounting, and services spaces. Jessica's passion for social sciences and communication drew her to sales and marketing, where she has worked with clients across a range of industries, including retail, education, technology, and more. With real-world experience at top marketing and software companies in Boston, assisting hundreds of businesses across numerous stages of growth, and a BS in Psychology & Counseling, Jessica is uniquely qualified as a senior leader and team player to help lead businesses to maximize their reach, tell their stories, digitally evolve, and build mission-driven marketing strategies.

Recent posts by Jessica Veiga

7 min read

Solve Your Capacity Planning Challenges With These 4 Action Items

By Jessica Veiga on Nov 26, 2021 11:00:00 AM

Achieving any form of balance or equilibrium within accounting can be like learning a new language: it’s far easier said than done. 

It’s more like trial and error—you keep at it and try different strategies until you start to get the vocab slightly less wrong before you start to get it right.

With capacity planning—your firm’s ability to handle the demand of work from your current and prospective clients—it’s an iterative process that’s dependent on learning the nuances of your client's needs and the way your firm operates. 

Capacity planning is (almost) always a constant state of guessing, adapting, and adjusting until you’ve found yourself in that perfect balance point.

But getting to that balance point has been made easier thanks to new tools and knowledge sharing that helps accountants get it right the first time. Improving your capacity is something nearly every firm is capable of doing.

Topics: scalability accounting firm challenges firm creativity Capacity planning
10 min read

To Better Serve Clients, Focus on These Soft Skills in Accounting

By Jessica Veiga on Nov 11, 2021 1:45:00 PM

Accounting isn’t just about numbers. At its core, a career in accounting is a career in people and relationships.

So for accounting professionals to find success, they must go above and beyond day-to-day accounting services. The key to unlocking this next level of performance is developing soft skills.

Topics: firm creativity firm management Soft skills accounting training
7 min read

Better CAS Means Better Questions: 5 Questions You Should Be Asking Clients

By Jessica Veiga on Nov 3, 2021 7:00:00 AM

How does an experienced accounting professional merge their years of experience and skills with the specific needs of their clients? To be honest, it ain’t easy, but it’s an essential piece of providing accounting advisory services.

Topics: Accounting advisory services CAS firm creativity client assessment
10 min read

How to Know Which Clients Would Benefit from Advisory—And What They Want From You

By Jessica Veiga on Oct 26, 2021 10:00:00 AM

Let’s take a moment to consider how different accounting is these days.

It’s no longer just about balancing books, running payroll, preparing taxes, and performing audits. These are still priorities, of course, but thankfully AI makes all of these much easier on accounting firms. In addition, clients now want year-round engagement with their accountant as a trusted financial advisor, not a simple tabulator.

The data supports this realization: the Sage Practice of Now study from 2020 showed that 54% of accountants think business advisory is a critical skill for future employees in the field, up from 44% in 2019. That’s because their clients are asking for more than plain old bookkeeping—they want help running their businesses.

Topics: Accounting advisory services CAS firm creativity CAS Practice
7 min read

Want Happy Accounting Clients? These Strategies Will Help

By Jessica Veiga on Oct 12, 2021 11:00:20 AM

There’s a lot of chatter in accounting circles and on accounting social media about the importance of client advisory services. Much of the messaging focuses on how CAS is the future of the industry and should be considered a huge money-making opportunity for accounting firms.

Topics: happy accounting clients happy clients
8 min read

The 5 Deliverables Businesses Really Want From a Virtual CFO

By Jessica Veiga on Sep 29, 2021 1:07:13 PM

With emerging softwares and progress in automation, the role of the modern accountant is changing. We’re not saying that tech is here to take an accountant’s job—far from that! But we are saying that it’s changing the game for all levels of accounting professionals.

Topics: firm creativity CFO services Virtual CFO
7 min read

When's the Perfect Time to Offer CAS Services?

By Jessica Veiga on Sep 23, 2021 11:15:00 AM

The accounting industry is changing, and more business owners are looking to accountants as trusted resources for securing their financial future. This creates a new opportunity for firms everywhere to start offering CAS services—they can be your key to growth in this year and beyond.

Topics: Accounting advisory services CAS Accounting firm strategy firm creativity
7 min read

How Bookkeeping Fits Into CAS & Why You Should Set it to Autopilot

By Jessica Veiga on Sep 7, 2021 2:00:00 PM

You know good bookkeeping is at the heart of healthy financials—and client advisory services (CAS), too. Whether you’re serving individuals or businesses, maintaining accurate, up-to-date ledgers and creating timely financial reports lie at the core of what you have to offer your clients.

Topics: Bookkeeping CAS firm creativity
8 min read

Follow These Marketing Best Practices to Drive More CAS Leads

By Jessica Veiga on Aug 20, 2021 9:00:00 AM

As the leadership coach Marshall Goldsmith wrote, “what got you here won’t get you there.” And when it comes to marketing your accounting firm, he’s right.

That’s because most firms built their client foundation on bookkeeping and tax preparation services, which are repeatable and fairly consistent from client to client. But how do you take those services even farther down the road to growth?

You have to shift your mindset and your approach.

9 min read

What Accounting Firms Need to Know to Overcome Talent Retention Challenges

By Jessica Veiga on Aug 12, 2021 9:30:00 AM

Talent shortage is a problem in accounting. It has been for decades, and it’s only getting worse. Firms face a historical struggle to find quality accountants—and keep them—while focusing on growing the business.

Topics: Accounting firm hiring accountant retention turnover accounting firm management
7 min read

Your Most Urgent Need Is Capacity—Here's How to Increase It

By Jessica Veiga on Jul 22, 2021 10:00:00 AM

If you could pull a lever to create more capacity at your accounting firm, would you? Of course you would! We know from speaking to many growth-focused firms that capacity is a major issue, and firms will do whatever they can to increase it.

Topics: Accounting firm growth firm creativity Firm Capacity Bandwidth
8 min read

The Most Important Metric for Firm Growth Is Revenue Per Client—Here's Why

By Jessica Veiga on Jul 9, 2021 9:00:00 AM

How do you drive success in terms of sales and growth? Are you looking at average revenue per client (ARPC) as a key metric?

To be fair, ARPC is a metric often prioritized by software companies, but in this day and age, firms can learn a lot from this simple yet valuable metric. And yes—we know that it’s often overlooked or regarded as a vanity metric...but we also know that’s not the whole story!

Topics: scalability Accounting firm growth firm creativity Revenue per client

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