Less taxes, and more financial management as client needs increasing

Less taxes, and more financial management as client needs increasing

Where have active clients needed more support over the past 12 months?

Financial management

68%

67%

Regulations and compliance

43%

57%

Filing taxes

52%

61%

Managing staffing costs (e.g., payroll, expenses)

45%

62%

Moving to digital record-keeping

54%

60%

Financial forecasting

45%

65%

Succession planning*

59%