The Technology Behind a Better Client Experience

BNA was recently featured by Ignition, an industry-leading platform for accounting firms, where Co-Managing Partner Jason Ackerman, CPA, CFP®, CGMA, shared how BNA leverages technology to create a better client experience while supporting sustainable growth.

For nearly 50 years, BNA has believed that great client service starts with great relationships. As our firm has grown, we’ve continued to invest in technology that makes working with us simpler, more secure, and more convenient, without losing the personal touch that defines who we are.

We’re honored to have our approach recognized by Ignition, whose recent customer feature highlighted BNA’s commitment to innovation and client service.

Technology with a Purpose

At BNA, we don’t adopt technology simply because it’s new. Every investment is carefully evaluated to ensure it improves the experience for our clients.

From proposals and engagement letters to secure payment processing, the right technology helps streamline routine tasks while making it easier for clients to do business with us.

With Ignition, it’s streamlined, it’s easy, and clients can accept a proposal and enter their payment details in just a couple of minutes.
— Jason Ackerman, CPA, CFP®, CGMA, Co-Managing Partner

More Time for What Matters

Each year, BNA prepares approximately 4,000 tax returns and serves thousands of individuals and businesses. As our firm continues to grow, scalable technology allows us to operate more efficiently while keeping our focus where it belongs, on our clients.

We do around 4,000 tax returns a year. We have to be able to get our processes right. Ignition allows us to run the practice efficiently and continue to scale.

Automating administrative processes also allows our professionals to spend less time on paperwork and more time delivering proactive advice, building relationships, and helping clients achieve their financial goals. As Jason explains,

“If we have to put resources somewhere, I’d rather have more resources on the accounting side than on the billing side. If we can have Ignition handle the billing and administrative work, I can focus people on client work.”

Looking Ahead

Technology will continue to evolve, and so will BNA. We’ll continue investing in the people, processes, and tools that help us provide an exceptional client experience while remaining true to the values that have guided our firm since 1977.

As Jason shared during his interview with Ignition:

“Our core is just taking care of our clients, and then the referrals they send our way help drive future growth.”

We’re grateful to Ignition for recognizing our commitment to innovation and honored to share our story with the accounting profession. More importantly, we’re excited to continue finding better ways to serve the clients and communities who place their trust in BNA every day.

Contact BNA Today

If you’re a business owner looking for reliable financial guidance, we’re just a call away. Reach out to us at (803) 366-8371 or email us at success@bnacpa.com to see how we can support your goals.

BNA: Smarter Finances, Mastering Wealth Management