Integrative Advisory Services

Expanding Your Accounting Services Beyond the Cloud
 
 
Standards Information Network (Verlag)
  • erschienen am 25. Oktober 2017
  • |
  • 192 Seiten
 
E-Book | PDF mit Adobe DRM | Systemvoraussetzungen
978-1-119-42200-6 (ISBN)
 
Stop crunching numbers and start truly serving your clients
Integrative Advisory Services is the CPA, accounting professional and bookkeeper's guide to the future. As technology paves the way for increased self-reliance and DIY financial services, much of the traditional data entry tasks of accounting professionals and bookkeepers will be reduced. Yet, nothing can replace the human side of the client-advisor experience and the desire to improve your clients' businesses with financial information. Technology will continue marching on, so accounting professionals must adapt to the changing marketplace to thrive in this new paradigm. This book shows you how to provide the kind of value that technology cannot: human connection. Rather than simply reporting data, today's accounting professionals have an opportunity to take a much more active role in their clients' business by analyzing the story behind the numbers, understanding both operations and finance, and guiding the client toward the outcomes they need. Creating an ongoing relationship throughout the year allows you to be proactive rather than reactive, and help your client's business at a holistic level.
Your business owner and CEO clients can get the numbers from the computer too--but, they come to you for personalized advice, explanations, and guidance based on their unique situation and financial needs. This book shows you how to take on more of an advisory role and become a critical component of your client's success.
* Spend less time crunching numbers and more time advising clients
* Become an integral part of the client's decision-making process
* Provide real value by clearly communicating financial data analysis
* Become the strategic partner your client cannot do without
Cloud technology, machine learning, and artificial intelligence are not the death knell for financial advisors; in fact, they're the opposite--they do the number crunching for you, leaving you more time to provide the personal guidance that no computer could. As the financial advisory industry evolves, Integrative Advisory Services is your real-world guide to adapting and thriving.
1. Auflage
  • Englisch
  • Newark
  • |
  • USA
John Wiley & Sons Inc
  • Für höhere Schule und Studium
  • |
  • Für Beruf und Forschung
  • 3,46 MB
978-1-119-42200-6 (9781119422006)
1119422000 (1119422000)
weitere Ausgaben werden ermittelt
AMY VETTER, CPA, CITP, CGMA, has held many executive positions and leadership roles in the accounting technology industry overseeing customer, sales, education and marketing programs both nationally and internationally. Amy also has experience running multiple client accounting practices, including her own companies and as a partner in a CPA firm. Vetter is an advocate and evangelist for the accounting profession and entrepreneurship. She has inspired thousands of accountants and small business owners as a keynote speaker on business, financial, technology, and work-life balance topics. Vetter has been recognized as one of the Most Powerful Women in Accounting by CPA Practice Advisor, one of the Top 100 Most Influential People by Accounting Today, and was previously selected as one of the outstanding 40 under 40 by CPA Technology Advisor.
Preface
Acknowledgments
Introduction
Chapter 1: History of the Accounting Profession
From Compliance to Advisory
Technology and Humans
Looking Back on Accounting
Reaching for the Cloud
Mankind versus Machine
New Opportunities Abound
Where Does Your Business Go from Here?
Summary
Endnotes
Chapter 2: Bringing the Human Side to Technology
The Old Way of Data-Flowing versus the New Way
What CEOs Want from Their CFOs
Choosing Your Vertical Industry Niche
Steps to Create Your Cloud "Platform"
The Cherished Advisor Journey
Summary
Endnotes
Chapter 3: The Cherished Advisor
The Transformation Journey beyond the Technology
Documenting the Business Processes
Obtaining Needed Technical and Business Skills
New Staffing Model
Pricing and Packaging
Summary
Endnotes
Chapter 4: Strategies for Marketing Your New Advisory Experience
How Do You Want To Design the Client Experience?
Building an Overall Architecture
Creating and Implementing a Marketing Strategy
Online Marketing
Networking
Referrals
Summary
Endnotes
Chapter 5: Creating a Successful Sales Model and Client Onboarding Process
The Science of the Sale
The Simple Sales Process
Client Onboarding Process
Creating a Project Plan
Automating Your Internal Processes with CRM
Summary
Endnotes
Chapter 6: Building Lasting Relationships
Creating Personalized Virtual Relationships
Creating Touch Points to Stay Engaged
Interpersonal Awareness to Succeed as an Advisor: Collaboration, Influence, Negotiation, and Communication
Leadership Capabilities to Grow the People Around You: Team Satisfaction and Rewards
Succession Planning Tactics for Bringing Up The Next Generation Of Leadership
Summary
Endnotes
About the Author
Index

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