Download or read book The Definitive Guide to Client Accounting Services written by Hitendra Patil and published by CPA Trendlines. This book was released on 2021 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Definitive Success Guide to Client Accounting Services written by Hitendra Patil and published by CPA Trendlines. This book was released on 2021-03 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Firm of the Future written by Paul Dunn and published by John Wiley & Sons. This book was released on 2012-06-12 with total page 478 pages. Available in PDF, EPUB and Kindle. Book excerpt: Provides accountants in small and medium sized firms the tool to expand services beyond attest and compliance functions. Shows how to transition to other professional services that clients value. Provides a pro-forma business plan for mapping a three to five year plan for the transition to a successful practice. Positions consulting as an extension to traditional services, not just an alternative. Includes many real world examples of accountants who have made a successful transition to new services, discussing the challenges and the results achieved. Focuses on quality of life issues and how to get there.
Download or read book Integrative Advisory Services written by Amy Vetter and published by John Wiley & Sons. This book was released on 2017-11-20 with total page 198 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Download or read book The Successful Professional Client Accounting Practice written by Carl S. Chilton and published by . This book was released on 1983 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Value Pricing for Accounting Professionals written by Mark Wickersham and published by Kogan Page Publishers. This book was released on 2022-07-03 with total page 281 pages. Available in PDF, EPUB and Kindle. Book excerpt: Accountants and bookkeepers are working long hours but not making the profits they should. A value pricing strategy can lead to better prices for accounting professionals and better results for their clients. The concept of value pricing is simple to understand but many accountants struggle with the price conversation and lack the confidence to charge higher prices. Value Pricing for Accounting Professionals is a practical guide to building a clear pricing strategy, feeling more confident and increasing earnings. It covers the critical steps to pricing a new client and how to re-price existing clients without losing them by quantifying value. The book's step-by-step approach is backed up by dozens of real-life case studies of firms which applied these methods to get better results, along with benchmarking research based on a survey of thousands of accounting professionals. There is guidance on calculating a profitable price, creating effective packages and managing the 'invisible' cost of scope creep, and new insights into meeting clients remotely and pricing in difficult economic times. Become more profitable and deliver extraordinary solutions to clients with this essential guide to effective value pricing.
Download or read book Accountaneur written by Hitendra Patil and published by CPA Trendlines. This book was released on 2016-06-07 with total page 194 pages. Available in PDF, EPUB and Kindle. Book excerpt: ***** SAVE WHEN YOU BUY DIRECT FROM THE PUBLISHER AT https://store.cpatrendlines.com/shop/accountaneur/ ***** Advance Praise for Accountaneur(r) "Accountants need to be more than just accountants and Hitendra creates a way for accountants to look at themselves. He calls it the Accountaneur(r). This book contains a great deal of new thought about what accountants should be doing. It is a required read for all professionals, partners, and non-partners. Leaders at accounting firms have a huge responsibility to create a business environment conducive to growth and achievement, not just at their firms, but especially for their clients. Hitendra brings a perspective that helps accounting firm leaders find answers to key questions that will lead to entrepreneurial achievement."- August J. Aquila, CEO, AQUILA Global Advisors LLC, consultant to professional service firms, author, and speaker. "What impressed me the first time I met Hitendra is his drive to help others reach their potential. This book does just that. You will learn and appreciate what an important role the accountant plays in our business and personal lives. Hitendra makes the profession come alive. If you are in the accounting profession, or thinking about it, you must read this book!"- Chester Elton, New York Times best-selling author of "The Carrot Principle," "All In," and "What Motivates Me" "Entrepreneurs create wealth and opportunities for others. Entrepreneurial accountants make it possible for entrepreneurs. Accountaneur(r) is a probing question bank for accountants who want to be entrepreneurial."- Allan D. Koltin, CPA, CEO, Koltin Consulting Group Inc. Are you an Accountaneur(r)? Think different. Taking a cue from several research studies across different professions and industries that identify traits, strengths, talents, skills, values, and beliefs, we identify the most common attitudes and beliefs of successful accountants who can be deservedly called as entrepreneurs in the true sense of the word. An Accountaneur is an entrepreneur whom, with considerable initiative and risk, organizes and manages a business that provides tax, accounting, and advisory services to solve problems for people, for profit, or, for pay, by employing productive labor and technologies. So, the difference between an Accountaneur(r) and an accountant lies in his or her traits, strengths, talents, skills, values and beliefs. There are three types of people in the professional world. Those who work for others, i.e. in a job. Those who work for themselves, i.e. who create a job for themselves. And those who create jobs for others. An Accountaneur(r) either works for him or herself or is the one who creates jobs for others in the tax and accounting profession. Are you an Accountaneur(r)? If you work for yourself or if you have created jobs for others in the tax and accounting profession, you are an entrepreneur, rather an Accountaneur. You are an Accountaneur if you chose not take up a job, but chose instead to create a business. More at http://cpatrendlines.com/author/patil
Download or read book Developing a CPA Practice written by James J. Stapleton and published by Wiley. This book was released on 1997-08-04 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book focuses on marketing and expanding an accounting practice.
Download or read book CPA s that Sell written by August J. Aquila and published by Irwin Professional Publishing. This book was released on 1996 with total page 172 pages. Available in PDF, EPUB and Kindle. Book excerpt: Not a typical selling books, this resource assists CPAs in becoming more efficient in business development. CPAs will learn how to attract new business by effectively promoting their professional services and how to plan a successful sales call, with tips from accountants who sell every day.
Download or read book The Definitive Guide to Blockchain for Accounting and Business written by Saurav K. Dutta and published by Emerald Group Publishing. This book was released on 2020-09-30 with total page 218 pages. Available in PDF, EPUB and Kindle. Book excerpt: Blockchain is a disruptive technology potentially impacting how economic transactions are recorded, stored, and verified. Despite such ramifications, there is a lack of literature discussing this from the accountant’s perspective. Through real-world cases this book distils an abstract technology to relatable experiences for business professionals.
Download or read book Integrative Advisory Services written by Amy Vetter and published by John Wiley & Sons. This book was released on 2017-11-03 with total page 175 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Download or read book Leading An Accounting Firm written by Troy Waugh and published by John Wiley & Sons. This book was released on 2017-05-15 with total page 400 pages. Available in PDF, EPUB and Kindle. Book excerpt: The secret ingredient to any successful firm is great leadership. Fortunately, this new book demonstrates that great leadership skills can be nurtured and learned. Using the model of the pyramid to illustrate his concept, author Troy Waugh builds a case for ongoing leadership development, guiding you through the essential ideas and practices that are at the core of great leadership and great firms. Using this powerful framework, you can improve your personal leadership and build great leaders around you. Developed specifically for CPA firm leaders, it covers the full spectrum of leadership development, including: Leading Self Leading Staff Leading Strategy Leading Systems Leading Synergy Plus, you’ll hear from more than 40 of the profession’s top leaders. Recognizing the multitude of approaches to leadership, Waugh reached out to colleagues in some of the most well-led firms in the profession and asked them to share their leadership experience and philosophies.
Download or read book How Clients Buy written by Tom McMakin and published by John Wiley & Sons. This book was released on 2018-03-13 with total page 279 pages. Available in PDF, EPUB and Kindle. Book excerpt: The real-world guide to selling your services and bringing in business How Clients Buy is the much-needed guide to selling your services. If you're one of the millions of people whose skills are the 'product,' you know that you cannot be successful unless you bring in clients. The problem is, you're trained to do your job—not sell it. No matter how great you may be at your actual role, you likely feel a bit lost, hesitant, or 'behind' when it comes to courting clients, an unfamiliar territory where you're never quite sure of the line between under- and over-selling. This book comes to the rescue with real, practical advice for selling what you do. You'll have to unlearn everything you know about sales, but then you'll learn new skills that will help you make connections, develop rapport, create interest, earn trust, and turn prospects into clients. Business development is critical to your personal success, and your skills in this area will dictate the course of your career. This invaluable guide gives you a set of real-world best practices that can help you become the rainmaker you want to be. Get the word out and make productive connections Drop the fear of self-promotion and advertise your accomplishments Earn potential clients' trust to build a lasting relationship Scrap the sales pitch in favor of honesty, positivity, and value Working in the consulting and professional services fields comes with difficulties not encountered by those who sell tangible products. Services are often under-valued, and become among the first things to go when budgets get tight. It is now harder than ever to sell professional services, so your game must be on-point if you hope to out-compete the field. How Clients Buy shows you how to level up and start winning the client list of your dreams.
Download or read book Profit First written by Mike Michalowicz and published by Penguin. This book was released on 2017-02-21 with total page 225 pages. Available in PDF, EPUB and Kindle. Book excerpt: Author of cult classics The Pumpkin Plan and The Toilet Paper Entrepreneur offers a simple, counterintuitive cash management solution that will help small businesses break out of the doom spiral and achieve instant profitability. Conventional accounting uses the logical (albeit, flawed) formula: Sales - Expenses = Profit. The problem is, businesses are run by humans, and humans aren't always logical. Serial entrepreneur Mike Michalowicz has developed a behavioral approach to accounting to flip the formula: Sales - Profit = Expenses. Just as the most effective weight loss strategy is to limit portions by using smaller plates, Michalowicz shows that by taking profit first and apportioning only what remains for expenses, entrepreneurs will transform their businesses from cash-eating monsters to profitable cash cows. Using Michalowicz's Profit First system, readers will learn that: · Following 4 simple principles can simplify accounting and make it easier to manage a profitable business by looking at bank account balances. · A small, profitable business can be worth much more than a large business surviving on its top line. · Businesses that attain early and sustained profitability have a better shot at achieving long-term growth. With dozens of case studies, practical, step-by-step advice, and his signature sense of humor, Michalowicz has the game-changing roadmap for any entrepreneur to make money they always dreamed of.
Download or read book Xero written by Amanda Aguillard and published by John Wiley & Sons. This book was released on 2021-04-30 with total page 448 pages. Available in PDF, EPUB and Kindle. Book excerpt: Learn how to maximize value and increase efficiency in Xero with basics and best practices Xero: A Comprehensive Guide for Accountants and Bookkeepers is a how-to guide for Xero’s US-based advisors. Xero is rapidly gaining traction as an accounting and bookkeeping software, as competitors’ strategic changes have left professional advisors looking for an alternative. The rapid adoption of cloud technology by businesses has left many accountants and bookkeepers in need of a guide to quickly gain the Xero skillset. This book covers all features available in the Established subscription plan in Xero. You’ll walk through the technical details of how to take advantage of everything Xero has to offer. In addition to introducing you to the basics of using Xero, this book provides best practices that will help you streamline bookkeeping workflows and leverage this cloud-based accounting platform. Author Amanda Aguillard also connects the dots between accounting theory and the Xero interface and features, so you will understand exactly why you’re doing what you’re doing. In today’s cloud computing world, we need all our tech tools to play nicely together, and this book delivers on that goal, showing you how to integrate Xero to your other software for seamless operation. Master Xero’s interface and features—specific for the US version of the software Learn how to integrate Xero with other cloud-based software Discover best practices that can help you maximize the value you get from using Xero Access the companion website, full of templates for reports, invoices, bills with payments, and more Xero: A Comprehensive Guide for Accountants and Bookkeepers , along with its companion website, is your one-stop resource for becoming fluent in the features and functionalities of this global accounting software platform.
Download or read book Independent Consulting written by Elijah M. James and published by Trafford Publishing. This book was released on 2000-12-22 with total page 350 pages. Available in PDF, EPUB and Kindle. Book excerpt: Independent Consulting: The Definitive Guide is neither a manual on consulting exclusively nor a textbook on consulting exclusively. Instead, it is a combination of both. If you are interested in consulting as an accountant, the book does not provide you with the necessary accounting skills. It assumes that you are already appropriately qualified as an accountant. However, it does provide the consulting skills that will help to make you a successful independent consultant in accounting.
Download or read book The Definitive Guide to SOA written by David Schorow and published by Apress. This book was released on 2008-10-21 with total page 524 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Definitive Guide to SOA: Oracle® Service Bus, Second Edition targets professional software developers and architects who know enterprise development but are new to enterprise service buses (ESBs) and service–oriented architecture (SOA) development. This is the first book to cover a practical approach to SOA using the BEA AquaLogic Service Bus tool. And it's written from the “source”—BEA Systems AquaLogic product lead Jeff Davies. This book provides hands–on information to developing SOA–driven applications with ESBs as central components. It also gives strategic guidance on SOA planning, web service life–cycle management, administration of an ESB, and security considerations. Author Jeff Davies is careful to cut through theory and get straight to demonstrating successful use of the product.