the accountant as a strategic business partner
shift from transactional to advisory to become vital to your clients’ success.
by katie thomas
traditional accounting roles are evolving, now more than ever, as client needs change. ask 10 of your friends, and most will assume that an accountant is a number cruncher and focuses on compliance issues.
and, to some degree, these people are correct.
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certified public accountants know a lot about numbers. they analyze them, forecast them and “crunch” them, but over 50 percent of firms now offer client advisory services and have become strategic partners with clients. accountants are doing a lot more today than even a few years ago.
why?
client needs are evolving, and you, as their accountant, are in the perfect position to serve them. after all, you’re viewed as a trusted advisor and have access to the data to help your clients reach their goals faster and make better decisions.
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what’s something that continues to evolve year after year?