penny breslin, author at 卡塔尔世界杯常规比赛时间 - page 6 of 6

what do you want advisory services to be?

bonus: a case study for bos work.

by penny breslin
it’s not just the numbers

what do you want to do for your clients? define it, implement it in yourself and build a team that wants to be a part of your defined image. watch it grow, and adapt it to the changing times.

more: meet the new bos | why ai is not the enemy
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added knowledge and insights assist the client in taking future action on sustainability and growth of their company. cooperation between the client, the account manager and the cloud ai makes this work in order to provide the space for advisory.
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advisory & consulting

meet the new bos

bonus: a case study of how not to do things.

by penny breslin
it’s not just the numbers

accounting businesses have historically provided a range of “after-the-fact” compliance services including year-end accounting and tax return preparation. many firms also provide “write-up” services, which involve the recording of business transactions based on documents generated by the client, such as invoices, checks, deposit slips and documents provided by third parties, such as bank statements and payroll reports. write-up work is typically done once a month, after the fact.

more: why ai is not the enemy
exclusively for pro members. log in here or 2022世界杯足球排名 today.

today, major innovations in technology are giving accountants the opportunity to expand their services and to provide much more comprehensive, timely and useful information to their clients.

one area of expansion is offering clients a complete back office support (bos) manager, which can include: read more →

advisory & consulting

why ai is not the enemy

clients still need context.

by penny breslin
it’s not just the numbers

in 1994, in a small hotel meeting room in colorado springs, 50 accounting firms were up in arms when the presenter mentioned quickbooks. they shouted angry comments: “quickbooks is destroying my business.” “they want to take my clients.” “they are giving people a false sense of security with their commercials that say, ‘if you can write a check, you can do quickbooks.’”

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the presenter was nervous and asked me what he was to do. i said i use quickbooks for your company, and i have no idea what i am doing, and i could use an accountant to teach me.

penny breslin

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penny breslin is co-author with damien greathead of it's not just the numbers, published by 卡塔尔世界杯常规比赛时间.

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co-author damien greathead

she is the founder of moneypenny, a consulting firm specializing in helping accounting firms and other businesses embrace the power of technology to simplify their operations and increase their profit margins.

drawing on her years of experience and her knowledge of what it takes to run a successful business, penny oversees the development of back-office processes for her client firms. from the initial evaluation of the firm’s workflow to technology selection to assisting in the on-boarding of the firm’s clients, penny works with her clients to maximize the benefits of a paperless and cloud-based firm. penny has been recognized by worldwide who’s who for showing dedication, leadership, and excellence in providing quality consulting services to an international clientele made up of cpa firms and other businesses.

penny holds a master of business administration in global management and is a member of the intuit pro-advisor group. she's also a xero certified advisor, a member of the wave pro network, and a freshbooks consultant. she has also co-authored the book, “cfo services for the accounting firm: how to start.” a firm believer in being able to work from anywhere, you’ll often find penny running her business on the beach after a morning surf session. she’s also an avid supporter of meals on wheels and oxfam.

damien greathead is head of accountant and advisor marketing for intuit quickbooks, based in sydney, nsw, australia. he's passionate about helping accountants and bookkeepers have a lasting impact on their small business clients. he's worked with hundreds of firms around the world to help evolve their business models for great growth and profitability. he speaks to accountants and bookkeepers on cloud technology, service definition and pricing, and marketing. prior to joining intuit, he was head of marketing at practice ignition and vice president of business development at receipt bank, north america (now dext). he can be reached on linkedin

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