client accounting services

it’s no less true for cas than for anything else.

by hitendra patil
client accounting services: the definitive success guide

“people think of us (accountants) as the compliance agents – the necessary evil.”

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this sentence haunts me even today, after hearing it nearly 15 years ago from a multi-award-winning, highly experienced cpa.

perception!
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smart design will save you time.

by hitendra patil
client accounting services: the definitive success guide

we have examined how you can enhance your firm’s internal processes and what factors influence those processes. in this post, we will focus more on cas-specific processes that can give you competitive advantages. however, this post is not about the technicalities of accounting processes. as a professional accountant, you already know the accounting fundamentals required to create your processes for each of the segments of the services you provide.

more: make sure your differentiation is truly different | is it time to outsource? | your firm’s cas team: who and how many | two tech approaches to cas | when to start building your cas tech stack | stop derailing cas | show your priciest cas package first | your firm needs a cas champion
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are client accounting services processes different than what you have been doing until now? yes, and no.
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your firm’s processes can set you apart.

by hitendra patil
the definitive success guide to client accounting services

if you were to define in three sentences how your firm is different, what would those three sentences be? write them down.

more: is it time to outsource? | your firm’s cas team: who and how many | two tech approaches to cas | when to start building your cas tech stack | stop derailing cas | show your priciest cas package first | your firm needs a cas champion
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read those the next day and judge for yourself if your competitors can say the exact same three sentences to differentiate their firms. if yes, you will see why this is a significant challenge for your firm’s growth aspirations.
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twelve signs to watch for.

by hitendra patil
client accounting services: the definitive success guide

when you are the key person to make things happen at your firm, you want to invest as much time in “business development” (not just marketing and sales) as humanly possible. your firm’s growth will make you feel that producing and delivering your services is an essential core business function for you, but some of it is not.

more: your firm’s cas team: who and how many | two tech approaches to cas | show your priciest cas package first | how cas drives virtual cfo billings | the roi on identifying clients for cas
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freeing up yourself to spend more time focusing on the things that add value to your practice and help set it apart from the competition is the most essential differentiating growth strategy you will ever deploy. the same principle applies to your experienced, talented staff.
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and one fundamental requirement.

by hitendra patil
the definitive success guide to client accounting services

client accounting services essentially requires an ability for your firm to be able to best serve the needs of all your clients.

more: when to start building your cas tech stack | stop derailing cas | lower your costs by 75% with cas | cas drives up demand for virtual cfos | turn client wants into needs | a job description for client accounting services
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in other words, your firm’s technology stack, services, processes and pricing packages need to cater to businesses of different sizes, turnovers, as well as various levels of tech-savviness of the business owners and their employees. in yet other words, your firm should have the ability to do part of the accounting work or all the work your clients offload to your firm.
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it doesn’t have to be that hard.

by hitendra patil
client accounting services: the definitive success guide

your firm’s current processes and procedures are adapted to your current technology stack, or vice versa.

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trying to fit client accounting services into your existing technology stack may become a challenge for you – not just from a procedural point of view but also from a profitability point of view.

if your current technology stack is still mostly desktop software, it could be nearly impossible for you to offer cas as profitably as potentially possible with non-desktop solutions.

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how many of these five lies are you telling yourself?

by hitendra patil
the definitive success guide to client accounting services

why fall in the same trap that other firms have fallen into during their client accounting services journey? if you know what those traps are, you will save significant money and time in establishing your cas practice.

more: show your priciest cas package first | your firm needs a cas champion | your top six cas questions | financial statements are like masks | the 15 absolutely necessary services for cas clients | romeo, juliet, google and client accounting services | how cas makes firms better
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fortunately, the cpatrendlines cas survey identified which are the top five cas killers, for firms of different sizes, that the accounting profession has experienced.
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