client accounting services

… and benefit your clients at the same time.

by hitendra patil
the definitive success guide to client accounting services

in the desktop days, write-up, bookkeeping and accounting processes were perceived more as data entry work. the price clients were willing to pay for data entry put so much pressure on fees that many firms found it was not worth the hassle.

more: your top six cas questions | cas drives up demand for virtual cfos | turn client wants into needs | a job description for client accounting services | why cas is great for revenue growth | cas: finding the why behind the why
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other services such as tax preparation, financial statements preparation, etc. brought in higher per-hour dollars than write-up, bookkeeping and accounting work could. such work got more and more “outsourced” by accounting firms to bookkeeping firms, freelancer bookkeepers and “processing” firms operated by non-cpas/non-accountants.
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strangely, the important ones are being asked the least.

by hitendra patil
client accounting services: the definitive success guide

as a professional accountant, if you are looking to stay more relevant to your clients’ evolving needs, what are the top questions about client accounting services (cas) you must find answers to?

more: cas drives up demand for virtual cfos | the roi on identifying clients for cas | what clients need now, more than ever | how to launch cas in eight steps | survey: why some firms fall behind in cas | how to lead clients into client accounting services
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to find the answer to this all-important question, the best way was to ask the accountants themselves. surprisingly, accountants are not asking the questions that are more important for cas success.
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which of your existing clients fill the bill?

by hitendra patil
the definitive success guide to client accounting services

the experience of those offering successful client accounting services shows that the fastest way to start your client accounting services practice is to provide it to some of your existing clients. if you already have a cas practice, it is important to periodically analyze which of your clients have now become a cas fit. it is important to note that not all of your clients will be cas-fit.

more: don’t wear a mask | the services that cas clients want | six reasons cas is king | how to develop the cas mindset
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there are some easy ways to identify which of your existing clients are cas-fit, i.e., which of your clients will benefit the most from your cas offering. and then there are some not-so-easy ways to know which are your cas-fit clients.
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here’s how to show clients your true value.

by hitendra patil
client accounting services: the definitive success guide

so, the cdc has indicated that a mask also protects the person who wears it. previously, it was advised that masks stop people from spreading the coronavirus to others.

more: turn client wants into needs | what clients need now, more than ever | how to launch cas in eight steps | survey: why some firms fall behind in cas | how to lead clients into client accounting services | cas begins with a mindset
exclusively for pro members. log in here or 2022世界杯足球排名 today.

but this post is not about coronavirus and masks. when it comes to accounting and the advisory insights hidden in the financial statements and numbers, covering those with a mask is not good for either the clients or the accountants.
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the key to getting premium fees for premium services.

by hitendra patil
client accounting services: the definitive success guide

what some clients feel is an absolute need, others may feel is not so.

people may need to book an uber or lyft ride, but some of them may want a premium ride.

more: what clients need now, more than ever | the 15 absolutely necessary services for cas clients | romeo, juliet, google and client accounting services | how cas makes firms better | cas begins with a mindset
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some of your client accounting services (cas) will be the premium ride some your clients will want. and – don’t be surprised – for some clients, your premium services will be the need (you want such clients).
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providing client accounting services gives them your best.

by hitendra patil
client accounting services: the definitive success guide

an accountant in practice in germany sent me this message after purchasing “the definitive success guide to client accounting services:”

“i only began reading your book today in the morning before work. when i browsed through the content, i already was blown away. being 60.5 years old, i try to stay fit body- and mind-wise. sometimes i doubt, a little bit, whether i should carry on. but when i read your soul-touching intro, i felt the fresh energy flowing. thank you so much for showing the shining of true potential!”

more: 15 services that cas clients need |  a job description for client accounting services | why cas is great for revenue growth
exclusively for pro members. log in here or 2022世界杯足球排名 today.

yes, i felt a sense of fulfillment. but the bigger reason their message is more important for me is that professional accountants’ experience and expertise are so much more vital and necessary than ever before.
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think of this as what clients want from your cas offering.

by hitendra patil
client accounting services: the definitive success guide

client accounting services (cas) is one of the fastest-growing new revenue and growth segments for firms of almost all sizes. whether your firm is already great at offering cas or just starting to offer cas, the critical challenge is how clients (and prospects) perceive what you deliver under your cas umbrella.

more: romeo, juliet, google and client accounting services | how cas makes firms better | cas begins with a mindset
exclusively for pro members. log in here or 2022世界杯足球排名 today.

i figured there is a way to get more clarity on this crucial aspect of cas success. and that way is to think/imagine as if your clients/prospects have posted a job advertisement for someone to do the “cas” work for their businesses. the cas job description is what cas expectations are about, isn’t it? let us see what this cas job description will look like.
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