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…• gary shamis, ceo, winding river consulting • geni whitehouse, countess of communication, even a nerd can be heard • hitendra patil, head of customer success, accountantsworld • james bourke,…
334 search results for hitendra
two tech approaches to cas
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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when to start building your cas tech stack
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.
more: stop derailing cas | show your priciest cas package first | how cas drives virtual cfo billings | the roi on identifying clients for cas | what clients need now, more than ever | how to launch cas in eight steps
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.
stop derailing cas
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
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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show your priciest cas package first
how to identify the right clients.
by hitendra patil
client accounting services: the definitive success guide
will your existing clients or prospects buy higher-priced and more services from you? if you ask them to, will they feel put off?
more: your firm needs a cas champion | 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 | why cas is great for revenue growth | cas: finding the why behind the why
if you do not ask, will you leave real money on the table? if you do not tell them about more services your firm is capable of providing, will they switch to another accounting firm simply because they were not aware of your other services?
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show clients why they can’t say no
make the upgrade irresistible.
by hitendra patil
client accounting services: the definitive success guide
when you pitch cas to your existing clients and new prospects, your communication and messaging changes quite a lot. it is no more packages, hourly rates and standard deliverables mentioned on your website and in your emails, engagement letters and sales brochures/materials.
more: your firm needs a cas champion | 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 | why cas is great for revenue growth | cas: finding the why behind the why
communicating cas to your existing clients
cas is not a sales pitch to your existing clients. it is a value pitch, an upgrade pitch.
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google ads for new tax clients
the simple, easy steps for getting started with google ads in time for busy season.
^ click to play | > listen and subscribe to the 卡塔尔世界杯常规比赛时间 podcast here
with becky livingston
as the 2022 busy season begins to loom larger, this is a great time to get to know google ads, says becky livingston, 卡塔尔世界杯常规比赛时间’ digital marketing guru says in this replay of recent 卡塔尔世界杯常规比赛时间 flash briefing webinar. flash briefings are fast-paced 30-minute conversations on urgent issues and quick answers.
more videos and podcasts: eisner ceo charly weinstein explains the private equity deal | flash briefing: a “call to arms” after private equity deal | bradley burnett: the “uncle billy” problem with the erc | the “ludicrously lucrative” employee retention credit | four ways to beat the staffing shortage | learning how to hire amid covid | let’s get real: kill saly | hitendra patil: national expert on client accounting services | sell service, not hours | leveraging knowledge, not just process | the irs backlog isn’t going away anytime soon |
livingston walks you through the steps from beginning to end. start by defining your perfect client, then begin building the right offer for them, she says. after that, you can lay out a schedule and work on a budget. but start early, because if you’re looking for tax clients in the run-up to tax season, the best keywords will start to get pricey. by livingston’s estimates, 10 to 15 percent of accounting firms are already using google ad words. that may sound like a lot. but there’s still plenty of room for firms — especially local firms — to dive in and start landing new clients.
- download the slide deck for google ad success tips for accountants
your firm needs a cas champion
are your clients happy? have you told your staff?
by hitendra patil
client accounting services: the definitive success guide
unless you become the “cas champion” or make someone accountable to be one, your cas practice will not take off the starting blocks.
more: lower your costs by 75% with cas | how cas drives virtual cfo billings | 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
and the single biggest initial challenge for the cas champ is how to communicate the value of cas to the firm’s future fortune to every stakeholder – be it partners, staff, clients or prospects. for this post, i will assume that your cas champ absolutely “gets it.”
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from cas to cash client accounting services: the definitive success guide
the why, what, and how of cas
by hitendra r. patil
more than 300 pages of ideas, insights, tips, tricks, and best practices for your cas success
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