334 search results for hitendra

why advisory opportunities emerge from core cas offerings

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three keywords to guide you.

by hitendra patil
client accounting services: the definitive success guide

“we want to offer outsourced cfo and advisory services.”

it has become an increasingly more common intent of accounting firms of all sizes. technology automation, artificial intelligence and more innovative solutions seem to make it even more logical for accountants to feel that the future is more about advisory services than ever before.

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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if you have similar intentions and goals, please answer this question:

“what type of advice do you give to your clients, periodically and regularly?”

or turn it around and answer this question:

“what type of advice do your clients seek from you and when?”

if you could think of 5-10 different actionable insights you regularly deliver to your clients, congratulations! but if not, do not worry. it is not difficult to lay a strong foundation for your advisory services. read more →

turn client wants into needs

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happy businessman using smartphone at officethe 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

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).
read more →

what clients need now, more than ever

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hand holding light bulb against purple backgroundproviding 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
goprocpa.comexclusively 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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the 15 absolutely necessary services for cas clients

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portrait of a cheerful businessman smiling at the camerahow many do you already offer?

by hitendra patil
the definitive success guide to client accounting services

client accounting services generally constitutes three key service segments:

  • after-the-fact financial statement preparation, i.e., “write-up”
  • business transaction processing
  • outsourced cfo and controller services

more: a job description for client accounting services | how to launch cas in eight steps | romeo, juliet, google and client accounting services | why cas is great for revenue growth | survey: why some firms fall behind in cas | how cas makes firms better | cas: finding the why behind the why | how to lead clients into client accounting services | cas begins with a mindset
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

tax planning/tax strategy services may also become part of your cas offering if you have interest/expertise in that segment.
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a job description for client accounting services

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young black woman with magnifying glassthink 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
goprocpa.comexclusively 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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how to launch cas in eight steps

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the first step is the toughest: start with your colleagues.

by hitendra patil
client accounting services: the definitive success guide

whether you are thinking of offering client accounting services, have already started offering it or you want to grow your cas practice or make it more profitable, some proven steps will make your cas practice shape up in the most optimized way.

 

more: romeo, juliet, google and client accounting services | why cas is great for revenue growth | cas: finding the why behind the why
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if you have already started offering cas, these are the steps that you will revisit from time to time.
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romeo, juliet, google and client accounting services

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silhouette of a woman smelling a rose against a sunsetnever tell them it’s “client accounting services.” here’s why.

by hitendra patil
client accounting services: the definitive success guide

i recently spoke with an experienced cpa who has been very keen to expand the firm’s client accounting services practice. i told her, “if your firm’s website and marketing material states you offer ‘client accounting services.’, you’d want to rewrite that content, like, immediately.”

more: why cas is great for revenue growth | survey: why some firms fall behind in cas | how cas makes firms better | cas: finding the why behind the why | how to lead clients into client accounting services | cas begins with a mindset
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

she was utterly puzzled and asked:

“but cas is vital for the future of accounting firms, and you wrote the profession’s first book on cas, so why are you now saying so?”
read more →