automation is key to cas

hitendra patil cas q-and-a logoit’s about the best way to serve your clients.

by hitendra patil
client accounting services: the definitive success guide

q: what are some common challenges or obstacles that arise when providing client accounting services, and how can i overcome them?

more cas q&a: how to get clients to adopt caas tech | there are only three growth strategies | how much advice should your firm provide? | cas marketing is different. here’s how
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a: the only challenge/obstacle that matters when providing cas is clients not experiencing differentiated value from your cas offering. everything you do in your cas practice is to ensure you don’t face this challenge.
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six ways cas grows revenue

businessman ogling money over another's shoulderbonus: results of a professionwide survey.

by hitendra patil
client accounting services: the definitive success guide

the cloud makes it possible – no, it makes it inevitable – for smart business owners to focus on their core business and let professional accountants take care of accounting, including transactional work (to be done accurately).

more: get sticky with cas | the why behind your cas why | who is the professional?
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this new possibility gives rise to cas opportunities for accountants to work in collaboration with business owners in real time.
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get sticky with cas

businessman looking at question mark sketch on the wallthe clients are more loyal and buy more services.

by hitendra patil
client accounting services: the definitive success guide

client accounting services (cas) is the new revenue segment you cannot afford to miss.

if you are an accounting firm owner/partner, you do not want to miss the emerging, growing, and profitable opportunities in client accounting services.

more: the why behind your cas why | who is the professional?
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before we get to why, to ensure that we are on the same page, let us agree on a description of what cas is.
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the why behind your cas why

four empty metal bucketsfour ingredients to consider.

by hitendra patil
client accounting services: the definitive success guide

“why did i start my accounting firm/practice?”

if you are the owner of your firm, print this in a bold, big font and post it somewhere in such a way that you can see it, even if it is just in your peripheral vision, every moment when you are working at your desk.

more: who is the professional?
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if you are a partner of the firm or an employee, print the following question to post it where you can see it all the time:

“why did i get into the accounting profession?”
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how to get clients to adopt caas tech

focus on the meaning, not the mechanics. by hitendra patil client accounting services: the definitive success guide q: what suggestions do you have to help with client adoption of caas…

who is the professional?

woman executive coaching a male employee across deskthe mindset you need for client accounting services.

by hitendra patil
client accounting services: the definitive success guide

it was the 10th of may, 2012.

over dinner on that quiet mid-spring evening, at a classic traditional italian restaurant, i met the owner of one of my largest clients, only after about five years of providing services to his firm. his firm had chosen a particular niche industry to serve and only that. he was doing well – over $3.5 million in annual revenue, growing consistently, and employing 39 staff members. in any given week, two new clients were being onboarded via a very detailed process, moving clients’ accounting databases and processes into his firm.

more: review your cas: when, what, how | be serious about ai, not amused | get clients to toot your cas horn | seven ways to market your cas offering | the top cas pricing strategies | how to choose your cas processes | nine ways to measure client experience | twelve clues it’s time to outsource or offshore | yes, you have the staffing for cas | why firms shy away from cas | hook your firm on cas | can you identify real cas prospects? | 8 ways to create your cas practice | do you value your cas value?
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he would not take on any new client unless the client handed over all of the accounting work responsibilities to the firm.

all or none.
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there are only three growth strategies

hitendra patil cas q-and-a logowhere will you focus?

by hitendra patil
client accounting services: the definitive success guide

q: most traditional cpa firm growth comes from existing clients and referral sources. pilot and other similar client accounting and advisory services providers will obviously have a different growth strategy. what can you share about successful growth strategies that vary from traditional accounting firm strategies?

more cas q&a: eight steps to optimize capacity | four steps to firm caas buy-in | clients don’t understand cas, but they know value | do i need to learn new skills to succeed in cas?
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a: the business model of traditional cpa firms and the likes of pilot are vastly different. and when growth is financed by other people’s money, the methods and costs of attracting new clients are very different too.
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review your cas: when, what, how

weave the review actions right into your processes.

by hitendra patil
client accounting services: the definitive success guide

why review your client accounting services offering periodically?

more: be serious about ai, not amused | how to offer proof to cas prospects | how to market cas to existing clients | 12 cas profitability killers | how weekly cas reports help businesses | cas: much more than bookkeeping
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most accounting firms ultimately optimize their internal processes and resources that produce their services. the measurement of such optimization is the profitability of the firm. when firm owners/partners feel the pressure on profitability, it is natural for them to measure the factors that contribute to profitability, and the cost thereof.
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