334 search results for hitendra

it’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?

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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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the mindset you need for client accounting services.

by hitendra patil
client accounting services: the definitive success guide

it was the 10^th 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.

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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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where 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?

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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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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?

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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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