eight steps to optimize capacity

hitendra patil cas q-and-a logohow are you handling non-client work?

by hitendra patil
client accounting services: the definitive success guide

question: what are the best practices for capacity management when it comes to client accounting services? how do i organize staff to meet deadlines, scale solutions and minimize burnout?

more cas q&a: four steps to firm caas buy-in | how much advice should your firm provide? | how to differentiate cas | cas marketing is different. here’s how
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answer: if your firm has the capacity, you won’t need to “manage” it!
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be serious about ai, not amused

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seven essential things to know.

by hitendra patil
client accounting services: the definitive success guide

unless you live under a stone, you would have heard about all the craze chatgpt has created recently. and most likely, you, too, are amused by it.

more: in “aicccountants,” hitendra patil demystifies artificial intelligence for accountants | how to offer proof to cas prospects | you don’t need a cas sales pitch | get clients to toot your cas horn | how to market cas to existing clients | five methods to show your firm’s marketable value | seven ways to market your cas offering
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an artificial intelligence-powered tool, it is one of the first that allowed people to directly interact with ai in a familiar way how we use chat functions on mobile phones and websites. this ease of access and usage gave it a huge fan following. moreover, it triggered a tsunami of new ai tools emerging all over the internet.
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in “aiccountants,” hitendra patil demystifies artificial intelligence for accountants

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how to make artificial intelligence work in the real world.

by 卡塔尔世界杯常规比赛时间 research

卡塔尔世界杯常规比赛时间 senior advisor and best-selling author hitendra patil is launching his latest book, “rise of the aiccountants™ – accountants augmented by artificial intelligence (ai) | the what, why, and how of artificial intelligence for accountants,now available in paperback or kindle editions here.

more: how much advice should your firm provide? | battling cas cost pushback | will my clients find cas expensive? | cas: much more than bookkeeping | you don’t need a cas sales pitch | get clients to toot your cas horn | seven ways to market your cas offering | how to choose your cas processes | nine ways to measure client experience | twelve clues it’s time to
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one of the accounting profession’s top 100 most influential, patil is a weekly columnist at 卡塔尔世界杯常规比赛时间, and author of “client accounting services: the definitive success guide,” available here, and “accountaneur,” here.

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four steps to firm caas buy-in

hitendra patil cas q-and-a logoeveryone has to be on board.

by hitendra patil
client accounting services: the definitive success guide

q: what is the best way to get firm-level buy-in for the caas practice?

more cas q&a: how much advice should your firm provide? | battling cas cost pushback | will my clients find cas expensive? | cas: much more than bookkeeping
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a: assuming client accounting and advisory services is somewhat new to your firm, introducing a new service line to your firm requires devising a strategy to make the new service line successful, careful planning to implement the strategy, and of course, excellent internal communication. here are some quick steps:
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how to offer proof to cas prospects

your existing clients can help. be sure to track your sales success. by hitendra patil client accounting services: the definitive success guide as you hone your sales discovery process, you…

how much advice should your firm provide?

hitendra patil cas q-and-a logoyou have to stop somewhere.

by hitendra patil
client accounting services: the definitive success guide

q: what should be the scope of consulting/advisory services? how broad? how narrow? 

more cas q&a: battling cas cost pushback | clients don’t understand cas, but they know value | how to differentiate cas | will my clients find cas expensive? | do i need to learn new skills to succeed in cas? | cas marketing is different. here’s how | cas: much more than bookkeeping
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a: there are two distinct aspects to the scope of your firm’s consulting/advisory services.
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you don’t need a cas sales pitch

two businessmen shaking handsthree keys to discovering a mutual fit.

by hitendra patil
client accounting services: the definitive success guide

“i am not a good salesperson.”

i have lost count of how many accountants have told me this over the years. but i also learned that what they really mean is that they do not have a well-defined, structured “sales process.”

more: get clients to toot your cas horn | how to market cas to existing clients | 12 cas profitability killers | how weekly cas reports help businesses | cas: much more than bookkeeping | matching your tech to your cas clients
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this post is not about fundamental sales skills. that is beyond our scope. this is more about how to develop and execute your client accounting services sales process, pitch and supporting collaterals that can help get you more cas sales.
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battling cas cost pushback

hitendra patil cas q-and-a logowhat is the prospect unable to do on their own?

by hitendra patil
client accounting services: the definitive success guide

q: how do you convince a potential client that through cas you are adding value above the cost?  i always hear “it costs too much” or “we’ve been getting by without the added cost.”

more cas q&a: clients don’t understand cas, but they know value | how to differentiate cas | cas marketing is different. here’s how
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a: interestingly, the roots of this question are hidden in the value pricing realm.
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