delegate, partner, outsource … according to plan.
by penny breslin
it’s not just the numbers
back office support for the accounting firm defines you and your firm. are you servicing clients who are part of the past, or are you servicing clients living into the future? remember the new generation of business owners has never owned a filing cabinet, fax machine, landline, printer and turntables (only if they are into retro music!).
more: what do you want advisory services to be? | meet the new bos | why ai is not the enemy
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the diagram above is how i think about “advisory services.” the traditional role of an accountant has been as steward and operator. if you’re happy there, then that’s ok, this post will help you streamline your processes and technology to deliver these services more efficiently and profitably. and if you want to move into higher valued (and higher paying!) work and play a role in transforming your clients’ businesses, and play the role of strategist and catalyst, then we’ll show you how.
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