2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\nexperience of firms that offer cas, including that of small firms with fewer than five staff members, proves beyond doubt that you do not need more staff to start offering cas. even solo practitioners provide cas. the only thing you need to begin your cas journey is to be ruthless, relentless and fearless to leverage newer and cloud technologies. automation, integration and even artificial intelligence make it easier, faster and cheaper to perform some repetitive, time-consuming work of accounting firms. \n \ntechnology can perform tasks like write-up that traditionally you or your staff did manually. such automation can save you 75 percent to 95 percent of the time taken for such work. in my experience of interacting with several firms, just in write-up work, if you automate the work of 75 percent of your existing clients, your cost of producing such work can go down by about 60 percent to 65 percent, and the gross profit from such work can go up by 50 percent to 55 percent. in other words, within the same productive hours your firm has now, you can produce similar work for four to 10 times more number of clients. imagine the impact on your firm\u2019s profitability! and this is just one such example of how technology can provide you with efficiency and productivity gains. you can automate many of your routine processes to varying degrees. it is, of course, essential that you optimize your firm\u2019s technology stack and processes.<\/p>\n
given this understanding that you do not<\/strong> need more staff to start offering cas, let us now examine how to create your firm\u2019s cas team.<\/p>\ncas \u2013 different expectations<\/h3>\n cas is more interactive than traditional transactional services. it means clients start expecting different results, processes and how you treat them. these different expectations require your entire firm to adjust the mindset, skillsets and toolsets. to deliver on the different expectations, you want to ensure that you and your team are on board with the adjustments required. some examples of how the different expectations manifest in your day-to-day work are:<\/p>\n
\nunlike monthly write-up in which you deliver the end-of-month financial statements, in cas, you will provide at least weekly insights into clients\u2019 books.<\/li>\n unlike after-the-fact recording of business transactions that have already completed, you will record and organize incomplete business transactions, e.g., bills received but not paid, sales invoices issued but payments not received, payables, and receivables analysis, etc. to create cash flow reporting.<\/li>\n unlike just preparing the tax return, you will likely engage in tax planning interactions with clients.<\/li>\n unlike just delivering period-end reports, you will likely give clear action points based on insights from the reports.<\/li>\n<\/ul>\ndepending upon several factors like industry, size of business, growth trend of the company, expansion\/diversification plans of the business owners, etc., the expectations and hence the way you work with your cas clients can be different. one key factor in catering to different expectations is to identify the timeline of when business owners make their business decisions and divide your services into before, at the time, and after they make such decisions. as much as possible, make all endeavor to assist the business owners while and before they make their business decisions.<\/p>\n
the cas champion<\/h3>\n if your firm is newly entering into the cas segment, formally make one person the \u201ccas champion\u201d of your firm. this person should understand your firm\u2019s processes, but you need to relieve this person from some of the \u201cwork-producing\u201d responsibilities. this is to enable him\/her to focus on identifying the different expectations, creating ways and reports to fulfill those expectations and implementing performance evaluation and measurement parameters. this person should conduct a periodic review of your firm\u2019s cas performance from cost, client service quality and profitability point of view.<\/p>\n
if your firm is already offering cas, it still makes sense to have one person to be the designated cas champion of your firm. cas evolves in every firm, and there are no real best practices you can simply copy-paste into your firm\u2019s cas processes. to help your cas offering develop and mature, you need one person accountable for it.<\/p>\n
cas and human skillsets<\/h3>\n in a separate research and analysis i conducted based on disc profile assessments as the base, i found common, predominant personality traits and the key drivers of 200 successful accountants. the list below shows the most common personality traits of successful accountants:<\/p>\n
top four key traits:<\/strong><\/p>\n\nassertive<\/li>\n demanding<\/li>\n outspoken<\/li>\n outgoing<\/li>\n<\/ul>\nthe next five top traits:<\/strong><\/p>\n\nconfident<\/li>\n decisive<\/li>\n gut instinct<\/li>\n intuitive<\/li>\n sociable<\/li>\n<\/ul>\nthe next three key traits:<\/strong><\/p>\n\ndriven<\/li>\n fast-paced<\/li>\n friendly<\/li>\n<\/ul>\nleast common traits:<\/strong><\/p>\n\naccommodating<\/li>\n deliberate<\/li>\n eager<\/li>\n efficient<\/li>\n humble<\/li>\n innovative<\/li>\n optimistic<\/li>\n patient<\/li>\n persistent<\/li>\n practical<\/li>\n<\/ul>\nwhat drives successful accountants?<\/strong><\/p>\nthe list below shows the most common drivers of successful accountants.<\/p>\n
top six key drivers:<\/strong><\/p>\n\nambitious goals<\/li>\n winning<\/li>\n speed<\/li>\n peer recognition<\/li>\n competition<\/li>\n excitement<\/li>\n<\/ul>\nthe next four top drivers:<\/strong><\/p>\n\nchallenges<\/li>\n fun<\/li>\n new relationships<\/li>\n producing results<\/li>\n<\/ul>\nleast common drivers:<\/strong><\/p>\n\nfeeling accepted<\/li>\n group cooperation<\/li>\n peaceful environments<\/li>\n stability<\/li>\n exploration<\/li>\n<\/ul>\ni know this is debatable, and the research sample size may not truly represent the accounting profession. but the accountants exhibiting these traits were more successful \u2013 per the most common definitions of success. it does not mean accountants who do not show these traits are not, or may not, be successful.<\/p>\n
how to raise the human skillsets of your team members<\/strong><\/p>\nit is essential to identify who among your team members are better suited to \u201cproduce\u201d the work and who is more adept at interacting with the customers. you may or may not use any assessments like disc profiles. but you should attempt to observe your team to know the difference in their human skill sets. from my interactions with several accounting firm owners and their staff, here are some ways in which you can raise the human skillsets of your cas team members:<\/p>\n
\nhelp them learn empathy:<\/strong> accountant\u2019s clients are not generally formally educated on accounting knowledge. while explaining insights from numbers, your team will need to be conscious of how to simplify the accounting jargon into actionable intelligence that clients will be able to understand and act upon. it is not just a matter of being a wordsmith. it all emerges from the foundations of empathy.<\/li>\nhelp enhance their presentation skills:<\/strong> i do not mean just how to use powerpoint or slides to present to clients. the presentation skills include explaining complicated matters in more straightforward ways but also a well-practiced method of making sure that clients understand what you are telling them. it means your team will need to develop excellent listening skills.<\/li>\nmore persuasive communication skills:<\/strong> as basic as it sounds, it is crucial to pay special attention to enhance your team\u2019s communication skills. ideally, team up your staff with those who already have excellent communication skills, both verbal and written. involve them in client meetings, so they witness live action of good communications. cc client service emails to the staff. it is all a \u201clearning journey.\u201d<\/li>\nflexibility:<\/strong> experts have high conviction in what they know. it is an excellent thing. but, at times, it also makes them inflexible. other than the letter of the law that requires you to do something in a particular way, cas team members need to be flexible to consider multiple possibilities. in other words, instead of being overly judgmental (\u201cthis is the only way it will work\u201d), they need to become considerate (\u201cthere are three different ways to do this, and each of these ways has its pros and cons \u2013 which are \u2026 based on this, i recommend this course of action\u201d).<\/li>\nother human factors: <\/strong>likeability, honesty, integrity, persuasion skills, negotiation skills, problem-solving skills, and so on, emerge from how a person is as a human being and his\/her belief systems. the team members need to have an open mind and a learning attitude.<\/li>\n<\/ul>\ncas and technical skillsets<\/h3>\n technical skillsets, i.e., knowledge and skills that help people produce accurate, timely and high-quality work, is the foundation of cas offerings. your cas offering needs to help clients make better and timely business decisions. you cannot achieve this result if your team does not have strong technical skillsets.<\/p>\n
your team\u2019s baseline technical skillsets will be based on these four key factors:<\/p>\n
\ntechnology: <\/strong>hardly any successful cas firm can deliver exceptional services without technology. it is the fundamental requirement that your cas team is reasonably tech-savvy. also, there is no escape from trying out new, emerging technologies to continue to gain a competitive advantage. your team members should expect to test and change technologies\/solutions.<\/li>\nprocess: <\/strong>your firm’s operating procedures will change when you start offering cas. take all the necessary efforts to train your team members on new process requirements. they must know how the process performance will be measured so that they are alert to delays, possible mistakes and quality issues that can emerge. if you find your cas staff coming to you (firm owner\/partner\/cas champion) frequently during the day-to-day operations, it is a clear sign that your team does not have enough process skills.<\/li>\nunderstanding clients\u2019 business and industry: <\/strong>every staff who interacts with any given client must understand the client\u2019s business model, type of business, how it operates and preferably the sector in which the client operates. this is an essential skillset your team members must possess to deliver high-quality customer experience and, in turn, slowly but surely create the \u201cmost trusted advisor\u201d perception in clients\u2019 minds.<\/li>\ncompliance:<\/strong> ideally, your firm\u2019s operating processes need to incorporate necessary compliance of applicable laws. your internal review processes must have enough checks and balances to ensure compliance. clients should never have to worry about non-compliance. at the same time, not every cas staff needs to be a compliance expert, but it pays to train staff on telltale non-compliance signs.<\/li>\n<\/ul>\ncas front and back office<\/h3>\n as your firm\u2019s cas practice grows, you will most likely experience that your cas team gets divided into the front-office and back-office teams.<\/p>\n
you will do so based on human and technical skillsets. it is okay to let that happen. the aim is to leverage the core strengths of each team member. but when this segregation happens, it also results in an increased need for internal coordination so that you minimize \u201ci will check and revert\u201d kind of communications with your clients. it requires real-time sharing and access to shared information related to each client that two or more staff members work on. cloud and collaborative technology can easily make this happen. you would want to reduce internal emails and instead move to online shared spaces, e.g., google\u2019s g-suite, microsoft teams, cloud cabinet\/cloud files storage solutions, collaborative cloud solutions for accounting, payroll, taxes, etc.<\/p>\n
it will also make increasing sense to provide your clients with a single point of contact \u2013 a staff at your firm who is in the \u201cfront office.\u201d it helps avoid bad customer experience if a client has to interact with multiple staff members periodically. as long as your firm shares real-time information between the front- and back-office staff, it is easily possible to create such \u201cfront office client success representatives.\u201d<\/p>\n
how to train your cas team<\/h3>\n i am assuming you and your team are already producing reasonably good work for your clients. now, you want to up your game to provide a great cas offering. i have witnessed several such transitions of accounting firms that went from the usual, now increasingly commoditized and increasingly automated transactional work, to higher-end, higher value, higher fees and higher profitability cas segment. one of the most critical requirements for cas success is the upskilling of your team. here are some effective methods that i have regularly seen to work when training cas teams:<\/p>\n
\nend-to-end work process training:<\/strong> \u201cyou process. i will review.\u201d if you are the owner or partner of your firm, you want to avoid this practice of reviewing your staff\u2019s work. train them on end-to-end processes, including what and how you review to ensure accuracy, compliance and completeness. do not worry about losing your \u201ctrade secrets.\u201d technology is already automating so many aspects of what was once considered accountants\u2019 intellectual property. the end-to-end training ensures that your team becomes capable of providing quality service to your clients, and do so faster without the frustrating delays caused by multistep, multiperson bureaucratic processes.<\/li>\nstandardize your processes:<\/strong> take away the need to create individualized processes per client. you can still provide customized insights, but the procedures to get to that stage need to be standardized. train your team on these processes so well that they know exactly where to look for when they see key insights in the client\u2019s books and reports. it takes away the flab from your processes, takes out the guesswork and focuses the team on outcomes.<\/li>\nclient interaction training:<\/strong> this is perhaps the most challenging and most intimidating aspect of cas training. interacting with a \u201cbusiness owner\u201d who looks at things not from an accounting point of view but from a risk-reward point of view requires your team members to change their viewpoint. teaching your team members to look from the client\u2019s point of view, as an entrepreneurial person, is difficult, but there are proven ways to do so. i covered many aspects of this \u201centrepreneurial accountant viewpoint\u201d in my previous book \u201caccountaneur: the entrepreneurial accountant\u201d published by cpatrendlines. delivering insights skillfully, in easy-to-understand ways and words and turning business intelligence from the numbers into actionable intelligence, is an art and a science \u2013 and takes practice. for this training, no method is better than shadowing the experts in client interactions. let your staff getting trained on client interactions by being present in client meetings. ask them to prepare minutes of the meeting \u2013 without<\/strong> taking any written notes during such meetings (which ensures they do not focus on taking notes, instead concentrate on learning the nuances of interactions).<\/li>\ndress rehearsals:<\/strong> when you have trained your staff internally for cas readiness, the next step that you need to do repeatedly is the \u201cdress rehearsal.\u201d you (the firm owner\/partner) don the hat that the client wears, and your cas team member dons your hat. you ask the team member to present the cas insights to you. you ask the team member all the questions that the client generally asks. not only does it prepare the team member for the real performance, but it also makes you think like your client. in my interactions with firm owners, many times, i ask them a question, \u201cif you are the client, which questions will you ask your accountant that your clients should ask but aren\u2019t asking?\u201d i often get fascinating responses. accountants have told me that this one question made them look at their client interactions in new ways.<\/li>\nobtain and share client feedback with team members:<\/strong> the proof of the pudding is in eating. once your team member delivers cas insights to the client, as quickly as possible, ask for the client\u2019s feedback. what did the client think of the cas service delivery? did he\/she find cas insights useful? how did the cas staff do in explaining the cas insights? offer to send a starbucks or amazon gift card to the client in return for taking the time to provide you the feedback. use google forms or surveymonkey to obtain the feedback so that you can later collect multiple responses, compare and analyze them. make sure you immediately review the client’s feedback and take instant corrective action if the client is unhappy about anything. the client must feel that your firm addressed his\/her concerns immediately. share the feedback, positive, negative or neutral with the cas team members. there is no better way to enhance your services than understanding what clients value more.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"then ask your client about their satisfaction.<\/strong><\/p>\nby hitendra patil<\/i> \nclient accounting services: the definitive success guide<\/i><\/a><\/p>\n","protected":false},"author":1363,"featured_media":48696,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3058,3120,3002],"tags":[3445,3447],"class_list":["post-103987","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-client-accounting-services","category-pro-member-exclusive","category-special","tag-ai","tag-artificial-intelligence"],"acf":[],"yoast_head":"\nfind your cas team at your firm - 卡塔尔世界杯常规比赛时间<\/title>\n \n \n \n \n \n \n \n \n \n \n \n \n \n\t \n\t \n\t \n \n \n \n \n \n\t \n\t \n\t \n