{"id":50495,"date":"2016-11-07t05:01:13","date_gmt":"2016-11-07t10:01:13","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=50495"},"modified":"2018-09-13t08:34:03","modified_gmt":"2018-09-13t12:34:03","slug":"14-ways-leverage-client-data","status":"publish","type":"post","link":"\/\/www.g005e.com\/2016\/11\/07\/14-ways-leverage-client-data\/","title":{"rendered":"14 ways to leverage client data for new billings"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/11\/nixon_ch3kpi.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-50496 alignright\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/11\/nixon_ch3kpi-424x271.png\" alt=\"chart of client interest in kpi\" width=\"424\" height=\"271\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/11\/nixon_ch3kpi-424x271.png 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/11\/nixon_ch3kpi.png 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/11\/nixon_ch3kpi.png 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/11\/nixon_ch3kpi-768x491.png 768w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/11\/nixon_ch3kpi-849x542.png 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/11\/nixon_ch3kpi.png 1484w\" sizes=\"auto, (max-width: 424px) 100vw, 424px\" \/><\/a>top of the list? cash flow forecasting.<br \/>\n<\/strong><\/p>\n<p><i>by rob nixon<\/i><\/p>\n<p>as you become a real-time accountant, one of the key steps is to strongly recommend that your clients migrate across to a cloud accounting solution. that\u2019ll take 12 to 36 months to systematically help your clients change.<\/p>\n<blockquote><p><b>more on strategy:<\/b> <a href=\"\/\/www.g005e.com\/2016\/10\/31\/dont-let-technology-make-dumber\/\">don\u2019t let technology make you dumber<\/a> | <a href=\"\/\/www.g005e.com\/2016\/10\/24\/know-clients-want\/\">do you know what clients want? <\/a>\u00a0| <a href=\"\/\/www.g005e.com\/2016\/10\/17\/means-real-time-accountant\/\">what it means to be a real-time accountant<\/a> | <a href=\"\/\/www.g005e.com\/2016\/10\/10\/goal-big-enough\/\">are your goals big enough?<\/a> | <a href=\"\/\/www.g005e.com\/2016\/10\/03\/business-design-default\/\">is your business by design or default?<\/a> | <a href=\"\/\/www.g005e.com\/2016\/09\/19\/12-predictions-future-accounting\/\">12 predictions on the future of accounting<\/a> | <a href=\"\/\/www.g005e.com\/2016\/09\/12\/compliance-is-a-commodity\/\">finding new opportunity in compliance services<\/a> | <a href=\"\/\/www.g005e.com\/2016\/09\/05\/the-world-is-flat\/\">the world is flat<\/a> | <a href=\"\/\/www.g005e.com\/2016\/08\/29\/internet-cant-replace-cpas\/\">will the internet replace cpas?<\/a> | <a href=\"\/\/www.g005e.com\/2016\/08\/22\/offshoring-shaking-accounting\/\">how offshoring is shaking up accounting<\/a> | <a href=\"\/\/www.g005e.com\/2016\/08\/16\/profession-disrupted-compliance-commoditized\/\">the profession disrupted: compliance commoditized<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00\"><a style=\"color: #b79c00\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2016\/11\/07\/14-ways-leverage-client-data\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>let\u2019s assume you have done that. you have spent the time training them. you have helped them to get good data in, so good data can come out.<br \/>\n <a href=\"\/\/www.g005e.com\/2016\/11\/07\/14-ways-leverage-client-data\/#more-50495\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/11\/nixon_ch3kpi.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-50496 alignright\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/11\/nixon_ch3kpi-424x271.png\" alt=\"chart of client interest in kpi\" width=\"424\" height=\"271\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/11\/nixon_ch3kpi-424x271.png 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/11\/nixon_ch3kpi.png 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/11\/nixon_ch3kpi.png 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/11\/nixon_ch3kpi-768x491.png 768w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/11\/nixon_ch3kpi-849x542.png 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/11\/nixon_ch3kpi.png 1484w\" sizes=\"auto, (max-width: 424px) 100vw, 424px\" \/><\/a>top of the list? cash flow forecasting.<br \/>\n<\/strong><\/p>\n<p><i>by rob nixon<\/i><\/p>\n<p>as you become a real-time accountant, one of the key steps is to strongly recommend that your clients migrate across to a cloud accounting solution. that\u2019ll take 12 to 36 months to systematically help your clients change.<\/p>\n<blockquote>\n<p><b>more on strategy:<\/b> <a href=\"\/\/www.g005e.com\/2016\/10\/31\/dont-let-technology-make-dumber\/\">don\u2019t let technology make you dumber<\/a> | <a href=\"\/\/www.g005e.com\/2016\/10\/24\/know-clients-want\/\">do you know what clients want? <\/a>\u00a0| <a href=\"\/\/www.g005e.com\/2016\/10\/17\/means-real-time-accountant\/\">what it means to be a real-time accountant<\/a> | <a href=\"\/\/www.g005e.com\/2016\/10\/10\/goal-big-enough\/\">are your goals big enough?<\/a> | <a href=\"\/\/www.g005e.com\/2016\/10\/03\/business-design-default\/\">is your business by design or default?<\/a> | <a href=\"\/\/www.g005e.com\/2016\/09\/19\/12-predictions-future-accounting\/\">12 predictions on the future of accounting<\/a> | <a href=\"\/\/www.g005e.com\/2016\/09\/12\/compliance-is-a-commodity\/\">finding new opportunity in compliance services<\/a> | <a href=\"\/\/www.g005e.com\/2016\/09\/05\/the-world-is-flat\/\">the world is flat<\/a> | <a href=\"\/\/www.g005e.com\/2016\/08\/29\/internet-cant-replace-cpas\/\">will the internet replace cpas?<\/a> | <a href=\"\/\/www.g005e.com\/2016\/08\/22\/offshoring-shaking-accounting\/\">how offshoring is shaking up accounting<\/a> | <a href=\"\/\/www.g005e.com\/2016\/08\/16\/profession-disrupted-compliance-commoditized\/\">the profession disrupted: compliance commoditized<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00\"><a style=\"color: #b79c00\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2016\/11\/07\/14-ways-leverage-client-data\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>let\u2019s assume you have done that. you have spent the time training them. you have helped them to get good data in, so good data can come out.<br \/>\n <a href=\"\/\/www.g005e.com\/2016\/11\/07\/14-ways-leverage-client-data\/#more-50495\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":1840,"featured_media":49750,"comment_status":"closed","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":[1905,3120],"tags":[700,216],"class_list":["post-50495","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-clients-and-service","category-pro-member-exclusive","tag-client-service","tag-sales","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v24.0 - 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