{"id":52885,"date":"2017-10-25t18:15:12","date_gmt":"2017-10-25t22:15:12","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=52885"},"modified":"2017-10-31t08:55:50","modified_gmt":"2017-10-31t12:55:50","slug":"advisor-not-robot","status":"publish","type":"post","link":"\/\/www.g005e.com\/2017\/10\/25\/advisor-not-robot\/","title":{"rendered":"be an advisor, not a robot"},"content":{"rendered":"
<\/a>preparing for the future will require more face time.<\/strong><\/p>\n by jeff pawlow take a look at www.willrobotstakemyjob.com and type in \u201caccountant.\u201d if you select \u201caccountants and auditors\u201d you see that there is a 94 percent chance r2-d2 will be counting cash instead of you sometime soon.<\/p>\n more from the map survey:<\/b> succession issues stalling some m&a<\/a> | firms focus on profitable growth, true leadership<\/a> | survey: many firms in transition<\/a> | technology playing center stage in cpa profession<\/a> on the tax side? things get even grimmer with a 99 percent chance your job will be replaced by automated systems in the near future. lest you think this is simply a gimmick, all you have to do is listen to the leadership of the aicpa as they deliver their series of keynotes on the conference circuit. change is coming to the profession, and as the nifty little website states, when you look at the core services that make up the majority of a typical firm\u2019s billings, \u201cwe are doomed.\u201d<\/p>\n for the past 30 years, we have practiced in the \u201cmap\u201d era \u2013 managing our accounting practices to become faster, better, cheaper. at some level, this view sees the cpa firm as a factory \u2013 a place where raw materials (our client\u2019s data and information) are refined to produce finished goods (tax returns, financial statements, etc.). we\u2019ve gotten pretty good. so good that the robots are ready to take things over. so what\u2019s a practitioner to do?<\/p>\n you\u2019ve heard the litany of \u201ctrusted advisor\u201d for the past several years as the aicpa works to prepare the profession for the disruption to come. we\u2019ve been warned, and if you haven\u2019t begun to pivot your firm in this direction, the time is now. in order to succeed, we need to move away from the \u201cindustrial\u201d paradigm of \u201cmap\u201d and toward the relationship paradigm that underpins \u201cadvisor.\u201d<\/p>\n wondering how to get started? compile a list of your current clients sorted by annual billings from high to low. starting at the top, how many clients does it take to reach 80 percent of total firm revenue?<\/p>\n once you have that list, decide which partners and managers in your firm have day-to-day stewardship for each client, and have them consider the following question: given the importance of this relationship to our firm, who are the key stakeholders at this client and how many times should i be meeting with them each year over and above what they are currently paying me to do for them? these proactive, face-to-face meetings (golf, game, meal, office) are what drive the understanding and intimacy needed to function as that trusted advisor. they allow the practitioner a deeper perspective of the client, and allow them to add value to the relationship based on that understanding.<\/p>\n absent that level of familiarity, you\u2019re just an inefficient robot who is about to be replaced.<\/p>\n","protected":false},"excerpt":{"rendered":"
\nrosenberg map survey<\/i><\/a>
\n<\/em><\/p>\n
\nexclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n
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\nevery year, the authors of the rosenberg map survey ask the industry\u2019s top consultants to share their observations of what they are seeing at cpa firms. specifically, they are asked the following questions:<\/em><\/p>\n\n