{"id":82772,"date":"2021-03-29t12:00:37","date_gmt":"2021-03-29t16:00:37","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=82772"},"modified":"2024-08-14t09:30:16","modified_gmt":"2024-08-14t13:30:16","slug":"the-cpas-best-role-leveraging-knowledge-not-just-process","status":"publish","type":"post","link":"\/\/www.g005e.com\/2021\/03\/29\/the-cpas-best-role-leveraging-knowledge-not-just-process\/","title":{"rendered":"the cpa&#8217;s best role: leveraging knowledge, not just process"},"content":{"rendered":"<p><strong>david bergstein says you&#8217;re wasting your time and your client&#8217;s money if you&#8217;re not focussing on the future.<iframe style=\"width: 100%; height: 208px;\" src=\"https:\/\/www.podomatic.com\/embed\/html5\/episode\/9996390?style=normal&amp;autoplay=false\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/strong><\/p>\n<p><em>with steven sacks<br \/>\n<a href=\"\/\/www.g005e.com\/shop\/ss20tnf\/\">the new fundamentals: thriving in disruption<\/a><br \/>\n<\/em><\/p>\n<p>to be more competitive, cpas need to shift their focus from compliance service to process-oriented, value-added work, veteran cpa david bergstein tells 卡塔尔世界杯常规比赛时间. this means working with clients to understand their business operations, competition, and financial challenges, such as liquidity, solvency, and profitability.<\/p>\n<blockquote><p><strong>more on value-add<\/strong>: <a href=\"\/\/www.g005e.com\/2021\/03\/28\/how-cas-communications-are-different\/\">how cas communications are different<\/a> | <a href=\"\/\/www.g005e.com\/2021\/03\/28\/how-value-billing-eliminates-guesswork\/\">how value billing eliminates guesswork<\/a> | <a href=\"\/\/www.g005e.com\/2021\/03\/28\/avoid-last-minute-deal-making\/\">avoid last-minute deal making<\/a> | <a href=\"\/\/www.g005e.com\/2021\/03\/27\/how-a-great-managing-partner-impacts-firm-growth\/\">how a great managing partner impacts firm growth<\/a> | <a href=\"\/\/www.g005e.com\/2021\/03\/26\/tax-season-client-meetings-kill-them-now\/\">tax season client meetings: kill them now<\/a> | <a href=\"\/\/www.g005e.com\/2021\/03\/26\/do-you-give-yourself-too-much-credit\/\">do you give yourself too much credit?<\/a> | <a href=\"\/\/www.g005e.com\/2021\/03\/23\/17-basic-expectations-of-partners\/\">the 17 rules for making partner at a cpa firm<\/a> | <a href=\"\/\/www.g005e.com\/2021\/03\/22\/three-reasons-to-use-a-professional-for-estate-administration\/\">family feud isn\u2019t just a game show<\/a><\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/>exclusively for pro members.\u00a0<\/strong><a href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2021\/03\/22\/three-reasons-to-use-a-professional-for-estate-administration\/\">log in here<\/a>\u00a0or\u00a0<a class=\"external\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/p>\n<p>see <span style=\"text-decoration: underline;\"><a href=\"\/\/www.g005e.com\/category\/video\/\">more 卡塔尔世界杯常规比赛时间 videos here<\/a><\/span>\u00a0|\u00a0see <span style=\"text-decoration: underline;\"><a href=\"\/\/www.g005e.com\/author\/bergstein\/\">more david bergstein here<\/a><\/span><\/p><\/blockquote>\n<h6><span style=\"color: #00a160;\">^ download and\u00a0<span style=\"text-decoration: underline;\"><a class=\"external\" style=\"color: #00a160; text-decoration: underline;\" href=\"https:\/\/podcasts.apple.com\/us\/podcast\/cpa-trendlines-podcasts\/id1537866697\" target=\"_blank\" rel=\"noopener noreferrer\">subscribe to the podcast on itunes here<\/a><\/span><\/span><\/h6>\n<p><strong>the key takeaways:<\/strong><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">accountants need to switch their focus to look to the future and real-time accounting, which means that the right way of doing things these days is to take advantage of all technology and automation.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">it\u2019s a small and mid-size business that doesn\u2019t have a bookkeeper, that doesn\u2019t have an accountant, that doesn\u2019t have a controller, that doesn\u2019t have a cfo that looks to cpas to help them. cpas\u2019 advantage is to use that technology to automate all those processes and then spend time selling value-added services.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">today, to be successful as an accountant, you must identify what platform or platforms you\u2019re going to use to capture your clients\u2019 data at the source to move it through the system.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">payroll tax processing services can be expanded by setting up the human resource tools that go with it. beyond processing payroll, cpas can find ways to get lower workman\u2019s compensation; automate the onboarding of employees, and provide various benefit options.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">as part of the de-emphasis on process, younger staff members don\u2019t want to do vouchering anymore, which will be supplanted anyway by automation. so, it\u2019s great for firms to offer more training opportunities to their younger staff regarding analytical thinking, selling, and how to consult with clients to find out what their needs are.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><strong>transcript<\/strong><\/p>\n<p><em>david bergstein, interviewed by steven sacks<\/em><br \/>\n <a href=\"\/\/www.g005e.com\/2021\/03\/29\/the-cpas-best-role-leveraging-knowledge-not-just-process\/#more-82772\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2021%2f03%2f29%2fthe-cpas-best-role-leveraging-knowledge-not-just-process%2f&amp;t=the+cpa%e2%80%99s+best+role%3a+leveraging+knowledge%2c+not+just+process'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2021%2f03%2f29%2fthe-cpas-best-role-leveraging-knowledge-not-just-process%2f&amp;title=the+cpa%e2%80%99s+best+role%3a+leveraging+knowledge%2c+not+just+process&amp;summary=david+bergstein+says+you%27re+wasting+your+time+and+your+client%27s+money+if+you%27re+not+focussing+on+the+future.%0d%0a%0d%0awith+steven+sacks%0d%0athe+new+fundamentals%3a+thriving+in+disruption%0d%0a%0d%0a%0d%0ato+be+more+competitive%2c+cpas+need+to+shift+their+focus+from+compliance+service+to+process-oriented%2c+value-added+work%2c+veteran+cpa+david+ber'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2021%2f03%2f29%2fthe-cpas-best-role-leveraging-knowledge-not-just-process%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20the%20cpa&#8217;s%20best%20role:%20leveraging%20knowledge,%20not%20just%20process&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2021\/03\/29\/the-cpas-best-role-leveraging-knowledge-not-just-process\/\" title=\"email this: the cpa&#8217;s best role: leveraging knowledge, not just process \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong>david bergstein says you&#8217;re wasting your time and your client&#8217;s money if you&#8217;re not focussing on the future.<iframe style=\"width: 100%; height: 208px;\" src=\"https:\/\/www.podomatic.com\/embed\/html5\/episode\/9996390?style=normal&amp;autoplay=false\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/strong><\/p>\n<p><em>with steven sacks<br \/>\n<a href=\"\/\/www.g005e.com\/shop\/ss20tnf\/\">the new fundamentals: thriving in disruption<\/a><br \/>\n<\/em><\/p>\n<p>to be more competitive, cpas need to shift their focus from compliance service to process-oriented, value-added work, veteran cpa david bergstein tells 卡塔尔世界杯常规比赛时间. this means working with clients to understand their business operations, competition, and financial challenges, such as liquidity, solvency, and profitability.<\/p>\n<blockquote>\n<p><strong>more on value-add<\/strong>: <a href=\"\/\/www.g005e.com\/2021\/03\/28\/how-cas-communications-are-different\/\">how cas communications are different<\/a> | <a href=\"\/\/www.g005e.com\/2021\/03\/28\/how-value-billing-eliminates-guesswork\/\">how value billing eliminates guesswork<\/a> | <a href=\"\/\/www.g005e.com\/2021\/03\/28\/avoid-last-minute-deal-making\/\">avoid last-minute deal making<\/a> | <a href=\"\/\/www.g005e.com\/2021\/03\/27\/how-a-great-managing-partner-impacts-firm-growth\/\">how a great managing partner impacts firm growth<\/a> | <a href=\"\/\/www.g005e.com\/2021\/03\/26\/tax-season-client-meetings-kill-them-now\/\">tax season client meetings: kill them now<\/a> | <a href=\"\/\/www.g005e.com\/2021\/03\/26\/do-you-give-yourself-too-much-credit\/\">do you give yourself too much credit?<\/a> | <a href=\"\/\/www.g005e.com\/2021\/03\/23\/17-basic-expectations-of-partners\/\">the 17 rules for making partner at a cpa firm<\/a> | <a href=\"\/\/www.g005e.com\/2021\/03\/22\/three-reasons-to-use-a-professional-for-estate-administration\/\">family feud isn\u2019t just a game show<\/a><\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/>exclusively for pro members.\u00a0<\/strong><a href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2021\/03\/22\/three-reasons-to-use-a-professional-for-estate-administration\/\">log in here<\/a>\u00a0or\u00a0<a class=\"external\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/p>\n<p>see <span style=\"text-decoration: underline;\"><a href=\"\/\/www.g005e.com\/category\/video\/\">more 卡塔尔世界杯常规比赛时间 videos here<\/a><\/span>\u00a0|\u00a0see <span style=\"text-decoration: underline;\"><a href=\"\/\/www.g005e.com\/author\/bergstein\/\">more david bergstein here<\/a><\/span><\/p>\n<\/blockquote>\n<h6><span style=\"color: #00a160;\">^ download and\u00a0<span style=\"text-decoration: underline;\"><a class=\"external\" style=\"color: #00a160; text-decoration: underline;\" href=\"https:\/\/podcasts.apple.com\/us\/podcast\/cpa-trendlines-podcasts\/id1537866697\" target=\"_blank\" rel=\"noopener noreferrer\">subscribe to the podcast on itunes here<\/a><\/span><\/span><\/h6>\n<p><strong>the key takeaways:<\/strong><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">accountants need to switch their focus to look to the future and real-time accounting, which means that the right way of doing things these days is to take advantage of all technology and automation.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">it\u2019s a small and mid-size business that doesn\u2019t have a bookkeeper, that doesn\u2019t have an accountant, that doesn\u2019t have a controller, that doesn\u2019t have a cfo that looks to cpas to help them. cpas\u2019 advantage is to use that technology to automate all those processes and then spend time selling value-added services.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">today, to be successful as an accountant, you must identify what platform or platforms you\u2019re going to use to capture your clients\u2019 data at the source to move it through the system.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">payroll tax processing services can be expanded by setting up the human resource tools that go with it. beyond processing payroll, cpas can find ways to get lower workman\u2019s compensation; automate the onboarding of employees, and provide various benefit options.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">as part of the de-emphasis on process, younger staff members don\u2019t want to do vouchering anymore, which will be supplanted anyway by automation. so, it\u2019s great for firms to offer more training opportunities to their younger staff regarding analytical thinking, selling, and how to consult with clients to find out what their needs are.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><strong>transcript<\/strong><\/p>\n<p><em>david bergstein, interviewed by steven sacks<\/em><br \/>\n <a href=\"\/\/www.g005e.com\/2021\/03\/29\/the-cpas-best-role-leveraging-knowledge-not-just-process\/#more-82772\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2021%2f03%2f29%2fthe-cpas-best-role-leveraging-knowledge-not-just-process%2f&amp;t=the+cpa%e2%80%99s+best+role%3a+leveraging+knowledge%2c+not+just+process'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2021%2f03%2f29%2fthe-cpas-best-role-leveraging-knowledge-not-just-process%2f&amp;title=the+cpa%e2%80%99s+best+role%3a+leveraging+knowledge%2c+not+just+process&amp;summary=david+bergstein+says+you%27re+wasting+your+time+and+your+client%27s+money+if+you%27re+not+focussing+on+the+future.%0d%0a%0d%0awith+steven+sacks%0d%0athe+new+fundamentals%3a+thriving+in+disruption%0d%0a%0d%0a%0d%0ato+be+more+competitive%2c+cpas+need+to+shift+their+focus+from+compliance+service+to+process-oriented%2c+value-added+work%2c+veteran+cpa+david+ber'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  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item<\/span><\/a><\/li>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20the%20cpa&#8217;s%20best%20role:%20leveraging%20knowledge,%20not%20just%20process&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2021\/03\/29\/the-cpas-best-role-leveraging-knowledge-not-just-process\/\" title=\"email this: the cpa&#8217;s best role: leveraging knowledge, not just process \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":1892,"featured_media":0,"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":[1905,1362,5,2734,2274,3120,3002,9],"tags":[3445,3447,4278,3958,4281,4283],"class_list":["post-82772","post","type-post","status-publish","format-standard","hentry","category-clients-and-service","category-featured-video","category-outlook","category-podcast","category-pricing","category-pro-member-exclusive","category-special","category-strategy","tag-ai","tag-artificial-intelligence","tag-billing-rate","tag-cpa-billing-rates","tag-fee-structure","tag-pricing-rates","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>the cpa&#039;s best role: leveraging knowledge, not just process - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2021\/03\/29\/the-cpas-best-role-leveraging-knowledge-not-just-process\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"the cpa&#039;s best role: leveraging knowledge, not just process - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" 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