The Profit Advisor: The New Role of Accountants and Bookkeepers

The Profit Advisor: The New Role of Accountants and Bookkeepers PDF Author: Femke Hogema
Publisher:
ISBN: 9789493056398
Category : Business & Economics
Languages : en
Pages : 268

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Book Description
The accounting industry is changing rapidly. Artificial intelligence and other developments are taking over work from accountants, bookkeepers, tax-advisors and cpa's. They need to add services beyond compliancy work to survive. They need to add value and become profit advisors. The Profit Advisor provides practical tools to accomplish this.

The Profit Advisor: The New Role of Accountants and Bookkeepers

The Profit Advisor: The New Role of Accountants and Bookkeepers PDF Author: Femke Hogema
Publisher:
ISBN: 9789493056398
Category : Business & Economics
Languages : en
Pages : 268

Get Book Here

Book Description
The accounting industry is changing rapidly. Artificial intelligence and other developments are taking over work from accountants, bookkeepers, tax-advisors and cpa's. They need to add services beyond compliancy work to survive. They need to add value and become profit advisors. The Profit Advisor provides practical tools to accomplish this.

The Profit Advisor

The Profit Advisor PDF Author: Femke Hogema
Publisher:
ISBN: 9789493056589
Category : Business & Economics
Languages : en
Pages : 268

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Book Description
The accounting industry is changing rapidly. Artificial intelligence and other developments are taking over work from accountants, bookkeepers, tax-advisors and cpa's. They need to add services beyond compliancy work to survive. They need to add value and become profit advisors. The Profit Advisor provides practical tools to accomplish this.

Profit First

Profit First PDF Author: Mike Michalowicz
Publisher: Penguin
ISBN: 073521414X
Category : Business & Economics
Languages : en
Pages : 225

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Book Description
Author of cult classics The Pumpkin Plan and The Toilet Paper Entrepreneur offers a simple, counterintuitive cash management solution that will help small businesses break out of the doom spiral and achieve instant profitability. Conventional accounting uses the logical (albeit, flawed) formula: Sales - Expenses = Profit. The problem is, businesses are run by humans, and humans aren't always logical. Serial entrepreneur Mike Michalowicz has developed a behavioral approach to accounting to flip the formula: Sales - Profit = Expenses. Just as the most effective weight loss strategy is to limit portions by using smaller plates, Michalowicz shows that by taking profit first and apportioning only what remains for expenses, entrepreneurs will transform their businesses from cash-eating monsters to profitable cash cows. Using Michalowicz's Profit First system, readers will learn that: · Following 4 simple principles can simplify accounting and make it easier to manage a profitable business by looking at bank account balances. · A small, profitable business can be worth much more than a large business surviving on its top line. · Businesses that attain early and sustained profitability have a better shot at achieving long-term growth. With dozens of case studies, practical, step-by-step advice, and his signature sense of humor, Michalowicz has the game-changing roadmap for any entrepreneur to make money they always dreamed of.

Profit First for Ecommerce Sellers

Profit First for Ecommerce Sellers PDF Author: Cyndi Thomason
Publisher:
ISBN: 9780960028313
Category :
Languages : en
Pages : 160

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Book Description
There are four critical areas that today's ecommerce sellers struggle with in growing their businesses - managing inventory relying on debt; understanding their financial data; and maintaining focus. Cyndi Thomason has taken the core concepts of the Profit First methodology created by Mike Michalowicz and customized them to ecommerce.

Integrative Advisory Services

Integrative Advisory Services PDF Author: Amy Vetter
Publisher: John Wiley & Sons
ISBN: 1119415977
Category : Business & Economics
Languages : en
Pages : 198

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Book Description
Stop crunching numbers and start truly serving your clients Integrative Advisory Services is the CPA, accounting professional and bookkeeper's guide to the future. As technology paves the way for increased self-reliance and DIY financial services, much of the traditional data entry tasks of accounting professionals and bookkeepers will be reduced. Yet, nothing can replace the human side of the client-advisor experience and the desire to improve your clients' businesses with financial information. Technology will continue marching on, so accounting professionals must adapt to the changing marketplace to thrive in this new paradigm. This book shows you how to provide the kind of value that technology cannot: human connection. Rather than simply reporting data, today's accounting professionals have an opportunity to take a much more active role in their clients' business by analyzing the story behind the numbers, understanding both operations and finance, and guiding the client toward the outcomes they need. Creating an ongoing relationship throughout the year allows you to be proactive rather than reactive, and help your client's business at a holistic level. Your business owner and CEO clients can get the numbers from the computer too—but, they come to you for personalized advice, explanations, and guidance based on their unique situation and financial needs. This book shows you how to take on more of an advisory role and become a critical component of your client's success. Spend less time crunching numbers and more time advising clients Become an integral part of the client's decision-making process Provide real value by clearly communicating financial data analysis Become the strategic partner your client cannot do without Cloud technology, machine learning, and artificial intelligence are not the death knell for financial advisors; in fact, they're the opposite—they do the number crunching for you, leaving you more time to provide the personal guidance that no computer could. As the financial advisory industry evolves, Integrative Advisory Services is your real-world guide to adapting and thriving.

Beyond Bookkeeping

Beyond Bookkeeping PDF Author: Lisa Campbell
Publisher:
ISBN: 9781952654275
Category :
Languages : en
Pages :

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Book Description
Amazon Listing: Not for coverYou don't have to wait any longer. You have the experience and the expertise. Now is the time to elevate your bookkeeping knowledge to a level you thought was out of reach. - No more endless days keeping up- No more missing out on time with family- No more pain-in-the-ass clients- No more feeling trapped in a rut of compliance work With Beyond Bookkeeping, legendary consultant and profit strategist Lisa Campbell leads you step-by-step as you reposition your services, get back your freedom and worth, and make a huge, positive impact on your clients' lives and businesses. In your new role as an advisor to your clients, you will:- Work only with the people you want - Have time for your personal life- Grow your wealth- Experience a career that is fulfilling and rewarding The life you've been dreaming of is in your hands.

Practice Made (More) Perfect

Practice Made (More) Perfect PDF Author: Mark C. Tibergien
Publisher: John Wiley & Sons
ISBN: 1118019318
Category : Business & Economics
Languages : en
Pages : 342

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Book Description
A revised and expanded look at how to thrive and prosper in the financial advisory business A new and revised edition of the eye-opening, no-nonsense handbook on managing and growing a financial-advisory business, Practice Made (More) Perfect is packed with industry insight and practical ideas that every leader and manager within a financial advisory practice needs to know in order to get the most out of their business. Regardless of how little time is available or how seriously challenged a firm may be, this book contains the information that can help. The principles of sound management apply to firms of all types, and the tools provided in this book are guaranteed to be applicable under practically any circumstances. Written by industry expert Mark Tibergien, one of the "25 Most Influential" people in the financial services industry A new edition of a bestselling Bloomberg title Includes fresh insight on recent topics, including how advisors responded during the latest meltdown, the implications of the aging advisory profession, the challenges of attracting and keeping both clients and staff, the role of organizational design in a growing business, recent changes in compensation planning and implementation, and key information on leadership and management in today's financial world Many financial advisers run their businesses as if acquiring more clients will solve any and all problems, but without a strategic framework, more clients just lead to more demands and less time to meet them. The truly successful firm will build strategy, structure, and processes that will ultimately translate into increased profits, cash flow, and transferable value.

Not-for-Profit Accounting

Not-for-Profit Accounting PDF Author: Nancy Church
Publisher:
ISBN: 9780980104103
Category :
Languages : en
Pages : 250

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Book Description


Bookkeeping for Nonprofits

Bookkeeping for Nonprofits PDF Author: Murray Dropkin
Publisher: John Wiley & Sons
ISBN: 1118429702
Category : Business & Economics
Languages : en
Pages : 264

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Book Description
BOOKKEEPING FOR NONPROFITS Bookkeeping for Nonprofits is a hands-on guide that offers nonprofit leaders, managers, and staff the tools they need to create and maintain a complete and accurate set of accounting records. This much-needed resource provides those with little or no bookkeeping experience with practical advice in a highly accessible format. Written by Murray Dropkin and Jim Halpin, Bookkeeping for Nonprofits is a step-by-step introduction to keeping accounting records, which form the foundation for a nonprofit organization's financial reports, tax returns, budgets, cash forecasts, and grant proposals. Using this volume as a guide, nonprofit leaders and staff will be able to set up books with or without accounting software and ensure that the records meet the needs of their organization. Bookkeeping for Nonprofits is a comprehensive resource that Discusses how transactions provide day-to-day information for tracking cash balances and cash requirements Shows how transactions provide information to management and the board of directors for budgeting and other essential tasks Explains basic bookkeeping concepts, such as the accounting equation, the chart of accounts, and income and expense tracking Guides readers through the nuts and bolts of recording a transaction Provides an overview of alternative recordkeeping methodologies and how to choose among them Designed to be easy to use, the book is filled with illustrations and checklists. "Bookkeeping for Nonprofits is the remarkable new guide for a new generation of accounting challenges bookkeepers face every day." —Frances Hesselbein, chairman and founding president, Leader to Leader Institute "Bookkeeping for Nonprofits provides a rare combination of consummate professionalism and clear, accessible writing. Underlying the wealth of technical information lies a great deal of wisdom. The authors have found a way to translate their enormous, on-the-ground experience into usable, actionable policies, procedures, and practices. It is a book that gives all you need to create a fiscally responsible agency with the bonus of helping you become a better manager and a wiser person." —Peter Block, business consultant and author of Flawless Consulting and The Empowered Manager "Bookkeeping for Nonprofits provides an excellent understanding of the practical application of bookkeeping in the real work environment." —Ron Werthman, vice president, finance/treasurer and CFO, Johns Hopkins Health System, The Johns Hopkins Hospital "This is a wonderful book that every bookkeeper in a nonprofit organization should have." —Eusebio David, fiscal director, Federation of Multicultural Programs, Inc.

Xero

Xero PDF Author: Amanda Aguillard
Publisher: John Wiley & Sons
ISBN: 1119759234
Category : Business & Economics
Languages : en
Pages : 448

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Book Description
Learn how to maximize value and increase efficiency in Xero with basics and best practices Xero: A Comprehensive Guide for Accountants and Bookkeepers is a how-to guide for Xero’s US-based advisors. Xero is rapidly gaining traction as an accounting and bookkeeping software, as competitors’ strategic changes have left professional advisors looking for an alternative. The rapid adoption of cloud technology by businesses has left many accountants and bookkeepers in need of a guide to quickly gain the Xero skillset. This book covers all features available in the Established subscription plan in Xero. You’ll walk through the technical details of how to take advantage of everything Xero has to offer. In addition to introducing you to the basics of using Xero, this book provides best practices that will help you streamline bookkeeping workflows and leverage this cloud-based accounting platform. Author Amanda Aguillard also connects the dots between accounting theory and the Xero interface and features, so you will understand exactly why you’re doing what you’re doing. In today’s cloud computing world, we need all our tech tools to play nicely together, and this book delivers on that goal, showing you how to integrate Xero to your other software for seamless operation. Master Xero’s interface and features—specific for the US version of the software Learn how to integrate Xero with other cloud-based software Discover best practices that can help you maximize the value you get from using Xero Access the companion website, full of templates for reports, invoices, bills with payments, and more Xero: A Comprehensive Guide for Accountants and Bookkeepers , along with its companion website, is your one-stop resource for becoming fluent in the features and functionalities of this global accounting software platform.