The Definitive Success Guide to Client Accounting Services PDF Download
Are you looking for read ebook online? Search for your book and save it on your Kindle device, PC, phones or tablets. Download The Definitive Success Guide to Client Accounting Services PDF full book. Access full book title The Definitive Success Guide to Client Accounting Services by Hitendra Patil. Download full books in PDF and EPUB format.
Author: Hitendra Patil
Publisher: CPA Trendlines
ISBN: 9781735412320
Category :
Languages : en
Pages :
Get Book Here
Book Description
Author: Hitendra Patil
Publisher: CPA Trendlines
ISBN: 9781735412320
Category :
Languages : en
Pages :
Get Book Here
Book Description
Author: Hitendra Patil
Publisher: CPA Trendlines
ISBN: 9781735412313
Category :
Languages : en
Pages :
Get Book Here
Book Description
Author: Carl S. Chilton
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 224
Get Book Here
Book Description
Author: Robert Half
Publisher:
ISBN: 9780137815357
Category : Business & Economics
Languages : en
Pages : 196
Get Book Here
Book Description
Author: Paul Dunn
Publisher: John Wiley & Sons
ISBN: 0471456187
Category : Business & Economics
Languages : en
Pages : 478
Get Book Here
Book Description
Provides accountants in small and medium sized firms the tool to expand services beyond attest and compliance functions. Shows how to transition to other professional services that clients value. Provides a pro-forma business plan for mapping a three to five year plan for the transition to a successful practice. Positions consulting as an extension to traditional services, not just an alternative. Includes many real world examples of accountants who have made a successful transition to new services, discussing the challenges and the results achieved. Focuses on quality of life issues and how to get there.
Author: Amy Vetter
Publisher: John Wiley & Sons
ISBN: 1119422027
Category : Business & Economics
Languages : en
Pages : 144
Get Book Here
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.
Author: Michael E. Gerber
Publisher: John Wiley & Sons
ISBN: 0470503661
Category : Business & Economics
Languages : en
Pages : 213
Get Book Here
Book Description
Distilled small business advice for accounting practices Many accountants in small and mid-size practices are experts when it comes to their professional knowledge, but may not have considered their practice as much from a business perspective. Michael Gerber's The E-Myth Accountant fills this void, giving you powerful advice on everything you need to run your practice as a successful business, allowing you to achieve your goals and grow your practice. Featuring Gerber's signature easy-to-understand, easy-to-implement style, The E-Myth Accountant features Gerber's universal appeal as a recognized expert on small businesses who has coached, taught, and trained over 60,000 small businesses A recognized and widely respected co-author and leader in the accounting field The E-Myth Accountant is the last guide you'll ever need to make the difference in building or developing your successful accounting practice.
Author: August J. Aquila
Publisher: John Wiley & Sons
ISBN: 0471681873
Category : Business & Economics
Languages : en
Pages : 352
Get Book Here
Book Description
"Clients At The Core is an essential blueprint to helping usall take the next steps. The authors, battle scarred by theevolution of professional firm management and marketing from thento now, have captured the changing needs of the firms in thisturbulent new economic era. This is a well-written book that usesplain language to convey practical, well thought-out ideas." -Patrick J. McKenna, a leading international consultant toprofessional service firms "The authors have captured the changing role of professionalservices marketing and firm management. There is valuable insight[in this] down-to-earth guide to competing successfully in the newenvironment." -David Maister, author and consultant "The book is a masterpiece! Aquila and Marcus have produced theessential guide for managing a professional services firm. They'vemarshaled their considerable real-life experiences and far-reachingvision into a veritable operating manual for the successfulfirm." -Rick Telberg, Editor at Large, American Institute ofCertified Public Accountants "At its heart, this book is the running shoe for legal andaccounting professionals who want to put the client first.Following the evolution of the industry over the past twenty-fiveyears, this must-have for every professional services firm is thekey to leading in the turbulent and highly competitive watersahead." -Richard S. Levick, Esq., President, Levick StrategicCommunications, LLC coauthor, Stop the Presses: The Litigation PRDesk Reference "Client selection and retention is one of the critical successfactors for a professional services firm, and Aquila and Marcus doa masterful job at educating us on the necessary ingredients ofeach. The chapters on firm governance and paying for performanceare thought provoking and certainly challenging to the conventionalwisdom. If you want a better understanding of marketing and leadinga professional firm in these turbulent times, this book isessential." -Ronald J. Baker, author, Professional's Guide to ValuePricing and The Firm of the Future "Client at the Core is a commonsense approach to keeping yourprofessional services firm relevant in the twenty-first century'sclient-driven economy. Aquila and Marcus have hit a home run withtheir insightful analysis and poignant prose." -Jeffrey S. Pawlow, Managing Shareholder, The GrowthPartnership, Inc.
Author: Troy Waugh
Publisher: John Wiley & Sons
ISBN: 0471703583
Category : Business & Economics
Languages : en
Pages : 370
Get Book Here
Book Description
Expert guidance for CPAs who want to become marketing savvy, improve profits, and gain satisfaction This updated Second Edition demonstrates how combining the power of trust with the power of persuasion can help CPAs sell their services more effectively. Each chapter develops a key concept of marketing or selling that's easy to follow and shows how to apply the concepts to any CPA practice. Through a step-by-step approach to developing and mastering a stronger marketing and sales presence, this book focuses on how to dramatically enhance the reader's growth potential. It presents real-world examples from top CPA rainmakers and other marketing and management gurus, including Tom Peters. This updated second edition offers interviews covering Sarbanes-Oxley and the new accounting rules. Troy Waugh, CPA (Nashville, TN), is founder, President, and CEO of The Rainmaker Academy, a comprehensive three-year leadership, client service, and practice development training program for CPAs.
Author: Jo Ann Rosen
Publisher: Wiley
ISBN: 9780471111696
Category : Business & Economics
Languages : en
Pages : 262
Get Book Here
Book Description
smart accounting professionals are justifiably concerned with finding and keeping clients. The competition is fiercer than ever, especially for small and medium-sized firms. Marketing Made Easy for the Small Accounting Firm is a valuable step-by-step guide for every accounting professional who has ever wondered where and how to find the next client. It's an eye-opener for those who have been reluctant to actively market their firm's services—either because they didn't know how to proceed or because they were afraid it would distract them from their accounting practice. In this concise, readable book, experienced marketer Jo Ann Rosen shares her knowledge of working with Big 6 as well as smaller accounting firms. She shows you techniques you can apply to improve your practice development efforts and expand your client base. Once you begin using these techniques, you'll start to see your practice in a new light and find business opportunities where you thought none existed before. Based on actual case studies, Marketing Made Easy for the Small Accounting Firm shows you why it is important to set specific goals and how to develop a realistic marketing plan. It explains why you need to organize your internal operations, how to establish a powerful database, and, most importantly, how to generate leads and turn prospects into clients. Without spending a dime on added staff or outside consultants, you'll learn essential marketing and public relations techniques that will give your firm greater visibility. You'll discover the amazing power of networking (when it's done correctly), the secrets of effective direct mail, and the best ways to use the media to your advantage. You'll also discover why some luncheons, seminars, and special events generate new business and why others fall short. By helping you organize the business development aspect of your work, Marketing Made Easy for the Small Accounting Firm will enable you to put in place the necessary goals that will strengthen and expand your client base. In addition, it will give you the freedom to concentrate on delivering the services for which your firm has been retained. Learn what the Big 6 accounting firms have known for years: There is no client development without marketing If you are concerned about finding and keeping new clients for your small or medium-sized accounting firm, Marketing Made Easy for the Small Accounting Firm will shed light on marketing methods that both large prestigious firms and small aspiring practices use to stay successful. With this invaluable guide, you'll learn: How to set goals, analyze research and demographics, target clients, and clearly identify the services you offer How to develop a realistic marketing plan—devising flexible strategies; choosing the right business development vehicles; understanding the importance of timing, follow-up, and tracking. Included is a sample marketing plan that can be adapted to your specific needs. How to organize your firm internally for the task of developing new business—working as a team, building and using a data base, and determining the marketing roles of each member of the firm How to harness the power of networking How to generate leads that turn prospects into clients—with tips on direct mail, special events, and using the media. Written in a friendly, readable style, Marketing Made Easy for the Small Accounting Firm is packed with real-world case studies that further enhance its value as a resource in your business development efforts.
