here’s what you’re looking for: hitendra patil

don’t just introduce, reinforce.

by hitendra patil
client accounting services: the definitive success guide

unless you become the “cas champion” or make someone accountable to be one, your client accounting services practice will not take off the starting blocks.

more: how much can automating bank feeds save you? | accountants are perfect for virtual cfo roles | raise client expectations with cas | the why behind your cas why
exclusively for pro members. log in here or 2022世界杯足球排名 today.

and the single biggest initial challenge for the cas champ is how to communicate the value of cas to the firm’s future fortune to every stakeholder – be it partners, staff, clients and prospects. for this post, i will assume that your cas champ absolutely “gets it.”
read more →

would you believe 75 percent?

by hitendra patil
client accounting services: the definitive success guide

in the desktop days, write-up, bookkeeping and accounting processes were perceived more as “data-entry” work. the price clients were willing to pay for data entry put so much pressure on fees that many firms found it is not worth the hassle.

more: accountants are perfect for virtual cfo roles | ten ways to tell a client is ready for cas | wants vs. needs: why not fill both? | raise client expectations with cas | launch cas in just eight steps | get sticky with cas | the why behind your cas why | who is the professional?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

other services such as tax preparation, financial statements preparation, etc. brought in higher per-hour dollars than write-up, bookkeeping and accounting work could. such work got more and more “outsourced” by accounting firms to bookkeeping firms, freelancer bookkeepers and “processing” firms operated by non-cpas/non-accountants.
read more →

some are in the numbers. some are more subtle.

by hitendra patil
client accounting services: the definitive success guide

experience of those offering successful client accounting services shows that the fastest way to start your cas practice is to provide it to some of your existing clients. if you already have a cas practice, it is important to periodically analyze which of your clients have become a good fit for cas. it is important to note that not all of your clients will be good fits for cas.

more: wants vs. needs: why not fill both? | raise client expectations with cas | launch cas in just eight steps | get sticky with cas | the why behind your cas why | who is the professional?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

there are some easy ways to identify which of your existing clients are cas-fit, i.e., which of your clients will benefit the most from your cas offering. and then there are some not-so-easy ways to know which are your cas-fit clients.
read more →

cas can help make it happen.

by hitendra patil
client accounting services: the definitive success guide

what some clients feel is an absolute need, other clients may feel it is not. people may need to book an uber or lyft ride, but some of them may want a premium ride.

more: raise client expectations with cas | launch cas in just eight steps | get sticky with cas | the why behind your cas why | who is the professional?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

some of your client accounting services will be the premium ride your clients will want. for some clients, your premium services will be the need. (you want such clients.)
read more →

they see what can be automated.

by hitendra patil
client accounting services: the definitive success guide

we know that cas generally constitutes three key service segments:

• after-the-fact financial statement preparation, i.e., “write-up,”
• business transaction processing and
• outsourced cfo and controller services.

more: launch cas in just eight steps | get sticky with cas | the why behind your cas why | who is the professional?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

tax planning/tax strategy services may also become part of your cas offering if you have interest/expertise in that segment.
read more →

here’s how.

by hitendra patil
client accounting services: the definitive success guide

whether you are thinking of offering client accounting services, have already started offering it, or you want to grow your cas practice or make it more profitable, some proven steps will make your cas practice shape up in the most optimized way. if you have already started offering cas, these are the steps that you will revisit from time to time.

more: get sticky with cas | the why behind your cas why | who is the professional?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

there are eight steps to get started in cas and make your cas practice better. the following details are just a bird’s-eye view of the important aspects of how to create your cas practice.
read more →