client accounting services archives - page 5 of 22 - 卡塔尔世界杯常规比赛时间

want higher profitability? turn to cas

october 1, 2023

the effects of various pricing strategies.

by hitendra patil
client accounting services: the definitive success guide

pricing your services correctly to ensure reasonable profitability is a major decision you will take in your client accounting services practice.

more: cas requires reaching out more | your cas engagement letter needs a reset option | help your clients run their businesses better | cas tech stack depends on cloud use | five ways to profit from cas | cas is a value pitch | 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.

the accounting profession’s largest cas survey results revealed how cas firms price their cas offering:

the topmost method of pricing the cas offering is fixed/flat fee, used by 41 percent of the respondents.
the next common method of pricing cas is “mixed method of pricing” (a mix of hourly, fixed and value pricing), charged by 36 percent of respondents.
hourly billing method is used by 33 percent of respondents.
about 28 percent of respondents use value pricing as the method for cas pricing.

it’s okay to say no to clients (even the large ones)

september 26, 2023

by frank stitely

working with “smaller” clients can often be more rewarding – and profitable – than “big” clients.

by frank stitely
the relentless cpa

there’s a reason you aren’t actively training clients to allow you to work efficiently. you’re afraid that you’ll lose clients.

i guarantee that you will.

more: control your time: avoid ambush meetings and calls | get clients to bring tax docs early … yes, early | why time tracking still matters | make fewer mistakes, increase revenue and capacity | six ways to create a millennial-friendly firm | do you know your turnaround time?
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clients have trained you to be inefficient. they’ll resist retraining. some of them will leave and infect someone else’s practice.

the reason you fear losing clients is that you fear you can’t replace them.

cas requires reaching out more

september 24, 2023

by hitendra patil

use tech to up your communication game.

by hitendra patil
client accounting services: the definitive success guide

a successful client accounting services practice requires increased interactions with clients. your usual non-cas methods of client communications are not sufficient to meet the demands and expectations of your cas clients. you must leverage new tech tools to reach out, communicate and collaborate with clients more frequently.

more: your cas engagement letter needs a reset option | structure insights as what-why-what | set your processes apart in nine steps | five ways to overcome cas staffing challenges | think cas isn’t for your firm? | convince your firm of cas value | ten ways to tell a client is ready for cas | launch cas in just eight steps
exclusively for pro members. log in here or 2022世界杯足球排名 today.

some accounting software can help you automate client notifications (by email/text) based on customized triggers set up in the software. similarly, automated payroll software can keep clients informed automatically. mobile apps of core accounting software are becoming a necessity to deliver client service and communications.

why?
read more →

your cas engagement letter needs a reset option

september 17, 2023

by hitendra patil

even with the best definitions, scopes can change. here’s what to include.

by hitendra patil
client accounting services: the definitive success guide

“people think of us (accountants) as the compliance agents – the necessary evil.”

this sentence haunts me even today, after hearing it nearly 15 years ago from a multi-award-winning, highly experienced cpa.

perception!

more: structure insights as what-why-what | cas reports are better. here’s how. | is it time for your firm to outsource? | raise cas awareness among your clients | which clients are best for cas | how much can automating bank feeds save you? | wants vs. needs: why not fill both? | get sticky with cas | who is the professional?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

has the accounting profession’s brand been (predominantly) perceived as “compliance” only?

“we deal with the past. we do audits. and we deal with the present. we do taxes and books. future – is not our business.”
read more →

structure insights as what-why-what

september 10, 2023

by hitendra patil

how to define and refine your cas processes.

by hitendra patil
client accounting services: the definitive success guide

we know the outcomes that are important from the client perspective can, and should, define your firm’s client accounting services processes.

but how do you create your firm’s cas-specific processes? where should you begin? how would you know what to change and what to add to your processes?

more: cas reports are better. here’s how. | help your clients run their businesses better | cas tech stack depends on cloud use | five ways to profit from cas | cas is a value pitch | accountants are perfect for virtual cfo roles | raise client expectations 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.

it is both difficult and easy to create your firm’s cas processes. it will be difficult, not impossible, to ask if you do not have reasonably deep insights into what your clients need and want. it will be easy if you have periodic interactions with your clients.
read more →

heather satterley: you’ve got to meet people where they are

september 4, 2023

by liz farr

stop saying yes to everything and start saying yes to yourself.

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

the disruptors
with liz farr

heather satterley is well-known for being an accounting tech expert. but tech isn’t the only skill accountants need today and for the future. “you can have great technology skills, but if you don’t have people skills and those softer skills, that’s going to be a problem,” she said.

more podcasts and videos: bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow | jody padar: build a practice that works for you, not vice-versa | ira rosenbloom: with m&a, nobody wants a fixer-upper | peter margaritis: the power skills every accountant needs | joe montgomery: find the sweet spot of the right clients, right services and right prices | marie green: your bad apples are ruining you | megan genest tarnow: hire for curiosity rather than compliance | clayton oates: one way to keep clients for life | randy crabtree: follow these three rules to keep employees happy | erik solbakken: yes, you can work less and make more | donny shimamoto: future firm growth requires a mindshift | jennifer wilson: empower young workers to build the firm everyone loves | mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go | accounting nerds, unlock your super powers | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson

exclusively for pro members. log in here or 2022世界杯足球排名 today.

one of those softer skills that will be a key skill for the future is problem-solving, which requires keeping an open mind to “look at not just facts and figures, but look at tools, resources, people and pull them all together,” she explained. no one can be an expert at everything, so having “a wide network of really awesome professionals” is vital for filling in any gaps “to get the job done.”

cas reports are better. here’s how.

september 3, 2023

by hitendra patil

traditional reports stop short of what businesses need.

by hitendra patil
client accounting services: the definitive success guide

if you are wondering whether client accounting services (cas) needs a different set of reports, you are in the right place. at the same time, it may be confusing how you can produce reports that are different than those your software provides out of the box.

more: help your clients run their businesses better | set your processes apart in nine steps | five ways to overcome cas staffing challenges | think cas isn’t for your firm? | convince your firm of cas value | ten ways to tell a client is ready for cas | launch cas in just eight steps
exclusively for pro members. log in here or 2022世界杯足球排名 today.

cas is about the outcomes of your work, from the clients’ perspective. cas outcomes are useful, insightful, and advise clients in ways that routine, traditional reports cannot deliver. the outcomes you provide from your cas offering need to relentlessly focus on the relevance, usability and importance from your clients’ point of view. one of my ex-clients, an experienced and expert cpa from san diego – who had mostly high-net-worth individuals with multiple businesses as his clients – told me, “after 19 years in practice, i realized that small to medium business entrepreneurs are not really concerned with managing their balance sheets. it is the job of the accountant.”
read more →

are you ready to become a data analyst?

august 30, 2023

by bonnie buol ruszczyk

the right dashboards can optimize your data … and your value.

by bonnie buol ruszczyk

business leaders are constantly called upon to make snap – yet important – decisions. yet, poring through spreadsheets, reports and financial statements can be a laborious and time-consuming process, especially for those who need to act on urgent matters.

more: survey: zoom, teams top meeting choices | are you using too many monitors? or not enough? | one in four firms replaces servers by schedule | you’re probably not reading this on an ipad | 52% of firms look outside for it support | pandemic? what pandemic? | today’s top 3 problems: staffing, workflow and tech
exclusively for pro members. log in here or 2022世界杯足球排名 today.

this is where data visualization tools can be a tremendous boon to organizations. automatically pulling from various data sources, these cloud-based, interactive dashboards present business data visually using charts, graphs and other widgets. once designed, these repositories save precious time for analysts, managers and key decision-makers, allowing them to focus on the information and analysis rather than on the grueling process of gathering it and creating reports.

stop sending the wrong message to audit teams

august 30, 2023

by alan anderson

audit is becoming further commodified.

by alan anderson
transforming audit for the future

instant download:
“the new manifesto for accountants.“

the value of what we provide to clients has declined until it has become a commodity. that, in turn, drives our fees down.

the lack of innovation means that our clients can’t tell the difference between the audit we do and one done by the firm down the street. none of them provide relevant information or any value to our clients.

more: three fundamental questions to ask in audit | how auditors can beat ai | the big issues in audit: frustration, inconsistency and technology | five ways to increase audit efficiency | early adopters gain an edge in audit | talent retention: five tips for an audit adjustment | six benefits of an internal audit | the ten financial controls that’ll make you a hero | five cash reports you can’t live without | when an audit is a great thing
exclusively for pro members. log in here or 2022世界杯足球排名 today.

if our clients don’t see the value, then the audit is only being done to meet a regulatory or banking requirement, and in that case, the cheapest option that meets that basic requirement is the one they choose.

adrian hong: necessity can make you an expert

august 29, 2023

by donny shimamoto

innovation insights: trial by fire may not be fun, but it can make you a pro.

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

innovation insights
with donny shimamoto
center for accounting transformation

adrian hong’s journey into the realm of environmental, social, and governmental (esg) reporting has been nothing short of inspiring. as the founder of hong consulting, llc, his dedication to assisting companies with esg reporting stems from a rich tapestry of experiences, all pointing to one common thread – the desire to help.

more: blake oliver: why tax work yearns to be free |private equity explodes in u.k. | brannon poe: the status quo must go | accounting nerds, unlock your super powers | private equity vs. the cpa firm partnership the fintech flood: accounting will never be the same | think small to think big with matt wilkinson | your sales tax headaches are only just beginning | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson | turning client service into new revenue

see also: deloitte develops audit technology for smaller firms

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after building a formidable reputation in auditing within public accounting and lending his skills to the financial accounting standards board for refining external taxonomy, life had other plans. hong returned to his roots in hawaii to steer the helm of his family’s venture, island plastic bags.

five ways your cas practice traps you

august 28, 2023

by michael hsu

know the pitfalls … and how to avoid them.

by w. michael hsu, cpa

are you working tirelessly but not seeing the benefits and results you deserve? essentially, do you feel trapped in the cycle of your business? if so, you’re not alone.

more: review your cas: when, what, how | be serious about ai, not amused | how to offer proof to cas prospects | how to market cas to existing clients | 12 cas profitability killers | how weekly cas reports help businesses | cas: much more than bookkeeping
exclusively for pro members. log in here or 2022世界杯足球排名 today.

many firm owners, as well as the entrepreneurs they serve, feel exhausted by their business, but it doesn’t have to be that way.

in this article, we’ll identify common signs that your business is trapping you, and show you how to optimize for freedom. by addressing these issues and implementing some simple strategies, you can reduce stress, achieve more and live a life you love.

help your clients run their businesses better

august 27, 2023

by hitendra patil

six ways that cas processes are different.

by hitendra patil
client accounting services: the definitive success guide

let us focus on cas-specific processes that can give you competitive advantages. this is not about the technicalities of accounting processes. as a professional accountant, you already know the accounting fundamentals required to create your processes for each of the segments of the services you provide.

more: set your processes apart in nine steps | is it time for your firm to outsource? | raise cas awareness among your clients | which clients are best for cas | how much can automating bank feeds save you? | wants vs. needs: why not fill both? | 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.