Integrative advisory services : expanding your accounting services beyond the cloud

Integrative advisory services expanding your accounting services beyond the cloud

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 acc...

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Detalles Bibliográficos
Otros Autores: Vetter, Amy, author (author)
Formato: Libro electrónico
Idioma:Inglés
Publicado: Hoboken, New Jersey : Wiley 2018.
Edición:1st edition
Materias:
Accounting > Computer network resources.
Accounting > Technological innovations.
Ver en Biblioteca Universitat Ramon Llull:https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009631122706719
Tabla de Contenidos:
  • History of the accounting profession
  • From compliance to advisory
  • Technology and humans
  • Looking back on accounting
  • Reaching for the cloud
  • Mankind versus machine
  • New opportunities abound
  • Where does your business go from here?
  • Summary
  • Endnotes
  • Bringing the human side to technology
  • The old way of data-flowing versus the new way
  • What ceos want from their CFOS
  • Choosing your vertical industry niche
  • Steps to create your cloud platform
  • The cherished advisor journey
  • Summary
  • Endnotes
  • The cherished advisor
  • The transformation journey beyond the technology
  • Documenting the business processes
  • Obtaining needed technical and business skills
  • New staffing model
  • Pricing and packaging
  • Summary
  • Endnotes
  • Strategies for marketing your new advisory experience
  • How do you want to design the client experience?
  • Building an overall architecture
  • Creating and implementing a marketing strategy
  • Online marketing
  • Networking
  • Referrals
  • Summary
  • Endnotes
  • Creating a successful sales model and client onboarding process
  • The science of the sale
  • The simple sales process
  • Client onboarding process
  • Creating a project plan
  • Automating your internal processes with crm
  • Summary
  • Endnotes
  • Building lasting relationships
  • Creating personalized virtual relationships
  • Creating touch points to stay engaged
  • Interpersonal awareness to succeed as an advisor: collaboration, influence, negotiation, and communication
  • Leadership capabilities to grow the people around you: team satisfaction and rewards
  • Succession planning tactics for bringing up the next generation of leadership.

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