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Author : Hitendra Patil
Publisher : CPA Trendlines
ISBN 13 : 9781735412320
Total Pages : pages
Book Rating : 4.4/5 (123 download)
Download or read book The Definitive Success Guide to Client Accounting Services written by Hitendra Patil and published by CPA Trendlines. This book was released on 2021-03 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Hitendra Patil
Publisher : CPA Trendlines
ISBN 13 : 9781735412313
Total Pages : pages
Book Rating : 4.4/5 (123 download)
Download or read book The Definitive Guide to Client Accounting Services written by Hitendra Patil and published by CPA Trendlines. This book was released on 2021 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Carl S. Chilton
Publisher :
ISBN 13 :
Total Pages : 224 pages
Book Rating : 4.3/5 (555 download)
Download or read book The Successful Professional Client Accounting Practice written by Carl S. Chilton and published by . This book was released on 1983 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Robert Half
Publisher :
ISBN 13 : 9780137815357
Total Pages : 196 pages
Book Rating : 4.8/5 (153 download)
Download or read book Robert Half's Success Guide for Accountants written by Robert Half and published by . This book was released on 1987 with total page 196 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Paul Dunn
Publisher : John Wiley & Sons
ISBN 13 : 0471456187
Total Pages : 478 pages
Book Rating : 4.4/5 (714 download)
Download or read book The Firm of the Future written by Paul Dunn and published by John Wiley & Sons. This book was released on 2012-06-12 with total page 478 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 13 : 1119422027
Total Pages : 144 pages
Book Rating : 4.1/5 (194 download)
Download or read book Integrative Advisory Services written by Amy Vetter and published by John Wiley & Sons. This book was released on 2017-11-03 with total page 144 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 13 : 0470503661
Total Pages : 213 pages
Book Rating : 4.4/5 (75 download)
Download or read book The E-Myth Accountant written by Michael E. Gerber and published by John Wiley & Sons. This book was released on 2011-03-01 with total page 213 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 13 : 0471681873
Total Pages : 352 pages
Book Rating : 4.4/5 (716 download)
Download or read book Client at the Core written by August J. Aquila and published by John Wiley & Sons. This book was released on 2004-07-29 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt: "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 : Jerry Maginnis
Publisher : John Wiley & Sons
ISBN 13 : 1119855292
Total Pages : 182 pages
Book Rating : 4.1/5 (198 download)
Download or read book Advice for a Successful Career in the Accounting Profession written by Jerry Maginnis and published by John Wiley & Sons. This book was released on 2021-10-06 with total page 182 pages. Available in PDF, EPUB and Kindle. Book excerpt: Practical guidance to optimize the benefits of your accounting degree—no matter what stage of your career! Originally conceived and designed to provide helpful advice to college and university accounting majors and early-career professionals, this book evolved into a valuable resource for those groups as well as others who may be further along in their accounting careers. It contains many practical examples and real-life experiences from a long and successful career in the profession that you won't find in any accounting, auditing, or tax textbook. And it is written in a fun and engaging style with a simple goal in mind: to share lessons learned and insights that will help accountants of all ages optimize their career opportunities! Jerry Maginnis, CPA, the former Office Managing Partner for the Philadelphia office of KPMG, one of the "Big Four" Accounting Firms, currently serves as the "Accounting Executive in Residence" at Rowan University in Southern New Jersey. In this role, he has counseled and mentored dozens of students and early career professionals. The book leverages Jerry's real-world experience and his advice and counsel is delivered in a fashion that will make you feel like you are having a one on one conversation with him! Readers will also enjoy: Advice delivered concisely: each chapter is succinct and provides essential takeaways and action plans for all points in a career A guidebook that is efficiently organized into three sections—for college and university students, for early-career professionals, for accountants of all ages and experience levels—allowing the reader to focus on the sections that are most applicable to them An excellent refresher or reminder of concepts or principles that are important to even the most successful and experienced accountants Loaded with "real world" tips and techniques, Advice for a Successful Career in the Accounting Profession is an ideal resource for accountants and auditors, tax and advisory professionals, and University professors and high school instructors teaching Accounting, undeclared business majors, underrepresented populations, and students aspiring to become CPAs.
Author : Troy Waugh
Publisher : John Wiley & Sons
ISBN 13 : 0471703583
Total Pages : 370 pages
Book Rating : 4.4/5 (717 download)
Download or read book Power Up Your Profits written by Troy Waugh and published by John Wiley & Sons. This book was released on 2005-01-21 with total page 370 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 13 : 9780471111696
Total Pages : 262 pages
Book Rating : 4.1/5 (116 download)
Download or read book Marketing Made Easy for the Small Accounting Firm written by Jo Ann Rosen and published by Wiley. This book was released on 1995-09-20 with total page 262 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Author : William J. Winston
Publisher : Psychology Press
ISBN 13 : 9781560248729
Total Pages : 416 pages
Book Rating : 4.2/5 (487 download)
Download or read book Marketing for CPAs, Accountants, and Tax Professionals written by William J. Winston and published by Psychology Press. This book was released on 1995 with total page 416 pages. Available in PDF, EPUB and Kindle. Book excerpt: The contributing authors to Marketing for CPAs, Accountants, and Tax Professionals combine their expertise into a reference manual for today's accountant. Presented in four sections, the book covers all areas pertinent to effective marketing for accounting firms in the 90s and beyond: The Marketing Process Are Accountants Responding to the Challenge of Change? Marketing by CPA Firms: Room for Improvement? Has the Household User Profile for Accounting Services Changed? The Small Accounting Firm: Managing the Dynamics of the Marketing Function Perspectives on Marketing Professional Tax Service Marketing From a Consumer Buyer Behavior Perspective Price of Tax Preparation Services and the CPA Credential on Perceived Quality of Service Marketing Implications for Small CPA Firms Based on Clients' Criteria for Selection and Retention Advertising Advertising by Accountants: Attitudes, Practice, and Their Use of Marketing Tools A Survey of the Utilization of Advertising by CPA Firms The Changing Face of Accounting Advertising Marketing Tools and Strategies Marketing Financial Planning Services: Highlights of a Survey of CPAs Strategic Marketing Planning for the Development of the Small Accounting Practice A Complete Positioning Strategy for the Professional Services Firm Practical Approaches for Evaluating the Quality of Professional Accounting Services An Empirical Investigation of the Pricing of Professional Services (Applied to Public Accounting)
Author : Steven Sacks
Publisher : CPA Trendlines
ISBN 13 : 9780999035696
Total Pages : pages
Book Rating : 4.0/5 (356 download)
Download or read book The New Fundamentals written by Steven Sacks and published by CPA Trendlines. This book was released on 2020 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Joseph Kastantin
Publisher : Praeger
ISBN 13 :
Total Pages : 232 pages
Book Rating : 4.3/5 (512 download)
Download or read book Professional Accounting Practice Management written by Joseph Kastantin and published by Praeger. This book was released on 1988-06-27 with total page 232 pages. Available in PDF, EPUB and Kindle. Book excerpt: With rising competition in the field, independent accountants as well as accounting firms are finding it harder to survive and make a profit. According to the author of this management guide, the difficulty is compounded by the fact that most professional accountants lack training or expertise in managing a practice. Kastantin, an experienced CPA, consultant, and accounting educator, has written a comprehensive manual that will enable accountants to upgrade their practices systematically and develop the human relations competence that is vital to managing a successful practice. The first several chapters discuss the need to accept a basicbusiness orientation through a stated business purpose and to define the size and scope of a practice as well as personal finance goals. The author next considers such basics as liability insurance, employment contracts, and financing methods. A major section of the book is devoted to working relationships with bookkeepers and other staff, partners, bankers, and the Internal Revenue Service. Chapters on client services offer specific guidelines on management concerns relating to auditng, review and compilation, tax practice, management advisory services, and client write-up services. Turning to the question of marketing, the author gives detailed advice on soliciting clients, advertising and the creating of a firm image, and explores the ethical issues involved. he describes the various ways that computers can assist the practitioner in managing a practice. He suggests an organized approach to accounting practice administration and outlines the use of financial statements and break-even analysis in practice management. The final chapter, which includes a case study, deals with business budgeting and sales forecasting as they relate to banking relationships, business management, and personal financial planning. This convenient, logically organized manual is an invaluable resource for the accounting practitioner who wishes to maximize financial return and to develop the kind of well-run practice that can retain clients despite increased competition. It is an appropriate acquistion for the business and accounting collections of academic and public libraries.
Author : Rob Nixon
Publisher : Fontaine Press Pty Ltd
ISBN 13 : 1922204145
Total Pages : 194 pages
Book Rating : 4.9/5 (222 download)
Download or read book Accounting Practices Don't Add Up! written by Rob Nixon and published by Fontaine Press Pty Ltd. This book was released on 2011-03 with total page 194 pages. Available in PDF, EPUB and Kindle. Book excerpt: The traditional Accounting ‘Practice’ model is outdated. Your clients do not want an accountant who is just an order taker. What they do want is an accounting firm that looks to the future and provides them with timely advice on what they should be doing now to improve their businesses and ultimately to help them achieve their financial and lifestyle goals. If you want to be that firm, you need to read ‘Accounting Practices Don’t Add Up’ to learn how. In this book, Rob Nixon reveals how he helps accounting firms succeed.
Author : Ian Tonks
Publisher : Lulu.com
ISBN 13 : 1483425150
Total Pages : 296 pages
Book Rating : 4.4/5 (834 download)
Download or read book Replacing the Rainmaker: Business Development Tools, Techniques and Strategies for Accountants written by Ian Tonks and published by Lulu.com. This book was released on 2015-03-17 with total page 296 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Replacing the Rainmaker" is a practical guide to business development for accountants. It offers an array of tools, techniques and strategies to help accountants win more work. It gives you everything you need to launch a successful firm-wide business development effort. Each topic in the book culminates with three key takeaways and many topics include step-by-step processes to help put the ideas into action. The book is supplemented by additional resources, including online workshops, templates, spreadsheets and any other materials needed to jump-start your business development efforts. The book is written for any CPA, whether you're a sole practitioner, staff accountant or partner at a large firm. If you have an open mind and a desire to grow your business through calculated business development strategies, this book is for you.
Author : Paul D. Fisher
Publisher : CRC Press
ISBN 13 : 1040082254
Total Pages : 117 pages
Book Rating : 4.0/5 (4 download)
Download or read book Beyond the Days of the Giants written by Paul D. Fisher and published by CRC Press. This book was released on 2017-07-27 with total page 117 pages. Available in PDF, EPUB and Kindle. Book excerpt: During the next 10 years, an estimated 40-50 percent of the partners in public accounting firms will retire. This exodus will place an enormous intellectual and financial strain on firms as they scramble to train and promote new partners, retire the existing ones in an orderly manner, and find the profitability to do so in extraordinarily lean economic times. Beyond the Days of the Giants: Solving the Crisis of Growth and Succession in Today‘s CPA Firms is a practical, readable implementation guide for your firm to use during this next critical decade. It gives step-by-step guidance on how to:Create a growth culture founded in practitioner-led value creation,Build a no-new-cost practice system to operate within it , andRenew practitioner accountability, not to disappearing Giant-centered value creation systems, but to evidence-based value management practiceled by our New Giants.
