John Wiley & Sons Integrative Advisory Services Cover Stop crunching numbers and start truly serving your clients Integrative Advisory Services is the CP.. Product #: 978-1-119-41597-8 Regular price: $39.16 $39.16 In Stock

Integrative Advisory Services

Expanding Your Accounting Services Beyond the Cloud

Vetter, Amy


1. Edition January 2018
204 Pages, Hardcover
Wiley & Sons Ltd

ISBN: 978-1-119-41597-8
John Wiley & Sons

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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.




Chapter 1: 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?



Chapter 2: 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



Chapter 3: 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



Chapter 4: 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





Chapter 5: 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



Chapter 6: 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



About the Author