The Definitive Guide To Client Accounting Services

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The Firm of the Future

Author : Paul Dunn,Ronald J. Baker
Publisher : John Wiley & Sons
Page : 478 pages
File Size : 53,9 Mb
Release : 2012-06-12
Category : Business & Economics
ISBN : 9780471456186

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The Firm of the Future by Paul Dunn,Ronald J. Baker Pdf

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.

Integrative Advisory Services

Author : Amy Vetter
Publisher : John Wiley & Sons
Page : 198 pages
File Size : 48,5 Mb
Release : 2017-11-20
Category : Business & Economics
ISBN : 9781119415978

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Integrative Advisory Services by Amy Vetter Pdf

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.

Value Pricing for Accounting Professionals

Author : Mark Wickersham
Publisher : Kogan Page Publishers
Page : 281 pages
File Size : 43,7 Mb
Release : 2022-07-03
Category : Business & Economics
ISBN : 9781398605381

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Value Pricing for Accounting Professionals by Mark Wickersham Pdf

Accountants and bookkeepers are working long hours but not making the profits they should. A value pricing strategy can lead to better prices for accounting professionals and better results for their clients. The concept of value pricing is simple to understand but many accountants struggle with the price conversation and lack the confidence to charge higher prices. Value Pricing for Accounting Professionals is a practical guide to building a clear pricing strategy, feeling more confident and increasing earnings. It covers the critical steps to pricing a new client and how to re-price existing clients without losing them by quantifying value. The book's step-by-step approach is backed up by dozens of real-life case studies of firms which applied these methods to get better results, along with benchmarking research based on a survey of thousands of accounting professionals. There is guidance on calculating a profitable price, creating effective packages and managing the 'invisible' cost of scope creep, and new insights into meeting clients remotely and pricing in difficult economic times. Become more profitable and deliver extraordinary solutions to clients with this essential guide to effective value pricing.

Xero

Author : Amanda Aguillard
Publisher : John Wiley & Sons
Page : 448 pages
File Size : 54,5 Mb
Release : 2021-04-30
Category : Business & Economics
ISBN : 9781119759232

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Xero by Amanda Aguillard Pdf

Learn how to maximize value and increase efficiency in Xero with basics and best practices Xero: A Comprehensive Guide for Accountants and Bookkeepers is a how-to guide for Xero’s US-based advisors. Xero is rapidly gaining traction as an accounting and bookkeeping software, as competitors’ strategic changes have left professional advisors looking for an alternative. The rapid adoption of cloud technology by businesses has left many accountants and bookkeepers in need of a guide to quickly gain the Xero skillset. This book covers all features available in the Established subscription plan in Xero. You’ll walk through the technical details of how to take advantage of everything Xero has to offer. In addition to introducing you to the basics of using Xero, this book provides best practices that will help you streamline bookkeeping workflows and leverage this cloud-based accounting platform. Author Amanda Aguillard also connects the dots between accounting theory and the Xero interface and features, so you will understand exactly why you’re doing what you’re doing. In today’s cloud computing world, we need all our tech tools to play nicely together, and this book delivers on that goal, showing you how to integrate Xero to your other software for seamless operation. Master Xero’s interface and features—specific for the US version of the software Learn how to integrate Xero with other cloud-based software Discover best practices that can help you maximize the value you get from using Xero Access the companion website, full of templates for reports, invoices, bills with payments, and more Xero: A Comprehensive Guide for Accountants and Bookkeepers , along with its companion website, is your one-stop resource for becoming fluent in the features and functionalities of this global accounting software platform.

The Definitive Guide to SOA

Author : David Schorow,Jeff Davies,Samrat Ray,David Rieber
Publisher : Apress
Page : 524 pages
File Size : 48,9 Mb
Release : 2008-10-21
Category : Computers
ISBN : 9781430210580

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The Definitive Guide to SOA by David Schorow,Jeff Davies,Samrat Ray,David Rieber Pdf

The Definitive Guide to SOA: Oracle® Service Bus, Second Edition targets professional software developers and architects who know enterprise development but are new to enterprise service buses (ESBs) and service–oriented architecture (SOA) development. This is the first book to cover a practical approach to SOA using the BEA AquaLogic Service Bus tool. And it's written from the “source”—BEA Systems AquaLogic product lead Jeff Davies. This book provides hands–on information to developing SOA–driven applications with ESBs as central components. It also gives strategic guidance on SOA planning, web service life–cycle management, administration of an ESB, and security considerations. Author Jeff Davies is careful to cut through theory and get straight to demonstrating successful use of the product.

CPA's that Sell

Author : August J. Aquila,Allan D. Koltin,Robert A. Pitts
Publisher : Irwin Professional Publishing
Page : 172 pages
File Size : 51,5 Mb
Release : 1996
Category : Business & Economics
ISBN : UOM:35128001818077

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CPA's that Sell by August J. Aquila,Allan D. Koltin,Robert A. Pitts Pdf

Not a typical selling books, this resource assists CPAs in becoming more efficient in business development. CPAs will learn how to attract new business by effectively promoting their professional services and how to plan a successful sales call, with tips from accountants who sell every day.

Replacing the Rainmaker: Business Development Tools, Techniques and Strategies for Accountants

Author : Ian Tonks
Publisher : Lulu.com
Page : 296 pages
File Size : 45,5 Mb
Release : 2016-07-15
Category : Business & Economics
ISBN : 9781483425153

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Replacing the Rainmaker: Business Development Tools, Techniques and Strategies for Accountants by Ian Tonks Pdf

"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.

A Guide to Forensic Accounting Investigation

Author : Steven L. Skalak,Thomas W. Golden,Mona M. Clayton,Jessica S. Pill
Publisher : John Wiley & Sons
Page : 648 pages
File Size : 49,9 Mb
Release : 2015-12-28
Category : Business & Economics
ISBN : 9781118017715

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A Guide to Forensic Accounting Investigation by Steven L. Skalak,Thomas W. Golden,Mona M. Clayton,Jessica S. Pill Pdf

Recent catastrophic business failures have caused some to rethinkthe value of the audit, with many demanding that auditors take moreresponsibility for fraud detection. This book provides forensicaccounting specialists?experts in uncovering fraud?with newcoverage on the latest PCAOB Auditing Standards, the ForeignCorrupt Practices Act, options fraud, as well as fraud in China andits implications. Auditors are equipped with the necessarypractical aids, case examples, and skills for identifyingsituations that call for extended fraud detection procedures.

Profit First

Author : Mike Michalowicz
Publisher : Penguin
Page : 224 pages
File Size : 40,5 Mb
Release : 2017-01-18
Category : Business & Economics
ISBN : 9780735214163

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Profit First by Mike Michalowicz Pdf

Author of cult classics The Pumpkin Plan and The Toilet Paper Entrepreneur offers a simple, counterintuitive cash management solution that will help small businesses break out of the doom spiral and achieve instant profitability. Conventional accounting uses the logical (albeit, flawed) formula: Sales - Expenses = Profit. The problem is, businesses are run by humans, and humans aren't always logical. Serial entrepreneur Mike Michalowicz has developed a behavioral approach to accounting to flip the formula: Sales - Profit = Expenses. Just as the most effective weight loss strategy is to limit portions by using smaller plates, Michalowicz shows that by taking profit first and apportioning only what remains for expenses, entrepreneurs will transform their businesses from cash-eating monsters to profitable cash cows. Using Michalowicz's Profit First system, readers will learn that: · Following 4 simple principles can simplify accounting and make it easier to manage a profitable business by looking at bank account balances. · A small, profitable business can be worth much more than a large business surviving on its top line. · Businesses that attain early and sustained profitability have a better shot at achieving long-term growth. With dozens of case studies, practical, step-by-step advice, and his signature sense of humor, Michalowicz has the game-changing roadmap for any entrepreneur to make money they always dreamed of.

The E-Myth Accountant

Author : Michael E. Gerber,M. Darren Root
Publisher : John Wiley & Sons
Page : 213 pages
File Size : 47,9 Mb
Release : 2011-03-01
Category : Business & Economics
ISBN : 9780470503669

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The E-Myth Accountant by Michael E. Gerber,M. Darren Root Pdf

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.

Working with the Public Accountant

Author : Adolph G. Lurie
Publisher : McGraw-Hill Companies
Page : 328 pages
File Size : 44,5 Mb
Release : 1977
Category : Business & Economics
ISBN : UOM:39076005297275

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Working with the Public Accountant by Adolph G. Lurie Pdf

Vault Career Guide to Accounting

Author : Jason Alba
Publisher : Vault Inc.
Page : 140 pages
File Size : 42,5 Mb
Release : 2005
Category : Business & Economics
ISBN : 9781581313284

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Vault Career Guide to Accounting by Jason Alba Pdf

Professional career guide from the Vault Career Library - from a look at the types of accounting, including tax and audit, to the types of accounting careers, including the Big Four accounting firms, and government work.