Transforming Your Client Accounting Services
Accounting Firm Best Practices on how to Strategically Price, Package and Position Client Accounting Services within Your Firm
Inside this comprehensive white paper, you will find:
- Traditional Client Accounting Services Overview — challenges most firms face today
- Profile of Six CPA Firms who are Leading the Way in Transforming this Area of their Practice
- Client Accounting Services Strategies for the Future
- Positioning
- Product/Service Mix
- Pricing Strategies
- Place — Identifying Your Ideal Target Clients
- Leveraging Cloud Computing to Improve Profitability
Based on extensive research and insight from practitioners who are paving the way, this paper will posit some ideas that your firm can implement to position, package, and price your client accounting services to increase the level of service that you provide your clients, and ultimately enhance your firm's bottom line. Firms that are transforming their client accounting services practices are doing so by:
- Strategically positioning their client accounting service line as proactive, consultative services for their corporate clients and moving the focus away from low-value, transaction-oriented services. Firms are deepening their client relationships and delivering information that enables their clients to improve their business processes, cash flow, and profitability
- Leveraging Internet-based software technologies, or cloud-based Software as a Service (SaaS) applications, to increase collaboration with clients and other firm leaders and to enhance productivity and repeatable processes
- Creating non-traditional work environments that take advantage of remote or part-time resources and not requiring the expense of full-time staff that may not be fully utilized
This White Paper is FREE with our compliments! Download it now.
Note: You will be prompted to fill out a short online form. You will then receive an email with a link to download the white paper.
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In the White Paper, you'll hear from progressive CPAs who value cloud-based tools in their firm.
We look at Client Accounting Services differently than other firms. We see it as allowing us to truly act in a trusted business advisor role — not just as someone's bookkeeper. Bookkeeping is important, but it is simply a means to our end goal — which is helping our business owners succeed.
Tom Crutchfield, CPA, Partner
The Burdette Smith Group, P.C.
Clients value financial statement analysis, not write-up or financial statement preparation. We work to deliver the value of analysis and advice and strive to be a world-class service provider.
Seth Pomeroy, Partner
NDH Group, Ltd.
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