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Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud

ISBN: 978-1-119-41597-8

November 2017

192 pages

Description
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.

About the Author
Amy Vetter, CPA, CITP, CGMA, is Global Vice President, Education, at Xero where she is accountable for developing and executing the global education strategy for accounting partners and SMBs. Her other responsibilities include global oversight on quality and maintenance of certification assessment and ongoing educational content and delivery tools. Vetter has inspired thousands of small business owners and accountants as a national speaker at hundreds of events for over 10 years. She is unique in the accounting industry in that she has worked for three of the major cloud accounting players in the market - Intuit, Intacct, and Xero.  Vetter has been recognized as one of the Most Powerful Women in Accounting in 2016 by CPA Practice Advisor, one of the Top 100 Most Influential People by Accounting Today for two years in a row and was selected twice for the outstanding 40 under 40 list by CPA Technology Advisor. She often shares best practices and her real-world insights on entrepreneurship and accounting via contributed articles in Fast Company, The Business Journals, CPA Practice Advisor, Accounting Today and AccountingWeb.