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Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud
ISBN: 978-1-119-42202-0
November 2017
192 pages
With the introduction of cloud technology, much of the traditional data entry tasks of CPAs, accounting professionals, and bookkeepers has been greatly reduced. This is due to rapid technological innovation in which businesses can deploy high-integrity cloud-based systems, machine learning, and artificial intelligence.
Technology will continue its relentless march, so accounting professionals must adapt to the changing marketplace in order to thrive in this new paradigm. Integrative Advisory Services offers CPAs, accountants, and other financial services professionals a method for tapping into the power of cloud accounting technology in order to become a trusted strategic partner with their clients. Nothing can replace the human side of the client-advisor experience like accounting professionals’ ability to improve their clients’ businesses with reliable financial information.
Written by Amy Vetter—a noted expert on current accounting strategies—Integrative Advisory Services is filled with the information needed to help offer personalized advice, explanations, and guidance based on a client’s unique situation and financial needs. Vetter shows how to create an experience for your clients that they have not had before with other accountants or bookkeepers. By becoming an integral part of the real time decision-making process, your services are delivered proactively, rather than reactively, and you understand both the operational and financial sides of the business.
Take advantage of new technology and let it do the tedious number crunching for you. Retool your skills to get ahead of the pack and help your clients improve their businesses at a holistic level. With Integrative Advisory Services as your guide, you can integrate advisory services into your practice and expand your services beyond cloud technology to become truly valued by your clients.