{"product_id":"integrative-advisory-services-9781119415978","title":"Integrative Advisory Services","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e\u003cb\u003eStop crunching numbers and start truly serving your clients\u003c\/b\u003e \u003cp\u003e\u003ci\u003eIntegrative Advisory Services\u003c\/i\u003e 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 \u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003ePreface v\u003c\/p\u003e \u003cp\u003eAcknowledgments vi\u003c\/p\u003e \u003cp\u003eIntroduction vii\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 1 History of the Accounting Profession:\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eFrom Compliance to Advisory 1\u003c\/p\u003e \u003cp\u003eTechnology and Humans 3\u003c\/p\u003e \u003cp\u003eLooking Back on Accounting 5\u003c\/p\u003e \u003cp\u003eReaching for the Cloud 10\u003c\/p\u003e \u003cp\u003eHumanity versus Machine 12\u003c\/p\u003e \u003cp\u003eNew Opportunities Abound 13\u003c\/p\u003e \u003cp\u003eWhere Does Your Business Go from Here? 15\u003c\/p\u003e \u003cp\u003eSummary 17\u003c\/p\u003e \u003cp\u003eEndnotes 18\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 2 Bringing the Human Side to Technology 19\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eThe Old Way of Data Flowing versus the New Way 21\u003c\/p\u003e \u003cp\u003eWhat CEOs Want from Their CFOs 23\u003c\/p\u003e \u003cp\u003eChoosing Your Vertical Industry Niche 25\u003c\/p\u003e \u003cp\u003eSteps to Create Your Cloud Platform 34\u003c\/p\u003e \u003cp\u003eThe Cherished Advisor Journey 39\u003c\/p\u003e \u003cp\u003eSummary 43\u003c\/p\u003e \u003cp\u003eEndnotes 43\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 3 The Cherished Advisor: The Transformation\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eJourney beyond the Technology 45\u003c\/p\u003e \u003cp\u003eDocumenting the Business Processes 47\u003c\/p\u003e \u003cp\u003eObtaining Needed Technical and Business Skills 55\u003c\/p\u003e \u003cp\u003eNew Staffing Model 60\u003c\/p\u003e \u003cp\u003ePricing and Packaging 66\u003c\/p\u003e \u003cp\u003eSummary 70\u003c\/p\u003e \u003cp\u003eEndnotes 70\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 4 Strategies for Marketing Your New Advisory\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eExperience 71\u003c\/p\u003e \u003cp\u003eHow Do You Want to Design the Client Experience? 73\u003c\/p\u003e \u003cp\u003eBuilding an Overall Architecture 74\u003c\/p\u003e \u003cp\u003eCreating and Implementing a Marketing Strategy 81\u003c\/p\u003e \u003cp\u003eOnline Marketing 87\u003c\/p\u003e \u003cp\u003eNetworking 97\u003c\/p\u003e \u003cp\u003eReferrals 98\u003c\/p\u003e \u003cp\u003eSummary 99\u003c\/p\u003e \u003cp\u003eEndnotes 99\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 5 Creating a Successful Sales Model and Client\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eOnboarding Process 100\u003c\/p\u003e \u003cp\u003eThe Science of the Sale 101\u003c\/p\u003e \u003cp\u003eThe Simple Sales Process 102\u003c\/p\u003e \u003cp\u003eClient Onboarding Process 116\u003c\/p\u003e \u003cp\u003eCreating a Project Plan 123\u003c\/p\u003e \u003cp\u003eAutomating Your Internal Processes with CRM 131\u003c\/p\u003e \u003cp\u003eSummary 133\u003c\/p\u003e \u003cp\u003eEndnotes 133\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 6 Building Lasting Relationships 135\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eCreating Personalized Virtual Relationships 140\u003c\/p\u003e \u003cp\u003eCreating Touch Points to Stay Engaged 142\u003c\/p\u003e \u003cp\u003eInterpersonal Awareness to Succeed as an Advisor:\u003c\/p\u003e \u003cp\u003eCollaboration, Influence, Negotiation,\u003c\/p\u003e \u003cp\u003eand Communication 147\u003c\/p\u003e \u003cp\u003eLeadership Capabilities to Grow the People Around You:\u003c\/p\u003e \u003cp\u003eTeam Satisfaction and Rewards 158\u003c\/p\u003e \u003cp\u003eSuccession Planning Tactics for Bringing Up the Next\u003c\/p\u003e \u003cp\u003eGeneration of Leadership 167\u003c\/p\u003e \u003cp\u003eSummary 175\u003c\/p\u003e \u003cp\u003eEndnotes 176\u003c\/p\u003e \u003cp\u003eAbout the Author 177\u003c\/p\u003e \u003cp\u003eIndex 179\u003c\/p\u003e","brand":"John Wiley \u0026 Sons Inc","offers":[{"title":"Default Title","offer_id":49407049040215,"sku":"9781119415978","price":25.6,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781119415978.jpg?v=1730498000","url":"https:\/\/bookcurl.com\/products\/integrative-advisory-services-9781119415978","provider":"Book Curl","version":"1.0","type":"link"}