We hear a lot about growing business which tend to lead to thoughts of adding services to existing clients, increasing rates, finding new clients, etc. Now factor in the impact of templosion, what is your strategy for a relevant and growing practice? When we think of growth and being future ready you should pause to reevaluate your growth strategies. In this webcast we will cover tactics to consider when growing a future ready CPA firm through a focus on innovation, being responsive to technology change, involving various team members and more.
Uncover outsourced accounting opportunities during tax seasonCPA.com
During this webinar, we discuss how to work closely with your tax team to ask the right questions and identify new areas of opportunity for client accounting and advisory services. We also share ways for you to position and market these services.
CPA.com and Confirmation.com are bringing private company financial information exchange into the 21st century with their new financial clearinghouse solution, RIVIO. The platform validates CPA Firms, and ensures that unaltered financial documents are delivered to key financial stakeholders (CPA Firms, Lenders/Investors, and Private Businesses). This document provides an overview to the RIVIO Clearinghouse, the New Benchmark in financial document exchange.
Ring in the New Year and join the experts on hot technical updates to be prepared for a thriving BPO (business process outsourcing) practices in 2016! As we are aware, this business line is growing and maturing in accounting firms nationwide which leads to questions on best practices and the need for insights on changing regulations. Erik Asgeirsson and a panel of standard setters will share their insights and expertise on the following technical updates:
1. SSARS 21 effective date has now arrived!
• We will discuss how to best position modern day preparation services
• We will share best practices for SSARS21 legend implementation
• We will review how to setup these new legends in various cloud based accounting programs
2. ACA (Affordable Care Act) compliance for 2016
• We will review what firms need to know for 2016 filings
3. Becoming an Anticipatory CPA
• Learn more about a program coming to help you gauge hard and soft trends for more confident future planning
This complete deck can be used to present to your team. It has PPT slides on various topics highlighting all the core areas of your business needs. This complete deck focuses on Client Onboarding PowerPoint Presentation Slides and has professionally designed templates with suitable visuals and appropriate content. This deck consists of total of fifty five slides. All the slides are completely customizable for your convenience. You can change the colour, text and font size of these templates. You can add or delete the content if needed. Get access to this professionally designed complete presentation by clicking the download button below. http://bit.ly/330FVzP
Company Profile Of Financial Accounting Advisory Services PowerPoint Presenta...SlideTeam
Financial accounting advisory services make a business meet changing market conditions, greater transparency, and changing regulatory requirements and cover a wide range of reporting, transaction accounting, treasury and corporate governance services. Such services assist with critical financial issues arising due to business situations. This template is created as a proposal and will be useful for the company to attract new customers and deliver a consistent and cost effective service to them. Here, we are focusing on company overview covering slides on about us, management team, mission vision values, company milestone, financial services offered by the company. Furthermore, challenges faced by our clients are covered such as complex financial reporting, high attrition rate, shortage of qualified staff, tight deadlines, etc. along with the solutions provided by our company. Accounting services offered by our company are financial reporting, complex accounting, transactions, and capital markets, etc. This slide covers the features and benefits of accounting advisory services such as payment tracking, accuracy level, accounts forecasting, time allocation, etc. The cost structure of such services is also provided as well as advisory monthly planning provided by our company to the customers. The impact of such services in the company is focused on, which leads to reduce costs, increase profitability and better decision making. Dashboard for accounting performance metrics has been added. Other slides describe reasons to choose our company, client testimonials, and client onboarding process is discussed wherein each task is assigned a particular time frame. https://bit.ly/3iPJO1X
Uncover outsourced accounting opportunities during tax seasonCPA.com
During this webinar, we discuss how to work closely with your tax team to ask the right questions and identify new areas of opportunity for client accounting and advisory services. We also share ways for you to position and market these services.
CPA.com and Confirmation.com are bringing private company financial information exchange into the 21st century with their new financial clearinghouse solution, RIVIO. The platform validates CPA Firms, and ensures that unaltered financial documents are delivered to key financial stakeholders (CPA Firms, Lenders/Investors, and Private Businesses). This document provides an overview to the RIVIO Clearinghouse, the New Benchmark in financial document exchange.
Ring in the New Year and join the experts on hot technical updates to be prepared for a thriving BPO (business process outsourcing) practices in 2016! As we are aware, this business line is growing and maturing in accounting firms nationwide which leads to questions on best practices and the need for insights on changing regulations. Erik Asgeirsson and a panel of standard setters will share their insights and expertise on the following technical updates:
1. SSARS 21 effective date has now arrived!
• We will discuss how to best position modern day preparation services
• We will share best practices for SSARS21 legend implementation
• We will review how to setup these new legends in various cloud based accounting programs
2. ACA (Affordable Care Act) compliance for 2016
• We will review what firms need to know for 2016 filings
3. Becoming an Anticipatory CPA
• Learn more about a program coming to help you gauge hard and soft trends for more confident future planning
This complete deck can be used to present to your team. It has PPT slides on various topics highlighting all the core areas of your business needs. This complete deck focuses on Client Onboarding PowerPoint Presentation Slides and has professionally designed templates with suitable visuals and appropriate content. This deck consists of total of fifty five slides. All the slides are completely customizable for your convenience. You can change the colour, text and font size of these templates. You can add or delete the content if needed. Get access to this professionally designed complete presentation by clicking the download button below. http://bit.ly/330FVzP
Company Profile Of Financial Accounting Advisory Services PowerPoint Presenta...SlideTeam
Financial accounting advisory services make a business meet changing market conditions, greater transparency, and changing regulatory requirements and cover a wide range of reporting, transaction accounting, treasury and corporate governance services. Such services assist with critical financial issues arising due to business situations. This template is created as a proposal and will be useful for the company to attract new customers and deliver a consistent and cost effective service to them. Here, we are focusing on company overview covering slides on about us, management team, mission vision values, company milestone, financial services offered by the company. Furthermore, challenges faced by our clients are covered such as complex financial reporting, high attrition rate, shortage of qualified staff, tight deadlines, etc. along with the solutions provided by our company. Accounting services offered by our company are financial reporting, complex accounting, transactions, and capital markets, etc. This slide covers the features and benefits of accounting advisory services such as payment tracking, accuracy level, accounts forecasting, time allocation, etc. The cost structure of such services is also provided as well as advisory monthly planning provided by our company to the customers. The impact of such services in the company is focused on, which leads to reduce costs, increase profitability and better decision making. Dashboard for accounting performance metrics has been added. Other slides describe reasons to choose our company, client testimonials, and client onboarding process is discussed wherein each task is assigned a particular time frame. https://bit.ly/3iPJO1X
Key Performance Indicators (KPIs) for law firms have traditionally been based upon available and billable hours. Recently, firms are starting to look at different metrics. These metrics come from the fields of sales, project management, and business development. Are these new KPIs just a trend? Not if you wish to be a profitable firm. However, it’s not just about measuring KPIs, it’s also about evaluation and action.
In this hour-long webinar, join Mary Juetten and Billie Tarascio as they discuss the metrics that help Billie's law firm succeed.
Topics covered include:
What are the new metrics for law firms?
What steps does a firm need to take to accurately track KPIs; and
How to act on data rather than be buried by it.
Converging Miinds :Specializing in Financial services : reputed CA and Management consulting firm established in 2002
Converging Miinds, located in the technology capital of India, Bangalore has successfully impacted the business objectives of clients by providing a wide array of customized financial services including
Regulatory (Company registration, FEMA, STPI, Company and Labour Laws)
Accounting
Audit support,
Corporate Finance
Business Planning,
CFO Outsourcing.
Guide to Invoice Factoring (a.k.a. Accounts Receivable Financing)Elizabeth Kraus
Top invoice factoring company DB Squared describes the invoice factoring process (how invoice factoring works) and explains how it can help a business grow and become more profitable. For more information visit dbsquaredinc.com.
Subscribed 2015: The Subscription Maturity Model? Where do you fit?Zuora, Inc.
A subscription business is a relationship business. Subscription approaches need to support customers that wish to ease into a relationship with the product or service as well as those that are deeply committed. Learn about this new subscription maturity model that provides a framework of stages, critical measures, outcomes, and actions required for the effective management of subscription approaches.
In search of Accounting Services in Dubai, UAE? Contact HLB HAMT. We are the Best Accounting Firms in Dubai that offers accounting outsourcing services across UAE.
Practicing law is not just about client files and research, but also defining the value of your legal services. Too many lawyers let their businesses suffer, failing to understand the finances of their files. Learn how to measure your firm’s worth, so that your billing and accounts meet your needs and your client's expectations in this session on tracking legal account receivables.
Join Colin Cameron, CA, Founder of Profits for Partners, Management Consulting Inc. and Joshua Lenon, Clio's Lawyer in Residence as they discuss:
- How keeping your firm solvent is an ethical obligation
- What financial measurement tools law firms are using
- What key financial performance indicators are critical for
your practice
Agreement Express and PYMNTS.com: Building Your Roadmap to Better Customer Ex...Agreement Express Inc.
In 2014 and 2015 the Federal Trade Commission cracked down on non-compliance, handing out fees in the millions to payments processors. Facing ever-new regulations, compliance teams reacted with a more strict approach, sacrificing good customer experience in the process. It’s a perpetual tug of war between Risk Departments and Product & Customer teams. On Thursday, June 25, at 1 p.m. EST, ost MPD CEO Karen Webster and Recombo CEO Mike Gardner discussed how a risk department can enhance compliance with an automated customer onboarding experience.
In this webinar attendees will learn:
· The fundamentals of building a great onboarding experience
· How automation in the onboarding process affects underwriting
· How to apply industry best practices and guidelines to the risk process
· How to build an automated underwriting roadmap that works for your business
· What your organization needs to do today to move toward automation
Strategies for innovating for the future ready cpaCPA.com
New business models, globalized markets, new asset classes and new risk factors make this a fast future of both great challenge, but greater opportunity. The fast future is a collision of trends that are both drivers of productivity and progress as well as represent new competitive advantages. Now more than ever, CPAs need to become future ready — ready to “fast adapt”.
In this session of the Digital CPA webcast series, we will discuss the findings from “The CPA of the Future 2015 Study,” conducted by the Institute of Future Studies and CPA.com, focusing on 2 primary future readiness metrics: disruptive technology and innovation and the changing role of the CPA. We will layout strategies how to innovate in a CPA firm so you build your practice for the future and evolve into the new role of the CPA.
Will your firm thrive or just survive? Anticipation - The critical competency...Tom Hood, CPA,CITP,CGMA
Today, the world of professional education, and accordingly the accounting profession, is migrating toward a competencies-based learning approach. But what are the most critical competencies for practitioners and firms to thrive in today’s ever changing, fast paced business environment?
Research from the Business Learning Institute identified the Top 5 Competencies for CPAs, accounting and financial professionals as:
1. Strategic & Critical Thinking
2. Communication
3. Anticipating and serving evolving needs
4. Inspiring and motivating others
5. Collaboration and mobilizing consensus
In addition, research from CPA.COM shows that only 8% of CPAs are future ready. Future Ready is the Is the capacity to be ANTICIPATORY (aware, predictive and adaptive) of emerging technology and trends in business, demographics, and the social environment impacting your organization and industry.
Together this group of skills and competencies have been researched with a leading global futurist who has put together an innovative learning system, the Anticipatory Organization: Accounting and Finance Edition which is being used to transform firm cultures to build and enhance proactive business advisor skills.
Most of us wish we had the power to predict future trends, and would benefit by learning tactics to do so. Daniel Burrus is one of the world’s leading technology forecasters and innovation experts and the featured keynoter speaker at this year’s DCPA16. He is globally recognized for his exceptional 30+ year record of accurately predicting how technological, social, and business forces converge to create untapped opportunities.
Joey Havens, Executive Partner at Horne, LLP (A top 50 CPA Firm) discusses how he has used the Anticipatory Organization as a foundational learning system throughout his firm. He is requiring his whole firm of 400+ professionals to take this and running collaboration sessions by practice areas to create group learning and a shared language around anticipatory thinking that is being applied inside the firm and outside with clients.
This presentation is from the July 20th, 2016 webcast by CPA.COM. CPA.com President and CEO, Erik Asgeirsson as he discusses the critical Anticipatory competency with Daniel Burrus, HORNE LLP executive partner Joey Havens and the CEO of the Maryland Association of CPAs and the Business Learning Institute, Tom Hood.
For more information http://www.blionline.org/ao
You will learn:
Why anticipation is the critical competency for today's accounting and finance professionals
The difference between hard trends and soft trends
Why it is important to identify trend types
Use cases of how these skills are being used in the profession
How this learning system can be used as a foundational skill set to help CPAs and accounting professionals be more proactive business advisors.
Will Your Firm Thrive or Just Survive? The Critical Competency for Today’s Pr...CPA.com
Today, the world of professional education, and accordingly the accounting profession, is migrating toward a competencies-based learning approach. But what are the most critical competencies for practitioners and firms to thrive in today’s ever changing, fast paced business environment?
Most of us wish we had the prowess for predicting future trends, but others have tried and true competencies in this area. Daniel Burrus is one of the world’s leading technology forecasters and innovation experts and the featured keynoter speaker at this year’s DCPA16. He is globally recognized for his exceptional 30+ year record of accurately predicting how technological, social, and business forces converge to create untapped opportunities.
Join CPA.com president and CEO, Erik Asgeirsson as he discusses the critical Anticipatory competency with Daniel Burrus, Horne LLP CEO Joey Havens and the CEO of the Maryland Association of CPAs, Tom Hood. This webinar will cover:
· The difference between hard trends and soft trends
· Why it is important to identify trend types
· Use cases of how these skills are being used in the profession
Key Performance Indicators (KPIs) for law firms have traditionally been based upon available and billable hours. Recently, firms are starting to look at different metrics. These metrics come from the fields of sales, project management, and business development. Are these new KPIs just a trend? Not if you wish to be a profitable firm. However, it’s not just about measuring KPIs, it’s also about evaluation and action.
In this hour-long webinar, join Mary Juetten and Billie Tarascio as they discuss the metrics that help Billie's law firm succeed.
Topics covered include:
What are the new metrics for law firms?
What steps does a firm need to take to accurately track KPIs; and
How to act on data rather than be buried by it.
Converging Miinds :Specializing in Financial services : reputed CA and Management consulting firm established in 2002
Converging Miinds, located in the technology capital of India, Bangalore has successfully impacted the business objectives of clients by providing a wide array of customized financial services including
Regulatory (Company registration, FEMA, STPI, Company and Labour Laws)
Accounting
Audit support,
Corporate Finance
Business Planning,
CFO Outsourcing.
Guide to Invoice Factoring (a.k.a. Accounts Receivable Financing)Elizabeth Kraus
Top invoice factoring company DB Squared describes the invoice factoring process (how invoice factoring works) and explains how it can help a business grow and become more profitable. For more information visit dbsquaredinc.com.
Subscribed 2015: The Subscription Maturity Model? Where do you fit?Zuora, Inc.
A subscription business is a relationship business. Subscription approaches need to support customers that wish to ease into a relationship with the product or service as well as those that are deeply committed. Learn about this new subscription maturity model that provides a framework of stages, critical measures, outcomes, and actions required for the effective management of subscription approaches.
In search of Accounting Services in Dubai, UAE? Contact HLB HAMT. We are the Best Accounting Firms in Dubai that offers accounting outsourcing services across UAE.
Practicing law is not just about client files and research, but also defining the value of your legal services. Too many lawyers let their businesses suffer, failing to understand the finances of their files. Learn how to measure your firm’s worth, so that your billing and accounts meet your needs and your client's expectations in this session on tracking legal account receivables.
Join Colin Cameron, CA, Founder of Profits for Partners, Management Consulting Inc. and Joshua Lenon, Clio's Lawyer in Residence as they discuss:
- How keeping your firm solvent is an ethical obligation
- What financial measurement tools law firms are using
- What key financial performance indicators are critical for
your practice
Agreement Express and PYMNTS.com: Building Your Roadmap to Better Customer Ex...Agreement Express Inc.
In 2014 and 2015 the Federal Trade Commission cracked down on non-compliance, handing out fees in the millions to payments processors. Facing ever-new regulations, compliance teams reacted with a more strict approach, sacrificing good customer experience in the process. It’s a perpetual tug of war between Risk Departments and Product & Customer teams. On Thursday, June 25, at 1 p.m. EST, ost MPD CEO Karen Webster and Recombo CEO Mike Gardner discussed how a risk department can enhance compliance with an automated customer onboarding experience.
In this webinar attendees will learn:
· The fundamentals of building a great onboarding experience
· How automation in the onboarding process affects underwriting
· How to apply industry best practices and guidelines to the risk process
· How to build an automated underwriting roadmap that works for your business
· What your organization needs to do today to move toward automation
Strategies for innovating for the future ready cpaCPA.com
New business models, globalized markets, new asset classes and new risk factors make this a fast future of both great challenge, but greater opportunity. The fast future is a collision of trends that are both drivers of productivity and progress as well as represent new competitive advantages. Now more than ever, CPAs need to become future ready — ready to “fast adapt”.
In this session of the Digital CPA webcast series, we will discuss the findings from “The CPA of the Future 2015 Study,” conducted by the Institute of Future Studies and CPA.com, focusing on 2 primary future readiness metrics: disruptive technology and innovation and the changing role of the CPA. We will layout strategies how to innovate in a CPA firm so you build your practice for the future and evolve into the new role of the CPA.
Will your firm thrive or just survive? Anticipation - The critical competency...Tom Hood, CPA,CITP,CGMA
Today, the world of professional education, and accordingly the accounting profession, is migrating toward a competencies-based learning approach. But what are the most critical competencies for practitioners and firms to thrive in today’s ever changing, fast paced business environment?
Research from the Business Learning Institute identified the Top 5 Competencies for CPAs, accounting and financial professionals as:
1. Strategic & Critical Thinking
2. Communication
3. Anticipating and serving evolving needs
4. Inspiring and motivating others
5. Collaboration and mobilizing consensus
In addition, research from CPA.COM shows that only 8% of CPAs are future ready. Future Ready is the Is the capacity to be ANTICIPATORY (aware, predictive and adaptive) of emerging technology and trends in business, demographics, and the social environment impacting your organization and industry.
Together this group of skills and competencies have been researched with a leading global futurist who has put together an innovative learning system, the Anticipatory Organization: Accounting and Finance Edition which is being used to transform firm cultures to build and enhance proactive business advisor skills.
Most of us wish we had the power to predict future trends, and would benefit by learning tactics to do so. Daniel Burrus is one of the world’s leading technology forecasters and innovation experts and the featured keynoter speaker at this year’s DCPA16. He is globally recognized for his exceptional 30+ year record of accurately predicting how technological, social, and business forces converge to create untapped opportunities.
Joey Havens, Executive Partner at Horne, LLP (A top 50 CPA Firm) discusses how he has used the Anticipatory Organization as a foundational learning system throughout his firm. He is requiring his whole firm of 400+ professionals to take this and running collaboration sessions by practice areas to create group learning and a shared language around anticipatory thinking that is being applied inside the firm and outside with clients.
This presentation is from the July 20th, 2016 webcast by CPA.COM. CPA.com President and CEO, Erik Asgeirsson as he discusses the critical Anticipatory competency with Daniel Burrus, HORNE LLP executive partner Joey Havens and the CEO of the Maryland Association of CPAs and the Business Learning Institute, Tom Hood.
For more information http://www.blionline.org/ao
You will learn:
Why anticipation is the critical competency for today's accounting and finance professionals
The difference between hard trends and soft trends
Why it is important to identify trend types
Use cases of how these skills are being used in the profession
How this learning system can be used as a foundational skill set to help CPAs and accounting professionals be more proactive business advisors.
Will Your Firm Thrive or Just Survive? The Critical Competency for Today’s Pr...CPA.com
Today, the world of professional education, and accordingly the accounting profession, is migrating toward a competencies-based learning approach. But what are the most critical competencies for practitioners and firms to thrive in today’s ever changing, fast paced business environment?
Most of us wish we had the prowess for predicting future trends, but others have tried and true competencies in this area. Daniel Burrus is one of the world’s leading technology forecasters and innovation experts and the featured keynoter speaker at this year’s DCPA16. He is globally recognized for his exceptional 30+ year record of accurately predicting how technological, social, and business forces converge to create untapped opportunities.
Join CPA.com president and CEO, Erik Asgeirsson as he discusses the critical Anticipatory competency with Daniel Burrus, Horne LLP CEO Joey Havens and the CEO of the Maryland Association of CPAs, Tom Hood. This webinar will cover:
· The difference between hard trends and soft trends
· Why it is important to identify trend types
· Use cases of how these skills are being used in the profession
Success Failure and Principles of Competitive SuccessSudhir Bisht
Partial notes on BBA 205 course for students of IP University (Delhi) and anyone who wants a beginner's level knowledge.
Citations are reflected in the slides.
As sales professionals in today’s competitive market, our customers and prospects demand more from us than ever before. We are expected to be advisors, consultants, and collaborate with relevant solutions for their business. To become that advisor, not only do we need to have current knowledge on our company’s products and services, we need to also have business acumen and knowledge to be credible and relevant.
Today’s sales professional must be perceived as a business professional. Industry knowledge and business acumen are no longer optional to deliver world class sales performance and add value to your prospect’s business.
In this one hour complimentary webinar, Julie Thomas, President and CEO of ValueSelling Associates, will discuss how to evolve from a selling professional in a business world to a business professional who happens to sell.
Practical Strategies to Address the Top 10 Issues Facing Banks TodayIntegrity Solutions
Ideas to shift from a transactional to a customer-focused culture and relationship-based selling. Five qualities of a customer-centered culture. Four questions to gauge where your organization is today.
Vivaldi UK Capabilities | Financial ServicesRichard Rolka
Consumers’ rising expectations, disruptive new entrants and new possibilities with consumer data are only some of the trends currently transforming the financial services industry.
John O’Leary, nationally bestselling author of “On Fire: The 7 Choices to Ignite a Radically Inspired Life,” will be speaking on these choices at this year’s Digital CPA Conference. In this webcast he and John Engels, leadership coach with over 30 years experience, will join Erik Asgeirsson, CEO of CPA.com, to discuss the importance of owning your successes, failures and leadership. Get tips on stopping a culture of blaming and finger pointing, and build a culture of accountability. Everyone plays a role in the effectiveness of their team and firm. Use this 1 hour webcast as short firm retreat and open the dialog among colleagues.
Staying Relevant…it's top of mind for every CPA and managing partner today. Will technology disrupt my practice? How do I move from compliance expert to strategic advisor? These are questions practitioners struggle with every day. Erik Asgeirsson, President and CEO of CPA.com, the technology subsidiary of the AICPA, will provide insights and observations on today’s digital landscape, including disruptive and transformative technologies driving change in audit, tax and client accounting services and what firms across the country are doing to stay relevant.
Anticipating the future is hard. But in today’s fast paced world it’s more critical than ever. And there are techniques available that can help you mitigate innovation risk and be more effective at strategic planning. Daniel Burrus, one of the world’s leading futurists on trends and innovation and NY Times bestselling author, uses his success and expertise to teach others how to build their competency of anticipation.
In this session, Erik Asgeirsson, CEO of CPA.com, and Daniel Burrus will discuss:
The hard trends report gathered from firms at DCPA 2016
What this means for firms
How to capitalize on the opportunities created by these trends.
Get unstuck from analysis paralysis, and gain tools and inspiration to facilitate your firm’s growth with certainty!
Dr. Geoffrey Moore studied the accounting profession and revealed 3 mega trends that were driving significant change in the profession and broke down the 4 stages firms are going through as they transform. Sometimes we need to revisit the core principles as we prepare for a change to ensure the objectives are set and vision is clear. In this session, we will review the core principles of “Harness the Power of the Cloud”. Review the lessons we can learn and focus on what matters most.
CPA.com CEO, Erik Asgeirsson, will provide his annual update on the state of today’s digital firm. Specifically, Asgeirsson will share his perspective on what firms need to do in order to remain relevant in the coming year. He will also provide insight on the key innovations he sees occurring across the different practice areas from new business models, to advances in regulation, to growth strategies driving success. Aligning with this year’s conference theme, Asgeirsson will also introduce ways that firms can truly take the lead while transforming into a Digital CPA.
The cloud is truly transforming the CPA client relationship. Perhaps nowhere is this more evident than in the area of financial reporting and advisory services. In this webinar we will explore this more closely from both the perspective of the practitioner as well as a leading accounting technology provider.
Join Erik Asgeirsson, president and CEO of CPA.com, Marc Linden, CPA, CFO of Intacct, and Marcus Wagner, CPA, CEO of AcctTwo Shared Services, as they discuss the following:
How today’s accounting solutions are driving agility and improving advisory capabilities
Strategies for increasing firm relevance
Trends in modern day cloud financials
If you are like most firms you’ve designed your service offerings around accounting, tax, audit,
litigation support, etc. – the traditional accounting and tax firm services and then organized your
firm to serve clients of all business types and industries as long as they fit under the service
offerings. Learn why this model may no longer be appropriate to serve today’s business clients.
Review case studies of firms that have made the change to a vertical focus first and then aligned
their service offerings to meet the needs of a vertical niche.
Sales and Use Tax: What your Firm Needs to KnowCPA.com
One of the fastest growing niche areas for firms is Sales and Use Tax client advisory services. It’s an area that is increasingly complex for businesses to understand and comply with. It impacts businesses large and small. Audits can be time consuming and costly. The rules are fluid and the target keeps moving. It’s not a question of if there will be additional change but rather how. Will it come through legislation? Will it come through the courts? Clients turn to their trusted professionals when it comes to navigating complexity. Are you current on what you need to know?
Please join Erik Asgeirsson, president and CEO of CPA.com, Andrew Johnson, CPA, and Vishal Thakkar as they discuss:
What you need to know in regards to recent sales and use tax updates
The basic principles of nexus, and the implications surrounding it
The sales tax ramifications of selling online, and how to get a sense of your clients’ activity
Learn about the steps to build a sales and use tax practice
Select, Specialize, Succeed: Marketing Your Vertical NicheCPA.com
This webinar discussed the benefits of focusing on a niche market and how to select a niche that best aligns with your firm’s expertise and mission. You will learn how to develop messaging to address industry-specific challenges. Marketing tips and strategies are shared to help you increase awareness of your firm and position your client accounting and advisory services.
Being a Digital CPA is above and beyond the use of technology; it is about a mindset and employing technology to the point of transforming the way you interact with clients, staff and your overall business model. Are you simply using hardware and software or are you a true Digital CPA?
Overcoming roadblocks in creating a next generation accounting practiceCPA.com
Growing a leading client accounting services practice doesn’t happen overnight– it requires a well-structured business plan, highly motivated staff, best-of-breed technology solutions, and a client-centric focus.
As you embark on building an efficient practice that leverages innovative technologies and services, you may encounter some obstacles – from firm leadership and staff, as well as clients. Join us for a webinar where we will discuss how to overcome common roadblocks to achieve success.
The future ready cpa are you ready for the challenge - PICPA Leadership Con...CPA.com
Increasing complexity in the future will continue to challenge individual CPAs, their firms and
their clients. CPA.com has partnered with the Institute for Global Futures in an effort to understand
the current state of the profession relative to being “future ready”. Come and learn how
to better anticipate change and adapt faster. Better preparedness to meet the challenges of the
future is critical to tomorrow’s success.
AccountantsWorld Expert Series - Building a bridge to cpa firm of the futureCPA.com
What does the power of smart business mean for CPAs and their clients? In this era of change for the profession, digital transformation, globalization and other forces in play, this is one of the most challenging and exciting times to pursue a career as an accountant. Erik Asgeirsson, president and CEO of CPA.com, will discuss aspects of the changing technology landscape, the challenge of staying relevant and the great opportunities that lie ahead for those who embrace technology and specialization.
2 Emerging Categories for Trusted Business: ACA & SALTCPA.com
The Affordable Care Act (ACA) and tax reform and state & local taxes (SALT), are topics under constant public and governmental scrutiny. Multiple regulatory updates and changing political landscapes add to their ongoing and evolving complexities.
As a CPA and a Trusted Business Advisor, take this opportunity to explore if and how this fits into client advisory services of today and learn many of the latest updates. During the webcast, we’ll cover some of the must-know regulatory changes and how you can translate the knowledge into strategies to discuss with your clients.
You’ll gain:
Deeper insights into the ACA and SALT
Essential client advisory talking points
Practitioner-focused resources
Creating vertical depth in a horizontal firmCPA.com
If you are like most firms you’ve designed your service offerings around accounting, tax, audit, litigation support, etc. – the traditional accounting and tax firm services and then organized your firm to serve clients of all business types and industries as long as they fit under the service offerings. In this session, learn why this model may no longer be appropriate to serve today’s business clients. We will review case studies of firms that have made the change to a vertical focus first and then aligned their service offerings to meet the needs of a vertical niche to match the needs of today’s business owner.
Todays client accounting services: new names for the same service?CPA.com
The pendulum is swinging back on the value of client accounting services to firms and clients in this digital age. Cloud based technology and more tech savvy clients has moved these traditional services from a compliance oriented business to an advisory and consultative service line for firms. In this session you will discuss the spectrum of accounting offerings today, how to effectively communicate the value and think about the driving forces to set the course for your firm.
With the end in mind choosing the right solutionsCPA.com
You need to re-examine your processes and look for improvements, but where do you start? One strategy is to redesign your workflow and find the right solutions to build it, but if you don't what is possible, where do you get that insight and what if what you want doesn't exist? In this session, we discuss this balance between re-imagining your workflow in your office and finding solutions that will help you get there.
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2. GROWINGAFUTUREREADYFIRM
Amy Radin, digital and innovation advisor
Carolyn Hall, CPA, director of FWRD Services, Wiss & Company
Samantha Mansfield, director of corporate communications, CPA.com
3. Samantha Mansfield
Director Corporate
Communications, CPA.com
• 15+ years of experience in tax and
accounting technology industry
• Consultant on workflow and web
implementations
• Designed and built educational events for
practice development
• 2015 CPA Practice Advisor “40 Under 40”
4. Amy J. Radin
Digital & Innovation Operating
Executive & Advisor
• Digital, marketing, innovation and client experience
operating executive
• Led digital transformation initiatives at Citi,
American Express, E*TRADE, AXA
• Member of New York Angels
• Advisory Board member, early stage startups
Recognized by “Business Week” as a top corporate
innovator
• Graduate of The Wharton School (MBA) and
Wesleyan University
5. Carolyn Hall, CPA
Director of FWRD Services,
Wiss & Company, LLP
• 20+ years of both public and private accounting
experience
• Been instrumental in the development of Wiss’
outsourced accounting practice in the cloud
(FWRD)
• Active member of industry advisory boards
• Member of the Wiss Women’s Leadership Forum
• BS – Accounting from Montclair State University,
MBA in Finance from Iona College
6. Today’s Discussion
Impact of Templosion
A Firm in Review
“How-to’s” for Making Innovation Real
Questions & Resources
6
9. “It’s a Templosion”
“I like Tom Hood’s VUCA term to define the paradox. ‘Rapid, short-term change and
long-term leadership ideas and goals simply don’t mesh well.’”
- Hubert Glover,
Author: The Making of the Twenty-First-Century Leader
“It’s a VUCA world – Volatile, Uncertain, Complex, and Ambiguous … the answer to rapid
changes and hyper-competition is a bold vision and core value’s; maintaining values that
don’t change while constantly re-inventing the shorter term strategy.”
- Tom Hood, CPA.CITP,
President & CEO, Maryland CPA Society
10. “It's tough to make
predictions, especially
about the future.”
A Note On Predictions
- Yogi Berra
11. Our Near Term View is Always Unclear
“Inside the Tornado”
“Tipping Point”
“Crossing the Chasm”
12. Innovation is any type of differentiation in your
practice that causes clients to prefer to do
business with you, and as a result, increases your
practice’s revenue and profitability.
12
16. Getting Started
1. Firm vision and support
2. A champion dedicated to the development of the new business
3. A team willing to take risk and learn how to do things differently
“Don’t be concerned that things appear to be falling apart:
this has to happen in order for something new and
wonderful to emerge.”
16
17. Challenges
Juggling of current work load/clients and the “new business”
Developing the levels of service from both a tactical standpoint and for
marketing purposes
Evaluating the clients’ needs
Pricing
Keeping the pipeline full
17
21. Steps to Success
Leaders spent time on strategy not just operations
o “Leadership excellence for executives and partners is all about combining strategy with
operations… most fail to understand the difference.” – Rewarding Innovation in Strategy, by
Greg Weismantel
Open to change from status quo
Embraced a level of failure
o “I have not failed. I’ve just found 10,000 ways that won’t work” –
Thomas Edison
Stayed focused on the vision and mission
21
23. What Early Adopters are Saying
You share some common challenges that are addressable
o Time
o Talent
o Metrics
And you rate technology low as an obstacle
23
24. What Early Adopters are Saying
24
0%
10%
20%
30%
40%
50%
60%
70%
Listen to each
other
Are continuous
learners
Share client
feedback
Cultural Attributes of Successful
Innovation
Cultural Attributes of Successful Innovation
0%
10%
20%
30%
40%
Strongly agree firm will take
risks
Strongly agree firm will try
new ideas
View an Upside to building an
innovation muscle
View an Upside to building an innovation muscle
25. Speed creates competitive advantage … time
is your most important innovation resource
25
Leader as sponsor not do-er – strategist
not operator
Governance, communications, recognition
Ruthless prioritization
Delegation and Empowerment
What it comes down to:
Great people in a great culture will bring their
best selves to work and make huge
discretionary effort to help you succeed
26. It’s a hot market for people who can innovate
26
… it’s a mindset more than a skillset or
demographic
27. The right metrics stimulate innovation and
sidestep unintended consequences
Metrics essential: caution to the wind is not a strategy
Revenue growth per client, increased penetration of target client list, Increase in
new clients, increased client retention
Client satisfaction survey improvements
Margin –be careful about test vs. scale calculations
Be reasonable - “what would you have to believe” business case basis
Validate the business model first, if it works, the profits will come
What is your definition of success based on your firm’s strategy?
27
29. Growing a Future Ready Firm
Consider the concept of templosion
Don’t plan purely operationally, think strategically
Build your innovation muscle
Don’t go it alone
29
30. Resources
CPA of the Future Study
o www.CPA.com/Future-Ready-CPA
Templosion 10 Part series from AICPA
o http://www.smartbrief.com/s/2013/08/templosions-impact-competition
Journal of Accountancy – “Expanding Your App-titude” column
Accounting Today – “App of the Week” column
“Accounting Services - Harnessing the Power of the Cloud”
o Dr. Geoffrey Moore
o http://www.cpa.com/whitepapers/accounting-services-harness-power-cloud
30
Samantha
(description:
We hear a lot about growing business which tend to lead to thoughts of adding services to existing clients, increasing rates, finding new clients, etc. Now factor in the impact of templosion, what is your strategy for a relevant and growing practice? When we think of growth and being future ready you should pause to reevaluate your growth strategies. In this webcast we will cover tactics to consider when growing a future ready CPA firm through a focus on innovation, being responsive to technology change, involving various team members and more.)
samantha
Amy
Happy to be here with you today.
Career in large corporate consumer financial service, last 15 years leading major digital transformation efforts.
Decided in 2014 to shift towards advisory & consulting work, focused now on startups through midcaps, on digital transformation, brand strategy, implications for the business of massive changes driven by technology.
Will be presenting at cpa.com on “Pragmatic Innovation,”
carolyn
When we think of planning and growing a future ready firm you want to be the leader. Lead your team, your clients and the profession. As Steve Jobs says Innovation distinguishes a leader.
So why are we focusing on the importance of innovation and building a future ready firm? B/c of the concept Templosion
(explanation from SmartBrief http://www.smartbrief.com/s/2013/08/templosions-impact-competition)
Templosion, the accelerated speed in which big changes are happening, has decreased the barriers to entry into the market and as a result, many more competitors now exist. This increased competition makes it more important for companies to create a timeless vision. If one only thinks in the short-term and does not change with the environment, there will most certainly be a competitor with a better idea. Hear from the AICPA's Thought Leadership panel as they explore templosion's impact on competition using Netflix as a case study.
Example 2/3 of households have smart phones and 7% it is there only way they get online. Think how fast this adoption took place and changed the way we function.
Hold to a vision of your business, but need to adjust and scrap ideas. Have to look long term, but adjust quickly to not succumb to the competitive affects of templosion. (can see in this video http://www.aicpa.org/News/AICPATV/Pages/home.aspx?bctid=2551647880001&Ca=Thought+Leadership+Series&Type=VideoCat)
Means we need to be more nimble.
5 months to 3 yrs hard to project, gets fuzzy.
Inside Tornado – by Moore
Tipping Point – by Gladwell
Crossing the Chasm – by Moore
Amy picks up here w/ transitioning to Innovation
Consistent w/ Moore’s definition – Innovation is about ANY type of differentiation that builds client preference, and as a result, enables you to increase revenue and profits.
Amy talk about these 10 types
A leading innovation consultancy firm called The Doblin Group, interestingly, acquired by Deloitte a few years ago – defined this model which identifies 10 types of innovation.
So innovation is not just about product, it’s about how you configure your business, the offering itself, and the experience of doing business with you.
And all of these types of innovation are possible for CPA practices.
Samantha address the research from last yr on how the profession views innovation.
When we look at the future readiness of the profession (which is a study done by CPA.com and Dr. Canton) we found profession as a whole saying they need to understand Innovation better, only 10% see themselves as innovative and 20% believe disruptive innovations will be driving influence in 2025.
We are surveying early adopters and finding they have more of a focus on innovation than the profession as a whole, but are they saying they are good at it and doing it consistently? (need to look at the data from the survey)
Samantha transition to Carolyn
Now that we have talked about some concepts to consider when doing planning. Let’s talk to Carolyn Hall from Wiss on how their firm strategically planned for this growth given VUCA world. This is an example of a firm that didn’t just look at existing services and how they could grow clients and profits, but a firm that said they needed to take a completely new look at client needs and developed a new business with their firm.
Our Managing Partner and a few other key leaders had the vision to develop this practice.
Selected me to champion the initiative. Knew I would build off of our experience with the traditional O/S acct including write up work and after the fact reporting.
Consulted with a strong IT individual to build the bridge between accounting and systems evaluation.
Worked with a couple of other accounting professionals in the firm to develop this new business.
Hired/trained a couple of dedicated staff based on an organizational chart that made sense for this niche.
Attended the CPA.COM training on developing a cloud based practice
After selecting the software platforms, Attended conferences like Digital CPA, Intuit and Intacct training
Marketed our services within the firm and with current clients.
Joined consulting groups like Boomer's producer circle to share ideas with others and help grow the business
Created 90 day plans in this ever changing world
Leveraged other resources in the firm like the partner's client base, IT dept., tax especially International expertise and marketing.
Continuously worked on our levels of service including the pricing.
As much as we had a few dedicated people to this new business, we all still had clients that we either needed to service on our own or transition to other staff members.
Continuously worked on our levels of service including the pricing. We changed our levels of service about 4 times. We started with 5 levels, reduce it down to 3 levels and then moved items around to finally get to where we want to be. In the end, our marketing director came up with our bike, drive, fly transportation idea which I will show you in a few minutes.
Each client is different. Even those in the same vertical have their own needs and request. In addition, most of our clients are new to the firm, so it takes a while to understand their business and the best way to service them. Trying to learn how to do that efficiently is still a challenge. We developed standard questionnaires that help. We have done some formal assessments for clients with existing processes and procedures and we continue to improve in this area.
For us, pricing has become easier now that we have a basic format that we use to calculate the price including the software. Based on the value of the service, volume and software cost.
Our website helps us reach new clients. Our sales team is truly our own partners/managers that are out in the field speaking with existing clients or with prospects.
We continue to look for new ways to market our services including the use of a BD specialst.
The buy-in from the leaders of the firm is only the beginning.
Their continued involvement is critical to the whole process and the growth of this niche
We communicate regularly. I meet with the managing partner every week for a status on the pipeline, proposals, staffing and even other firm issues
I have a status mtg each week with my team. I periodically ask them if they are benefiting from these meetings and so far the response is 100% YES.
Training is crucial. We train internally and externally.
Re-evaluate our processes, our job duties and the team as a whole especially after about 12 to 18 months.
I am starting to make more changes now that we have a good system in place which almost seems like a contradiction. However, now is the time to get more efficient so that we can service more clients and also service clients that are more complex.
We developed this in one of our weekly status meetings and marketing put the finishing touches on.
We have posters of this hanging in our work space
It’s a good reminder of what we do everyday
Did NOT happen overnight
Different skills needed and it takes multiple teams coming together to get the desired results.
From hiring data entry analyst and associates to ride the bike, technical and analytical professionals to drive the car, tax and IT specialist plus CFOs to fly the plane and marketing to pull it all together in a pretty package allowed us to get the results we started planning for two years ago.
Amy review what Wiss did that led to success.
Wiss case study reflects the steps that any team achieving success innovating will pass through.
The leaders of the firm disconnected enough from day to day operations to spend real time on strategy. IF you have strong talent, open communications, good governance and controls you can empower your people and allocate quality time to defining your goals for the future.
The people at Wiss showed open mindedness to change – respect the past, but don’t get buried in it. What made you successful may not be the key to future success.
“Failure” is only a “failure” if you don’t learn from it and improve. I prefer to look at every trial as an opportunity to learn. Entrepreneurs use the phrase, ‘fail forward’
The firm stayed focus. It is very easy in today’s world to get distracted by new technology and the latest start up news – I call it the “shiny toys” syndrome. Startup founders who are successful share an incredible ability to keep their eye on the ball.
Amy
I would like to turn to some principles of what it takes to innovate your way to growth
And there are many areas we could focus on, but for purposes of today’s discussion, I’d like to focus on the areas that have been identified in a recent cpa.com survey. Among members who are “early adopters” of digital technology, three common challenges were voiced:
Where do I find the time
How do I get the right talent
How do I measure success
And while seeing these 3 areas as challenges, it’s encouraging that early adopters do not see technology as a big obstacle – they are embracing the opportunity
As we heard from Carolyn, Wiss took on all of these challenges – so the Wiss case example is a terrific source of insight to address these challenges.
Amy
Early adopters are using cloud technology, working on new business models for their services not using tech in traditional models – not just efficiency, a new way of engaging with clients and serving them.
Culturally, responders self assess highest on listening to each other, being continuous learners, and sharing client feedback. These are all attributes of successful innovators.
At the same time, even these early adopters acknowledge there is upside to improve on other attributes that are also very useful to achieving innovation results – these should come as no surprise 1. taking risks and 2. trying new ideas.
Let’s address the 3 areas identified as the most challenging. First, Time.
I want to point out that in today’s world, Speed by itself is a source of competitive advantage. I see as I work with startups, they run with a fierce focus, and do not accept bureaucracy, slow governance, slow process. They know their only advantage can be getting there faster than the next guy.
Speed requires these behaviors, daily:
Leader as sponsor not do-er – you cannot micromanage and move fast
Putting in place the governance (top management on the hook), and comms and recognition so everyone in the firm sees the work is valued, and t hey should get out of the way.
Delegating and empowering.
What it really comes down to is … So are you enabing your best people to bring their best ideas to work and implement them? Bigger retention issue for millennials.
Look for people within and beyond your firm who show:
Intellectual curiosity
Ability to connect non-obvious dots
A “test-and-learn” mindset – see failure as opportunity
A natural attraction to data but naturally look down the road, not just in the rear-view mirror
Ways to create structure in the midst of ambiguity
Strong communication and influence capabilities
Resilience
Technical skills are very important, but you may have people who are fabulous technicians but not innovators. That’s ok. It takes all kinds. You need both kinds.
Since the definition of innovation is differentiating to create preference for your clients to grow revenues and profits, we want to identify and monitor the right metrics to see if this is happening.
The newer a concept is, the less precedent in historical trends and data, the less likely it is you should be using just traditional business metrics and time horizons to measure success.
The wrong metrics, or even the right metrics too soon, can stifle innovation or misread what the impact really is.
So look at basics over time like – what is happening to revenue per client, the # of services a client is purchasing, are they referring others? Are you penetrating a new client segment or winning business you couldn’t win in the past?
Wiss put a lot of weight on what was happening in client satisfaction – this is really important. It is always easier to retain and grow an existing relationship than to win a new one – so staying close to how clients are reacting and how that is affecting your numbers.
Margin – when you launch any kind of new concept, at low volume it is premature to look at margin. Focus instead on what scale you think you can achieve, and monitor progress.
Whatever you choose to measure:
Be reasonable. Rather than trying for more precision than you can possibly get to, ask yourselves, “what would we have to believe for this to work financially”
Focus on the business model and whether all of the drivers are moving in the right direction, not the bottom line. In my first big digital transformation role, my ceo used to say “find the unit profit model, THEN see if you can scale it.
Focus on the metrics that will allow you to monitor if innovation is bringing you closer to the definition of success reflected in your firm’s strategy. Do you want to enter a new market? Expand relationships with current clients? Redesign your cost model for delivery? These are 3 different strategies that require different metrics.
Samantha
Recap how this all plays into the yr end planning and growing a future ready firm:
When we think of growth and being future ready you should pause to reevaluate your growth strategies.
It is not just the technology and not just the strategy and not just the leadership. It is the importance of combining the knowledge, strategies and tactics of all 3 that will help you grow a future ready firm. And doing all the study on your own while running a practice can be near impossible. Leverage a network of practitioners doing the same thing.
Mention rest of survey data coming out in Amy’s keynote
Super early bird price if want to register
Mention rest of survey data coming out in Amy’s keynote
Super early bird price if want to register
We are centered on the power of smart business. This means a marriage of technology, strategy and regulatory requirements.