{"product_id":"integrative-advisory-services-isbn-9781119415978","title":"Integrative Advisory Services","description":"\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 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. \u003c\/p\u003e\u003cp\u003eYour business owner and CEO clients can get the numbers from the computer too—but, they come to \u003ci\u003eyou\u003c\/i\u003e 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. \u003c\/p\u003e\u003cul\u003e \u003cli\u003eSpend less time crunching numbers and more time advising clients\u003c\/li\u003e \u003cli\u003eBecome an integral part of the client's decision-making process\u003c\/li\u003e \u003cli\u003eProvide real value by clearly communicating financial data analysis\u003c\/li\u003e \u003cli\u003eBecome the strategic partner your client cannot do without\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eCloud 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, \u003ci\u003eIntegrative Advisory Services\u003c\/i\u003e is your real-world guide to adapting and thriving. \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: From Compliance to Advisory 1\u003c\/b\u003e\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 Journey beyond the Technology 45\u003c\/b\u003e\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 Experience 71\u003c\/b\u003e\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 Onboarding Process 100\u003c\/b\u003e\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: Collaboration, Influence, Negotiation, and Communication 147\u003c\/p\u003e \u003cp\u003eLeadership Capabilities to Grow the People Around You: Team Satisfaction and Rewards 158\u003c\/p\u003e \u003cp\u003eSuccession Planning Tactics for Bringing Up the Next Generation 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 \u003cp\u003e\u003cb\u003eAMY VETTER, CPA, CITP, CGMA,\u003c\/b\u003e has held many executive positions and leadership roles in the accounting technology industry overseeing customer, sales, education and marketing programs both nationally and internationally. Amy also has experience running multiple client accounting practices, including her own companies and as a partner in a CPA firm. Vetter is an advocate and evangelist for the accounting profession and entrepreneurship. She has inspired thousands of accountants and small business owners as a keynote speaker on business, financial, technology, and work-life balance topics. Vetter has been recognized as one of the Most Powerful Women in Accounting by \u003ci\u003eCPA Practice Advisor\u003c\/i\u003e, one of the Top 100 Most Influential People by \u003ci\u003eAccounting Today\u003c\/i\u003e, and was previously selected as one of the outstanding 40 under 40 by \u003ci\u003eCPA Technology Advisor. \u003c\/i\u003e\u003c\/p\u003e  \u003cp\u003eWith 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. \u003c\/p\u003e \u003cp\u003eTechnology will continue its relentless march, so accounting professionals must adapt to the changing marketplace in order to thrive in this new paradigm. \u003ci\u003eIntegrative Advisory Services\u003c\/i\u003e 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.  \u003c\/p\u003e\u003cp\u003eWritten by Amy Vetter—a noted expert on current accounting strategies—\u003ci\u003eIntegrative Advisory Services\u003c\/i\u003e 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.  \u003c\/p\u003e\u003cp\u003eTake 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 \u003ci\u003eIntegrative Advisory Services\u003c\/i\u003e 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.\u003c\/p\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":47989438447845,"sku":"NP9781119415978","price":42.0,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1842\/7735\/files\/9781119415978.jpg?v=1761784101","url":"https:\/\/k12savings.com\/products\/integrative-advisory-services-isbn-9781119415978","provider":"K12savings","version":"1.0","type":"link"}