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the 15 absolutely necessary services for cas clients

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portrait of a cheerful businessman smiling at the camerahow many do you already offer?

by hitendra patil
the definitive success guide to client accounting services

client accounting services generally constitutes three key service segments:

  • after-the-fact financial statement preparation, i.e., “write-up”
  • business transaction processing
  • outsourced cfo and controller services

more: a job description for client accounting services | how to launch cas in eight steps | romeo, juliet, google and client accounting services | why cas is great for revenue growth | survey: why some firms fall behind in cas | how cas makes firms better | cas: finding the why behind the why | how to lead clients into client accounting services | cas begins with a mindset
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

tax planning/tax strategy services may also become part of your cas offering if you have interest/expertise in that segment.
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the five big rules for powerpoint presentations

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drawing of man giving presentationkeep the focus where it belongs: on you.

by steven e. sacks
the new fundamentals

have you ever attended a conference where the presenter plans to supplement his or her key topics by showing an illustration of what is being currently said?

do i look at the speaker or do i look at the slides? will the slides be available later or should i take notes now? should i move up 50 rows so the microscopic wording improves to barely readable? can i ask the speaker to back up a couple of slides?

more: how aging boomers impact the accounting profession | accounting is a profession, not an industry
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

whenever i give presentations i try to put myself in the shoes of the listeners and create a presentation in a way that relies on them briefly glancing at the slide transition and then redirecting their full attention back on me. but what we see today is too many speakers just reading what appears on the slides. they should simply begin their session by saying, “i’ll read out loud and you’ll follow along silently.” thank goodness there was never a request made for responsive reading.
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13 traits of the best managing partners

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senior businessman with his team at officethat smile, that teamwork? genuine.

by marc rosenberg
the role of the managing partner

i have worked with over a thousand cpa firms during my 20-plus years of consulting. i’ve worked closely with hundreds of them. the 80/20 pareto principle certainly applies here: 20 percent shine brightly and are worthy of adulation. (managing partners, please, please, don’t call me to ask if you are in the 20 percent or the 80 percent group. i’ll plead the fifth!)

more: top issues for millennial managing partners | 44 hard-earned tips from new managing partners | how to enforce the partner agreement | the 9 biggest merger pitfalls | 10 ways to hold partners accountable | make sure partners focus on two things
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

today, i’ll share with you the traits of those managing partners who, in my opinion, were the best.
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a job description for client accounting services

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young black woman with magnifying glassthink of this as what clients want from your cas offering.

by hitendra patil
client accounting services: the definitive success guide

client accounting services (cas) is one of the fastest-growing new revenue and growth segments for firms of almost all sizes. whether your firm is already great at offering cas or just starting to offer cas, the critical challenge is how clients (and prospects) perceive what you deliver under your cas umbrella.

more: romeo, juliet, google and client accounting services | how cas makes firms better | cas begins with a mindset
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i figured there is a way to get more clarity on this crucial aspect of cas success. and that way is to think/imagine as if your clients/prospects have posted a job advertisement for someone to do the “cas” work for their businesses. the cas job description is what cas expectations are about, isn’t it? let us see what this cas job description will look like.
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