“Leadership is the Capacity to translate Vision into Reality” – Warren G. Bennis

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This is the second in a series in which we explore the Seven Steps to a Successful Client Transformation Services Practice. This post will focus on Vision and Strategy – two components that are inextricably linked in creating success for any business. These two components are linked thru leadership. The leader of a business, organization […]

A Goal Without A Plan Is Just A Wish – How To Make Your Outsourced Accounting Practice A Reality

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This quote from Antoine de Saint-Exupery sounds simple enough. We all inherently know it as truth, and any time we advise clients, we always ask what their goal is and then develop a roadmap to help them achieve it. We discuss leadership, define objectives, key success factors, areas of focus, training and more. Periodically, we […]

What Customers Learned About Amazon’s “Frictionless” Approach To Business

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The Challenge SMB companies are taking advantage of new Fractional & Frictionless trends and moving away from using legacy on-premise accounting systems like QuickBooks, Sage or GreatPlains that were unable to support the increased complexity, flexibility and timeliness required for their growing business. The Solution By taking advantage of fractional outsourced services and new SaaS […]

Frictionless Financial Operations Maturity Model

Mapping Out Your Client’s Key Milestones on the Journey to Frictionless Financial Operations

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How to evaluate your client’s Financial Operations situation and target key transformation milestones over the next two years against a Maturity Model to create your client’s roadmap to success. The first step in road mapping where your client’s want to go is to identify where they are now against a relevant transformation model. To help us think […]

QuickBooks For Software And SaaS Is Like A Designer Using Only Pen And Paper 

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QuickBooks For Software And SaaS Is Like A Designer Using Only Pen And Paper   Today, accounting is possible in multiple dimensions; incorporating financial statements and operational data. The Challenge Just like with design, not using this capability can leave your client’s team with a simplistic and limited view that does not help them run the business. The Solution Let’s […]

What is Your Firm’s Unique Path to Outsourced Accounting Success?

What is Your Firm’s Unique Path to Outsourced Accounting Success?

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What is Your Firm’s Unique Path to Outsourced Accounting Success?   In my last post (click here), I discussed at a high level how to begin to differentiate your Client Accounting Services Practice (CAS) in the marketplace. We looked at: Building a niche Taking a consultative approach Understanding the key metrics of your client Those are […]