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by Amy Vetter
Integrative Advisory Services
Cover
Title Page
Preface
Acknowledgments
Introduction
CHAPTER 1: History of the Accounting Profession: From Compliance to Advisory
TECHNOLOGY AND HUMANS
LOOKING BACK ON ACCOUNTING
REACHING FOR THE CLOUD
HUMANITY VERSUS MACHINE
NEW OPPORTUNITIES ABOUND
WHERE DOES YOUR BUSINESS GO FROM HERE?
SUMMARY
ENDNOTES
CHAPTER 2: Bringing the Human Side to Technology
THE OLD WAY OF DATA FLOWING VERSUS THE NEW WAY
WHAT CEOS WANT FROM THEIR CFOS
CHOOSING YOUR VERTICAL INDUSTRY NICHE
STEPS TO CREATE YOUR CLOUD PLATFORM
THE CHERISHED ADVISOR JOURNEY
SUMMARY
ENDNOTES
CHAPTER 3: The Cherished Advisor: The Transformation Journey beyond the Technology
DOCUMENTING THE BUSINESS PROCESSES
OBTAINING NEEDED TECHNICAL AND BUSINESS SKILLS
NEW STAFFING MODEL
PRICING AND PACKAGING
SUMMARY
ENDNOTES
CHAPTER 4: Strategies for Marketing Your New Advisory Experience
HOW DO YOU WANT TO DESIGN THE CLIENT EXPERIENCE?
BUILDING AN OVERALL ARCHITECTURE
CREATING AND IMPLEMENTING A MARKETING STRATEGY
ONLINE MARKETING
NETWORKING
REFERRALS
SUMMARY
ENDNOTES
CHAPTER 5: Creating a Successful Sales Model and Client Onboarding Process
THE SCIENCE OF THE SALE
THE SIMPLE SALES PROCESS
CLIENT ONBOARDING PROCESS
CREATING A PROJECT PLAN
AUTOMATING YOUR INTERNAL PROCESSES WITH CRM
SUMMARY
ENDNOTES
CHAPTER 6: Building Lasting Relationships
CREATING PERSONALIZED VIRTUAL RELATIONSHIPS
CREATING TOUCH POINTS TO STAY ENGAGED
INTERPERSONAL AWARENESS TO SUCCEED AS AN ADVISOR: COLLABORATION, INFLUENCE, NEGOTIATION, AND COMMUNICATION
LEADERSHIP CAPABILITIES TO GROW THE PEOPLE AROUND YOU: TEAM SATISFACTION AND REWARDS
SUCCESSION PLANNING TACTICS FOR BRINGING UP THE NEXT GENERATION OF LEADERSHIP
SUMMARY
ENDNOTES
About the Author
Index
End User License Agreement
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Acknowledgments
Integrative Advisory Services
Expanding Your Accounting Services Beyond the Cloud
Amy Vetter, CPA, CITP, CGMA
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