Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud.
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 and lives with financial information.
This book shows financial advisors how to take on more of an advisory role and become a critical component of their client's success.
Learn how to:
Spend less time crunching numbers and more time advising clients
Become an integral part of the client's decision-making process
Provide real value by clearly communicating financial data analysis
Become the strategic partner your client cannot do without
Amy is an accomplished business executive, entrepreneur, national speaker, CPA and yoga instructor. For more than twenty years, she has provided business guidance to thousands of entrepreneurs and corporate leaders worldwide. Learn More