how to add value, improve client loyalty, and increase profits
First Statement of Responsibility
by William L. Reeb and Dominic Cingoranelli.
.PUBLICATION, DISTRIBUTION, ETC
Place of Publication, Distribution, etc.
New York
Name of Publisher, Distributor, etc.
NY American Institute of Certified Public Accountants,
Date of Publication, Distribution, etc.
2010.
CONTENTS NOTE
Text of Note
The CPA as Most Trusted Business Advisor. Becoming Your Clients' Most Trusted Business Advisor -- The Changing Profession -- Making the Transition to Most Trusted Business Advisor -- The General Contractor Model -- The MTBA Framework. Developing Your Self Skills -- Refining the Most Important MTBA Tool -- Advanced Communication Skills -- Delivering Value-Added Services -- Advanced Advisory Skills and Practices -- Administrative and Organizational Issues. Billing and Engagement Considerations -- Identifying and Marketing Your Services. Two Approaches to Providing Advisory and Consulting Services -- Marketing Your Firm and Your Services -- Putting It All Together. Facilitating Your Clients' Meetings -- Conclusion -- Appendix A: Sample Timed Agenda -- Appendix B: Food for Thought for CPAs Regarding Facilitating Client Meetings.
SUMMARY OR ABSTRACT
Text of Note
Being your clients Most Trusted Business Advisor is not about selling and making pitches. It s really about showing an interest in your clients, asking the kind of questions that will help youBeing your clients Most Trusted Business Advisor is not about selling and making pitches. It s really about showing an interest in your clients, asking the kind of questions that will help youBeing your clients Most Trusted Business Advisor is not about selling and making pitches. It s really about showing an interest in your clients, asking the kind of questions that will help you