(For Accountants, Bookkeepers and Financial Advisors)
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Stop crunching numbers and start truly serving your clients
Integrative Advisory Services is 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 business owner and CEO clients’ companies with financial information.
This book shows you how to provide the kind of value that technology cannot: human connection. Rather than simply reporting data, you have an opportunity to take a much more active role in your clients' businesses by analyzing the story behind the numbers, understanding both operations and finance, and guiding your clients toward the business outcomes they need.
This book teaches you how to take on more of an advisory role and become a critical component of your client's success. You will 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
Cloud technology, machine learning, and artificial intelligence are not the death knell for financial advisors; in fact, they're the opposite—they do the number crunching for you, leaving you more time to provide the personal guidance that no computer could. As the financial advisory industry evolves, Integrative Advisory Services is your real-world guide to adapting and thriving.
"Integrated Advisory Services is a timely tool for anyone looking to get into the client accounting space with true meaning and depth to their practice.”
- Mark J. Koziel
CPA, CGMA; Executive Vice President - Public Accounting, Association of International Certified Professional Accountants
"One thing is certain, the future is about relationships and the human side of accounting. Amy will make you want to get out from behind your desk and out with clients or out in the business operations. This is a must read for every accountant and CPA."
CPA, CITP, CGMA; CEO, Maryland Association of CPAs Business Learning Institute
"No matter what technologies future accounting and financial professionals will have at their disposal, it is the human connection that counts, as Amy Vetter so aptly points out in her new book."
CEO, CalCPA/CalCPA Education Foundation