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The bold accountant : become the complete adviser your clients need you to be / by Scott Charlton

By: Charlton, Scott.
Publisher: Fremantle, W.A. : Vivid Publishing, 2017Description: xvi, 231 p. : ill. ; 23 cm.ISBN: 9781925515602.Subject(s): Accounting firms | Accounting profession | Strategy | Diversified companies
Contents:
A FRESH LOOK AT WHAT'S IMPORTANT TO CLIENTS: Let's start with "the why" -- Benefits in referring financial services opportunities -- Business owners are people too -- Your vision and client value proposition -- The need for leadership -- How committing to financial services can be made to work in practice -- Additional accounting services arising from financial planning -- From fears to foibles - factors why accountants don't refer -- Overview. COLLABORATION IN PRACTICE: Let's consider "the how" - joint meetings -- In which a bold new approach in developed -- Overcoming unseen obstacles -- Hardwiring into your process. STRUCTURES AND REMUNERATION: On whether to formalise an alliance -- Alternative structures -- The money, cross-referrals, disclosure and the value of advice -- Sharing the money. MULTI-DISCIPLINARY PRACTICE: Bringing it in-house -- Starting up a financial services division -- Why an accountant shouldn't be in charge -- Structuring for success. GETTING STARTED: Launching the new services. REGULATIONS AND SETTING THE STANDARD: Regulations -- Setting the standard.
Summary: Provides accountants with a comprehensive guide to diversify services and/or collaborate with other financial service providers. Offers a framework to transform a compliance-focused accountancy practice to create a sustainable business.
Item type Home library Call number Status Date due Item reserves
Book Book Australia
215 CHA 2017 (Browse shelf) Issued 20/06/2018
Book Book Australia
215 CHA 2017 (Browse shelf) Issued 09/07/2018
Book Book New Zealand
215 BOL (Browse shelf) Issued 06/07/2018
Total holds: 7

A FRESH LOOK AT WHAT'S IMPORTANT TO CLIENTS: Let's start with "the why" -- Benefits in referring financial services opportunities -- Business owners are people too -- Your vision and client value proposition -- The need for leadership -- How committing to financial services can be made to work in practice -- Additional accounting services arising from financial planning -- From fears to foibles - factors why accountants don't refer -- Overview. COLLABORATION IN PRACTICE: Let's consider "the how" - joint meetings -- In which a bold new approach in developed -- Overcoming unseen obstacles -- Hardwiring into your process. STRUCTURES AND REMUNERATION: On whether to formalise an alliance -- Alternative structures -- The money, cross-referrals, disclosure and the value of advice -- Sharing the money. MULTI-DISCIPLINARY PRACTICE: Bringing it in-house -- Starting up a financial services division -- Why an accountant shouldn't be in charge -- Structuring for success. GETTING STARTED: Launching the new services. REGULATIONS AND SETTING THE STANDARD: Regulations -- Setting the standard.

Provides accountants with a comprehensive guide to diversify services and/or collaborate with other financial service providers. Offers a framework to transform a compliance-focused accountancy practice to create a sustainable business.

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