Integrative Advisory Services

Index

A

1. Accountants
   1. making change
   2. skills-based learning
   3. technology and jobs
   4. working with cloud technology
2. Accounting, history
3. Accounts payable
4. Acuity
5. Aguillard Accounting
6. Aguillard, Amanda
7. American Association of Public Accountants
8. American Bar Association
   1. The 1958 Lawyer and His 1938 Dollar
9. American Institute of Accountants
10. American Institute of Certified Public Accountants (AICPA)
11. Apple, Inc.
12. Aptus Accounting & Advisory

B

1. Berson, Aaron
2. BlackRock
3. Bloomberg.com
4. BMW
5. British Gas Services
6. Bulpitt, Paul

C

1. The Capability Gap 2015
2. CBIZ/Mayer Hoffman McCan
3. Certified Public Accountant (CPA)
4. Cherished advisor
   1. client relationships
   2. intangible services
   3. journey
   4. role
   5. services
   6. skill sets
   7. tangible services
   8. technical and business skills
5. Chief executive officers (CEOs)
6. Chief financial officers (CFOs)
   1. big-picture vision
   2. broader experience
   3. leadership qualities
7. Client-accountant relationships
   1. interactions
   2. obstacles
   3. personal skills
8. Client business processes
9. Client experience
   1. breaking down services into segments
10. Client interview, conducting
11. Client onboarding process
    1. evaluating process
    2. external
    3. internal
    4. needs analysis questionnaire
    5. onboarding checklist
12. Client presentation
    1. Haserot, Phyllis Weiss
    2. The Marketer's Handbook of Tips & Checklists
13. Cloud platform
    1. creation
    2. conducting due diligence of products and vendors
    3. conducting test or pilot program
    4. identify areas where technology can do heavy lifting
    5. identify pain points and opportunities
    6. review program's success and return on ...