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Integrative Advisory Services
book

Integrative Advisory Services

by Amy Vetter
November 2017
Beginner
204 pages
4h 40m
English
Wiley
Content preview from 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 ...
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Publisher Resources

ISBN: 9781119415978Purchase book