Integrative Advisory Services

Preface

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 do-it-yourself financial services, much of the traditional data entry tasks of accounting professionals and bookkeepers will be reduced. It is time for the accounting industry to change how it does business.

Nothing can replace the human side of the client–advisor experience and the desire to improve clients' businesses with financial information. Technology will continue to march forward, so accounting professionals must adapt to the changing marketplace to thrive in this new paradigm.

This book shows how to provide the kind of value that technology cannot offer: human connection. Rather than simply reporting data, today's accounting professionals have an opportunity to take a more active role in their clients' business by analyzing the story behind the numbers, understanding both operations and finance, and guiding their clients toward the outcomes they need.

Learn how to take on more of an advisory role and become a critical component of your clients' success by:

• Spending less time crunching numbers and more time advising clients
• Becoming an integral part of your clients' decision-making process
• Providing real value by communicating financial data analysis
• Becoming the strategic partner your client cannot do without—a cherished advisor