Here’s what you’re looking for: Hitendra Patil

ADVISORY & CONSULTING

Advisory Opportunities Emerge from Core CAS Offerings

two women talking while seated at a table

Think about where your insights originate.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

“We want to offer outsourced CFO and advisory services.”

It has become an increasingly common intent of accounting firms of all sizes.

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This article demonstrates how compliance, accounting and reporting can serve as doorways to deeper insights, more strategic conversations and higher-value advisory relationships.

Technology automation, artificial intelligence and more innovative solutions seem to make it even more logical for accountants to feel that the future is more about advisory services than ever before.
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ADVISORY & CONSULTING

Emerging Trends Are Reshaping Advisory-CAS

Don’t just buy technology; strategically activate it.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

Advisory is changing rapidly and it is not just in what firms offer, but in how clients think, how technology fits in and how pricing evolves. This article examines the emerging shifts redefining the Advisory-CAS world, from burnout and outdated service models to the increasing demand for proactive, strategic insight. You will see what’s fading and what’s rising, and where to focus to stay ahead.

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Most surveys focus on direct responses, but the real value comes from analyzing what those responses reveal, especially in context. The nuances, patterns and implications hidden within the answers often provide the most strategic insights, particularly when you connect the dots across service lines, firm models, client dynamics and workforce pressure points.
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ABOUT US

PE Already Knows Your Price. Do You?

PE DEAL READY: Learn more

New 24-chapter guide gives CPA firm partners a buyer’s view of their business—whether they plan to sell, merge or remain independent.

By CPA Trendlines Research

Long before most CPA firms realize they are potential acquisition targets, private equity investors have already scored their businesses—often months before making an overture—according to the new handbook, “PE DEAL READY: See Your Firm the Way Private Equity Already Does Before You Sell, Merge, or Stay,” by accounting profession strategist Hitendra R. Patil.

PE DEAL READY is available through Accountaneur Advisory. | The opening chapter is available free.

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Investors can model a firm’s revenue, examine its partner-age distribution, map its client concentration, compare its billing rates with the market, review employee turnover and estimate its EBITDA before scheduling a first call, according to Patil.

Patil’s new handbook, PE DEAL READY, is written for CPA firm partners considering private equity as well as those preparing to remain independent in a consolidating profession.

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CLIENT ACCOUNTING SERVICES

CAS Prospects Want Proof? You’ve Got That

smiling man talking on phone in office
Track your sales success and your existing clients can help.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

As you hone your sales discovery process, you will see that asking and telling is not enough. You need to “show” as well.

MORE by Hitendra Patil: The DNA of Advisory-CAS | Advisory Is Not Consulting | What Exactly Is Client Advisory Services? | Review Your CAS Offerings | CAS Prospects Want Proof? You’ve Got That | What AI CEO’s Warning Means (and Doesn’t) for Accountants | Ditch the Sales Pitch | How to Get CAS Clients to Blow Your Horn | Four Questions for Choosing CAS Clients | What Is Your Firm’s Marketable Value? | Seven Tips for CAS Marketing | Twelve Things That Kill Your CAS Profits
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What you show during the discovery discussion are your client accounting services sales collaterals. They are the “proofs” that you actually do what you say. These collaterals answer the often-unexpressed question in the prospect’s mind “What will I get?” For your CAS sales process, the following are some examples of the sales collaterals:
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ADVISORY & CONSULTING

What AI CEO’s Warning Means (and Doesn’t) for Accountants

Five reasons your work is safe … if you’re doing the right work.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

OpenAI CEO Sam Altman has issued a fresh warning: Some jobs are just going to go away. “Totally, totally gone,” as reported by Techspot. Altman was discussing the effect of artificial intelligence on customer support roles and indicated that entire categories of work could be under threat.

FOR MORE A.I.: Ask the CPA Trendlines AI Chatbot

MORE by Hitendra Patil: The DNA of Advisory-CAS | Advisory Is Not Consulting | What Exactly Is Client Advisory Services? | Review Your CAS Offerings | CAS Prospects Want Proof? You’ve Got That | What AI CEO’s Warning Means (and Doesn’t) for Accountants | Ditch the Sales Pitch | How to Get CAS Clients to Blow Your Horn | Four Questions for Choosing CAS Clients | What Is Your Firm’s Marketable Value? | Seven Tips for CAS Marketing | Twelve Things That Kill Your CAS Profits
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

AI eliminating middle-class jobs immediately raises severe concerns. But what does it mean for accountants? While AI automation clearly targets customer support, accounting professionals should naturally wonder if their work is next.

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